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Nonprofiteer
← UNITED WAY OF JACKSON COUNTY INC

Form 990 for tax year 2024

Filed by UNITED WAY OF JACKSON COUNTY INC.

Totals

Total revenue
$2,041,160
Total expenses
$2,265,975
Contributions and grants received
$1,947,083
Grants paid
$250,000
Program service revenue
$0
Investment income
$94,077
Other revenue
$0
Total assets, end of year
$2,533,724
Total liabilities, end of year
$36,752
Net assets or fund balances, end of year
$2,496,972
Program services expenses (Part IX)
$1,815,510
Management and general expenses
$225,282
Fundraising expenses
$225,183
Program service expenses (Part III)
$1,815,510

Program services were 80.1% 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.

  • 1a · Federated campaigns

    $1,586,465

  • 1e · Government grants (contributions)

    $308,813

  • 1f · All other contributions, gifts and grants

    $51,805

  • 3 · Investment income

    total $12,872 · excluded $12,872

  • 7a · Gross sales of assets other than inventory

    securities $150,847

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

    securities $69,642

  • 7c · Gain or loss

    securities $81,205

  • 7d · Net gain or loss

    total $81,205 · excluded $81,205

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $250,000 · program services $250,000

  • 5 · Compensation of officers, directors and key employees

    total $325,935 · program services $209,548 · management and general $64,594 · fundraising $51,793

  • 7 · Other salaries and wages

    total $375,624 · program services $216,874 · management and general $77,847 · fundraising $80,903

  • 8 · Pension plan contributions

    total $12,188 · program services $7,373 · management and general $2,506 · fundraising $2,309

  • 9 · Other employee benefits

    total $79,154 · program services $45,650 · management and general $17,173 · fundraising $16,331

  • 10 · Payroll taxes

    total $61,397 · program services $37,125 · management and general $12,553 · fundraising $11,719

  • 11g · Fees: other

    total $48,777 · program services $29,493 · management and general $9,973 · fundraising $9,311

  • 12 · Advertising and promotion

    total $14,711 · program services $10,151 · fundraising $4,560

  • 13 · Office expenses

    total $63,122 · program services $35,942 · management and general $13,762 · fundraising $13,418

  • 14 · Information technology

    total $17,671 · program services $10,685 · management and general $3,613 · fundraising $3,373

  • 16 · Occupancy

    total $15,119 · program services $9,142 · management and general $3,091 · fundraising $2,886

  • 19 · Conferences, conventions and meetings

    total $29,649 · program services $17,928 · management and general $6,062 · fundraising $5,659

  • 21 · Payments to affiliates

    total $27,726 · program services $16,636 · management and general $5,545 · fundraising $5,545

  • 22 · Depreciation, depletion and amortization

    total $34,136 · program services $20,641 · management and general $6,980 · fundraising $6,515

  • 23 · Insurance

    total $7,743 · program services $4,682 · management and general $1,583 · fundraising $1,478

  • 24a · Other expenses: COMMUNITY PROJECTS

    total $829,944 · program services $820,561 · fundraising $9,383

  • 24b · Other expenses: FIRE ASSISTANCE

    total $73,079 · program services $73,079

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $820,112 · end of year $244,157

  • 2 · Savings and temporary cash investments

    beginning of year $68,382 · end of year $57,426

  • 3 · Pledges and grants receivable

    beginning of year $174,350 · end of year $467,046

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,881 · end of year $2,695

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

    $1,027,189

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

    $184,273

  • 10c · Land, buildings and equipment, net

    beginning of year $845,947 · end of year $842,916

  • 11 · Investments: publicly traded securities

    beginning of year $348,971 · end of year $388,214

  • 15 · Other assets

    beginning of year $510,676 · end of year $531,270

  • 17 · Accounts payable and accrued expenses

    beginning of year $40,046 · end of year $23,125

  • 18 · Grants payable

    beginning of year $15,574 · end of year $13,627

  • 27 · Net assets without donor restrictions

    beginning of year $1,613,470 · end of year $1,298,125

  • 28 · Net assets with donor restrictions

    beginning of year $1,102,229 · end of year $1,198,847

Mission and programs · 2024

Mission

THE MISSION OF THE UNITED WAY OF JACKSON COUNTY, INC. IS MOBILIZING CARING TO AFFECT CHANGE.

Activities or mission (Part I)

MOBILIZING CARING TO AFFECT CHANGE.

  • UNITED WAY CONDUCTS AN ANNUAL FUNDRAISING CAMPAIGN TO INVEST CRITICALLY NEEDED RESOURCES IN COMMUNITY IMPACT PROJECTS IN THE AREAS OF EDUCATION, INCOME, HEALTH AND TRANSPORTATION. THESE PROJECTS INCLUDE DAY OF CARING, HOPE CHEST, WILL, AND 15 OTHER IMPACT PROJECTS. OUR COMMUNITY IMPACT PROJECTS INCLUDE BIG IDEA NEXT, A PROGRAM FOCUSED ON INCREASING GRADUATION FOR STUDENTS IN ALTERNATIVE PROGRAMS; VITA/FSA, OUR FREE INCOME TAX PREPARATION; TOMORROW NEEDS YOU, A SUICIDE PREVENTION PROGRAM, AND MOBILITY MANAGEMENT TO REDUCE BARRIERS FOR PEOPLE TO GET WHERE THEY WANT AND NEED TO GO.

    Expenses $1,384,806

  • UNITED WAY COLLECTS DONOR DOLLARS TO INVEST FOR IMPACT IN PROGRAMS PROVIDING EDUCATION, INCOME, HEALTH AND TRANSPORTATION PROGRAMS SERVING TWO OUT OF THREE PEOPLE IN JACKSON COUNTY. THIS FISCAL YEAR, UNITED WAY FUNDED 34 PROGRAMS, INCLUDING EVERYTHING FROM EARLY CHILDHOOD PROGRAMS TO SENIOR MEALS AND MUCH OF LIFE THAT FALLS IN BETWEEN. DONOR DOLLARS CAN BE DESIGNATED TO A SPECIFIC 501(C)(3) AND UNITED WAY HONORS DONOR CHOICE. FEES ARE WITHHELD FOR FUNDRAISING, ADMINISTRATION AND PLEDGE LOSS. THE ALLOCATIONS PROCESS IS MANAGED BY VOLUNTEERS WHO RECEIVE TRAINING, REVIEW APPLICATIONS, CONDUCT SITE VISITS AND SCORE/EVALUATE EACH APPLICATION AND VISIT. VOLUNTEERS MAKE RECOMMENDATIONS TO THE UNITED WAY BOARD OF DIRECTORS WHO HAVE FINAL APPROVAL OF ALL ALLOCATIONS.

    Expenses $430,704 · Grants $250,000

As filed on the 2024 return.

Listed in Part VII

  • DEE ANNE EVERSON

    CEO/EXECUTIVE DIRECTOR

    Total calculated
    $186,941
    From this org
    $172,462
    From related orgs
    $0
    Other
    $14,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,267
    Bonus
    $7,024
    Other
    $1,171
    Deferred
    $5,174
    Nontaxable benefits
    $9,305
    Filer's total
    $186,941

  • ANNA BARNSLEY WERBLOW

    CFO

    Total calculated
    $87,884
    From this org
    $85,324
    From related orgs
    $0
    Other
    $2,560
    Hours/week
    40

  • BECKY SNYDER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • DR BRET CHAMPION

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JESSICA MURREY

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JASON LUKASZEWICZ

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • CHRIS DUBOSE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • ERICK ACOSTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANGELA BEEKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • AMY BELKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOSHUA BLESSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRANDE COWDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRENDA DOGGETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ED FELAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PENNY GARRETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANNE GOLDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LISA GREIF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • AARON HOEFLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JEFFREY HOLLISTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BETH LINDSAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • FRANK LUCAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBB MAYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LAURA MILLETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CATHERINE NOAH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DL RICHARDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUSAN SAUDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BELLE SHEPHERD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUE SLACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARIAH SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • REBECCA SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAN THORNDIKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ERIC TORREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • COOPER WHITMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DON KANIA

    FORMER DIRECTOR TERM 07/2024

    Total calculated
    $0
    Hours/week
    2

  • SEANNE MCVARISH

    FORMER DIRECTOR TERM 09/2024

    Total calculated
    $0
    Hours/week
    2

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE PERSONNEL COMMITTEE OF THE ORGANIZATION IS RESPONSIBLE FOR THE ANNUAL EVALUATION OF THE CEO/EXECUTIVE DIRECTOR. THE UNITED WAY SUBSCRIBES AND PARTICIPATES IN A STATEWIDE NONPROFIT SALARY SURVEY PRODUCED BY MBL GROUP. THIS IS USED FOR COMPARABLE SALARY INFORMATION. COMPENSATION IS PROPOSED BY THE PERSONNEL COMMITTEE AND APPROVED BY THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
8 December 2025
IRS schema version
2024v5.2
Source object
202523469349300222

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

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