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Nonprofiteer
← PIKES PEAK UNITED WAY

Form 990 for tax year 2022

Filed by PIKES PEAK UNITED WAY.

Totals

Total revenue
$5,652,496
Total expenses
$4,949,230
Contributions and grants received
$5,672,404
Grants paid
$2,022,253
Program service revenue
$127,070
Investment income
$46,633
Other revenue
-$193,611
Total assets, end of year
$10,863,096
Total liabilities, end of year
$2,766,205
Net assets or fund balances, end of year
$8,096,891
Program services expenses (Part IX)
$3,287,998
Management and general expenses
$1,117,853
Fundraising expenses
$543,379
Program service expenses (Part III)
$3,287,998

Program services were 66.4% 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

    $3,710,026

  • 1c · Fundraising events

    $196,639

  • 1e · Government grants (contributions)

    $1,316,111

  • 1f · All other contributions, gifts and grants

    $449,628

  • 1g · Noncash contributions included above

    $15,566

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $127,070 · related or exempt $127,070

  • 3 · Investment income

    total $49,336 · excluded $49,336

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $2,220,691

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

    securities $2,223,394

  • 7c · Gain or loss

    securities -$2,703

  • 7d · Net gain or loss

    total -$2,703 · excluded -$2,703

  • 8a · Fundraising events: gross income

    $0

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

    $196,639

  • 8b · Fundraising events: direct expenses

    $194,689

  • 8c · Net income from fundraising events

    total -$194,689 · excluded -$194,689

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $1,078 · related or exempt $1,078

  • 11e · Other revenue, total

    $1,078

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,960,181 · program services $1,960,181

  • 2 · Grants to domestic individuals

    total $62,072 · program services $62,072

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $389,755 · program services $55,973 · management and general $322,581 · fundraising $11,201

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,146,163 · program services $527,095 · management and general $315,778 · fundraising $303,290

  • 8 · Pension plan contributions

    total $20,805 · program services $9,684 · management and general $8,339 · fundraising $2,782

  • 9 · Other employee benefits

    total $147,815 · program services $72,332 · management and general $36,068 · fundraising $39,415

  • 10 · Payroll taxes

    total $98,854 · program services $38,990 · management and general $39,025 · fundraising $20,839

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $7,045 · program services $7,045

  • 11c · Fees: accounting

    total $28,500 · management and general $28,500

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $13,350 · fundraising $13,350

  • 11f · Fees: investment management

    total $12,612 · management and general $12,612

  • 11g · Fees: other

    total $248,878 · program services $77,551 · management and general $149,057 · fundraising $22,270

  • 12 · Advertising and promotion

    total $23,229 · program services $13,401 · management and general $1,136 · fundraising $8,692

  • 13 · Office expenses

    total $119,439 · program services $35,700 · management and general $45,720 · fundraising $38,019

  • 14 · Information technology

    total $97,152 · program services $67,773 · management and general $12,508 · fundraising $16,871

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $110,257 · program services $45,842 · management and general $44,537 · fundraising $19,878

  • 17 · Travel

    total $18,543 · program services $12,089 · management and general $2,195 · fundraising $4,259

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $60,097 · program services $28,760 · management and general $24,521 · fundraising $6,816

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $267,893 · program services $229,234 · management and general $25,187 · fundraising $13,472

  • 23 · Insurance

    total $37,907 · program services $16,289 · management and general $14,991 · fundraising $6,627

  • 24a · Other expenses: DUES UNITED WAY WORLDWIDE

    total $49,960 · program services $20,345 · management and general $19,443 · fundraising $10,172

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $22,989 · program services $4,083 · management and general $14,411 · fundraising $4,495

  • 24c · Other expenses: DUES AND MEMBERSHIPS - OTHER

    total $5,734 · program services $3,559 · management and general $1,244 · fundraising $931

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,547,645 · end of year $2,058,502

  • 2 · Savings and temporary cash investments

    beginning of year $2,315,146 · end of year $1,783,884

  • 3 · Pledges and grants receivable

    beginning of year $644,111 · end of year $1,061,208

  • 4 · Accounts receivable

    beginning of year $30,772 · end of year $8,538

  • 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 $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,943 · end of year $35,778

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

    $5,697,568

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

    $1,873,009

  • 10c · Land, buildings and equipment, net

    beginning of year $1,315,029 · end of year $3,824,559

  • 11 · Investments: publicly traded securities

    beginning of year $1,539,858 · end of year $1,668,199

  • 12 · Investments: other securities

    beginning of year $392,783 · end of year $405,504

  • 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 $0 · end of year $16,924

  • 17 · Accounts payable and accrued expenses

    beginning of year $173,081 · end of year $154,626

  • 18 · Grants payable

    beginning of year $1,041,015 · end of year $1,002,168

  • 19 · Deferred revenue

    beginning of year $1,618,085 · end of year $1,385,570

  • 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 $233,118 · end of year $206,917

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $16,924

  • 27 · Net assets without donor restrictions

    beginning of year $2,474,807 · end of year $2,792,450

  • 28 · Net assets with donor restrictions

    beginning of year $2,327,181 · end of year $5,304,441

Mission and programs · 2022

Mission

TO ENHANCE YOUTH SUCCESS AND FAMILY STABILITY IN THE PIKES PEAK REGION BY LEADING AND LIFTING THE MOST VULNERABLE IN OUR COMMUNITY WITH MENTORSHIP, LIFE RESOURCES AND REAL JOB OPPORTUNITIES. OUR SIGNATURE PROGRAMS AND (CON'T ON SCH O)

Activities or mission (Part I)

TO ENHANCE YOUTH SUCCESS AND FAMILY STABILITY IN THE PIKES PEAK REGION BY LEADING AND LIFTING THE MOST VULNERABLE IN OUR COMMUNITY WITH MENTORSHIP, (CONT ON SCH O)

  • COMMUNITY INVESTMENT: IN ORDER TO MAKE SIGNIFICANT CHANGES IN A COMMUNITY MANY ORGANIZATIONS MUST WORK TOGETHER TO SUPPORT THOSE WHO ARE IN NEED. THROUGH THE COMMUNITY INVESTMENT/FUND ALLOCATIONS PROCESS, PIKES PEAK UNITED WAY WORKS WITH AND PROVIDES FUNDING TO 20 OTHER NON-PROFIT AGENCIES THAT PROVIDE SERVICES IN THE AREAS OF EDUCATION, INCOME, AND HEALTH. HIGH LEVEL VOLUNTEERS ARE GATHERED TO PERFORM AN ANNUAL REVIEW OF THE FUNDED PARTNERS AND RECOMMENDATIONS REGARDING THE AGENCIES AND/OR PROGRAMS VIABILITY AND DISTRIBUTION OF FUNDS ARE PRESENTED TO THE PIKES PEAK UNITED WAY BOARD OF DIRECTORS.

    Expenses $1,663,297 · Grants $1,636,454 · Revenue $128,148

  • 2-1-1 INFORMATION AND REFERRAL: 2-1-1 IS A FREE, MULTILINGUAL, EASY-TO-REMEMBER THREE-DIGIT PHONE NUMBER THAT SERVES RESIDENTS OF 12 COUNTIES (ALAMOSA, CONEJOS, COSTILLA, CHAFFEE, CHEYENNE, EL PASO, LINCOLN, MINERAL, PARK, RIO GRANDE, SAGUACHE, AND TELLER), HELPING THOSE IN NEED NAVIGATE THE COMPLEX AND EVER-GROWING MAZE OF HEALTH AND HUMAN SERVICE PROVIDERS IN THEIR COMMUNITY. AT PRESENT, TRAINED INFORMATION SPECIALISTS STAFF THE HOTLINE FROM 8A.M. TO 5P.M. MONDAY THROUGH FRIDAY UTILIZING A COMPREHENSIVE DATABASE OF OVER 2,923 RESOURCES INCLUDING FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES, PRIVATE NON-PROFITS, AS WELL AS FAITH AND COMMUNITY-BASED ORGANIZATIONS. (CON'T ON SCH O)

    Expenses $428,200

  • COMMUNITY IMPACT: IF YOU ASK PEOPLE IN THE PIKES PEAK REGION ABOUT THE STATE OF OUR COMMUNITY AND ITS GOALS, YOU'LL HEAR A WIDE VARIETY OF OPINIONS ON WHAT THEY ARE AND WHAT THEY SHOULD BE. THE MOST SUCCESSFUL COMMUNITY AGENDAS ARE THOSE BASED ON SHARED COMMUNITY ASPIRATIONS AND OBJECTIVES DEVELOPED BY CITIZENS, NOT JUST "EXPERT" OPINIONS AND DATA ALONE. WITH THAT IN MIND, PIKES PEAK UNITED WAY CONTINUES TO LISTEN TO THE COMMUNITY TO UNDERSTAND THE VISION FOR OUR REGION, AND WHAT OBSTACLES WE FACE TO ACHIEVING THOSE AMBITIONS. PLACING VALUE ON BOTH EXPERT AS WELL AS PUBLIC KNOWLEDGE, WE WILL BE FOCUSING OUR EFFORTS ON THREE KEY AREAS: EDUCATION, INCOME AND HEALTH. (CON'T ON SCH O)

    Expenses $504,059 · Grants $169,830

  • Colorado Springs Promise

  • Dolly Parton's Imagination Library

  • Family Success Center

    Expenses $692,442 · Grants $215,968

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cindy Aubrey

    CEO/President

    Total calculated
    $181,694
    From this org
    $156,886
    From related orgs
    $0
    Other
    $24,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,886
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,455
    Nontaxable benefits
    $18,353
    Filer's total
    $181,694

  • Heather Steinman

    COO

    Total calculated
    $116,622
    From this org
    $111,641
    From related orgs
    $0
    Other
    $4,981
    Hours/week
    40

  • Tom Hilton

    CFO (From 08/2022)

    Total calculated
    $37,894
    From this org
    $34,441
    From related orgs
    $0
    Other
    $3,453
    Hours/week
    40

  • Deborah Hendrix

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Dan Nordberg

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Morane Kerak

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Melissa Burkhardt Shields

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Detra

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Finn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Randy Bernstein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jenifer Furda

    Director

    Total calculated
    $0
    Hours/week
    1

  • Betsy Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pastor Calvin Johnson

    Director (From 11/2022)

    Total calculated
    $0
    Hours/week
    1

  • Tracy Lessig

    Director (05/2023)

    Total calculated
    $0
    Hours/week
    1

  • Andrew Ritchie

    Director (From 11/2022)

    Total calculated
    $0
    Hours/week
    1

  • Chantal Lucas

    Director (From 10/2022)

    Total calculated
    $0
    Hours/week
    1

  • Annie Snead

    Director (From 05/2023)

    Total calculated
    $0
    Hours/week
    1

  • Laura Newman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mike Sullivan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bret Waters

    Director (From 05/2023)

    Total calculated
    $0
    Hours/week
    1

  • Aram Benyamin

    Director (To 05/2023)

    Total calculated
    $0
    Hours/week
    1

  • Cory Arcase

    Director (To 05/2023)

    Total calculated
    $0
    Hours/week
    1

  • Tom Ashley

    Director (To 05/2023)

    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. 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 · Written employment contract
  • 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)

Schedule J, Part I, Line 4
Base compensation was established due to a market analysis at the time of hire. The board each year analyzes current CEO salaries with other CEOs in the local area and will make merit and cost of living increases based on the results.

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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349310239

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

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