Skip to content
Nonprofiteer
← UNITED WAY OF MAHASKA COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF MAHASKA COUNTY.

Totals

Total revenue
$401,333
Total expenses
$382,887
Contributions and grants received
$363,425
Grants paid
$194,278
Program service revenue
$0
Investment income
$3,253
Other revenue
$34,655
Total assets, end of year
$620,988
Total liabilities, end of year
$10,621
Net assets or fund balances, end of year
$610,367
Program services expenses (Part IX)
$285,743
Management and general expenses
$52,892
Fundraising expenses
$44,252
Program service expenses (Part III)
$285,743

Program services were 74.6% 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

    $2,316

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $361,109

  • 1g · Noncash contributions included above

    $6,778

  • 3 · Investment income

    total $3,253 · related or exempt $0 · unrelated business $0 · excluded $3,253

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

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $12,055

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $3,422

  • 8c · Net income from fundraising events

    total $8,633 · unrelated business $0 · excluded $8,633

  • 9a · Gaming: gross income

    $1,428

  • 9b · Gaming: direct expenses

    $406

  • 9c · Net income from gaming

    total $1,022 · related or exempt $1,022 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Miscellaneous

    total $25,000 · related or exempt $25,000 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $25,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $194,278 · program services $194,278

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $90,957 · program services $42,298 · management and general $32,963 · fundraising $15,696

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $6,671 · program services $3,047 · management and general $2,901 · fundraising $723

  • 8 · Pension plan contributions

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

  • 9 · Other employee benefits

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

  • 10 · Payroll taxes

    total $8,654 · program services $4,005 · management and general $3,181 · fundraising $1,468

  • 11a · Fees: management

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

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

    total $8,441 · program services $0 · management and general $8,441 · fundraising $0

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

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

  • 11g · Fees: other

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

  • 12 · Advertising and promotion

    total $24,248 · program services $0 · management and general $0 · fundraising $24,248

  • 13 · Office expenses

    total $4,109 · program services $1,908 · management and general $1,510 · fundraising $691

  • 14 · Information technology

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

  • 15 · Royalties

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

  • 16 · Occupancy

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

  • 17 · Travel

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

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

    total $783 · program services $0 · management and general $783 · fundraising $0

  • 20 · Interest

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

  • 21 · Payments to affiliates

    total $3,936 · program services $1,828 · management and general $1,446 · fundraising $662

  • 22 · Depreciation, depletion and amortization

    total $874 · program services $406 · management and general $321 · fundraising $147

  • 23 · Insurance

    total $2,132 · program services $990 · management and general $783 · fundraising $359

  • 24a · Other expenses: Programming Initiatives

    total $36,271 · program services $36,271 · management and general $0 · fundraising $0

  • 24b · Other expenses: Miscellaneous

    total $1,533 · program services $712 · management and general $563 · fundraising $258

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $302,519 · end of year $346,109

  • 3 · Pledges and grants receivable

    beginning of year $320,436 · end of year $235,988

  • 4 · Accounts receivable

    beginning of year $0 · end of year $11,000

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $4,368 · end of year $24,548

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,870 · end of year $1,852

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

    $9,438

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

    $9,136

  • 10c · Land, buildings and equipment, net

    beginning of year $1,176 · end of year $302

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $30 · end of year $1,189

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,272 · end of year $7,851

  • 18 · Grants payable

    beginning of year $26,392 · end of year $2,770

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $563,716 · end of year $564,679

  • 28 · Net assets with donor restrictions

    beginning of year $32,019 · end of year $45,688

Mission and programs · 2023

Mission

United Way of Mahaska County empowers our communities by promoting education, encouraging healthy living, and strengthening financial stability.

  • Community Investment (Allocations): Occurs each February. After our annual campaign, a group of community volunteers come together to allocate campaign dollars to social service agencies that serve Mahaska County. Local agencies submit grant applications and make presentations outlining the programs they would like funded. In 2023, United Way of Mahaska County funded 12 local agencies. These agencies focus their efforts on addressing education, income, health, and basic needs throughout Mahaska County.

    Expenses $191,589 · Grants $191,386

  • Take-Along Food Program: United Way of Mahaska County's Take-Along Weekend Food Program provides bags of meals, snacks, and drinks to students who struggle with food insecurity over the weekend. Each Friday during the school year, the program served approximately 168 students at Oskaloosa Elementary School, Oskaloosa Middle School, Eddyville Elementary School, and Fremont Elementary School.

    Expenses $15,111

  • Days Of Service: United Way of Mahaska County empowers volunteers in our community to come together to assist in completing a variety of projects each year, including those that serve seniors and individuals with disabilities, city and council projects, local non-profit agencies, and schools. In 2023, we completed 39 projects with approximately 137 volunteers.

    Expenses $10,917

  • Back to School Fair: Each summer United Way of Mahaska County sponsors a school supply drive, collecting school supplies and accepting donations for the purchase of backpacks and supplies. Any child or youth (preschool through 12th grade) residing in Mahaska County is eligible to receive a filled backpack through this program. In 2023, a drive-thru Back to School Fair was organized to distribute the backpacks, as well as offer shoes and socks. Agencies that offer programming for youth were able to submit information about their activities for inclusion in the backpacks. Approximately 600 backpacks were distributed to families in need. Some of the leftover school supplies were given to local schools to stock school supply closets, which teachers can utilize throughout the year. We partnered with Mahaska YMCA, Soles 4 Souls, and the school districts in Mahaska County.

    Expenses $4,592

  • Volunteer Mahaska: United Way of Mahaska County operates a Volunteer Center in Mahaska County. Local agencies are able to post volunteer needs on the Volunteer Mahaska website. Community members can access the website to find volunteer opportunities that match their interests and availability. The Volunteer Center coordinated many volunteers for the Oskaloosa Summer Lunch Program in 2023.

    Expenses $3,045

  • Special Grants: United Way of Mahaska County provided a special grant to two local organizations in Mahaska County. Funding went to a program that helped local high school students fund a project that provided clothing and Christmas presents to local children in need, and the local community park rebuild.

    Expenses $1,500 · Grants $1,500

  • Designated gifts: United Way of Mahaska County accepts designated donations from donors during the annual fundraising campaign. Donations are forwarded to designated human service 501 (c)3 agencies.

    Expenses $1,392 · Grants $1,392

  • VITA Tax Site: United Way of Mahaska County recruits volunteers, coordinates and hosts a VITA Tax Preparation Assistance Site. IRS Certified Volunteer Tax Preparers provide free tax preparation for seniors and low-income families and individuals.

    Expenses $1,306

  • College Scholarships: In 2023, United Way of Mahaska County awarded one scholarship to a graduating high school senior from Mahaska County. The scholarship application focused on student involvement and volunteerism in their community.

    Expenses $1,000

  • Oskaloosa Summer Lunch Program: United Way of Mahaska County promotes the Oskaloosa Community School's Summer Lunch Program within the community and recruits and coordinates volunteers for both meal preparation and distribution.

    Expenses $72

  • Community Impact: United Way of Mahaska County is expanding its reach into the community by helping inform the public about local services, including Oskaloosa Rides, by providing copies and posting program fliers.

    Expenses $11

  • Winter Coat Drive: United Way of Mahaska County coordinated a local Coat Drive. Volunteers provided manpower for distribution of collection boxes and regularly collected coats and other winter outerwear items. Of these items, many were given to local schools. A distribution event was held at Penn Central Mall to distribute the remaining items to the public at no charge.

    Expenses $15

  • Compensation, Wages and Allocable Expenses (in aggregate) included in Program Service Expenses on Part IX - Statement of Functional Expenses but not specifically separated in reporting to individual Program Service Accomplishments.

    Expenses $55,193

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

Listed in Part VII

  • Michella Friesen

    Executive Director

    Total calculated
    $52,540
    From this org
    $52,540
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Paige Spears

    Community Impact Coordinator/Accountant

    Total calculated
    $38,418
    From this org
    $38,418
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Angella Foster

    President

    Total calculated
    $0
    Hours/week
    0

  • Cassie Veldhuizen

    Vice President

    Total calculated
    $0
    Hours/week
    0

  • Ryan Colter

    Past President

    Total calculated
    $0
    Hours/week
    0

  • Melinda Walter

    Treasurer

    Total calculated
    $0
    Hours/week
    0

  • Courtney Perreault

    Secretary

    Total calculated
    $0
    Hours/week
    0

  • Jane Krutzfeldt

    Member at Large

    Total calculated
    $0
    Hours/week
    0

  • Micaela Van Zee

    Member at Large

    Total calculated
    $0
    Hours/week
    0

  • Shayla Van Wyk

    Member at Large

    Total calculated
    $0
    Hours/week
    0

  • Kayleigh Robertson

    Member at Large

    Total calculated
    $0
    Hours/week
    0

  • Nate Harris

    Member at Large

    Total calculated
    $0
    Hours/week
    0

  • Haley VanDerPol

    Member at Large

    Total calculated
    $0
    Hours/week
    0

  • Choua Sayaxang

    Member at Large

    Total calculated
    $0
    Hours/week
    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

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.0
Source object
202443179349307569

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.