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Nonprofiteer
← UNITED WAY OF SUMNER COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF SUMNER COUNTY.

Totals

Total revenue
$1,168,347
Total expenses
$1,143,211
Contributions and grants received
$1,183,381
Grants paid
$770,423
Program service revenue
$4,048
Investment income
$5,183
Other revenue
-$24,265
Total assets, end of year
$1,175,266
Total liabilities, end of year
$903,979
Net assets or fund balances, end of year
$271,287
Program services expenses (Part IX)
$887,575
Management and general expenses
$121,323
Fundraising expenses
$134,313
Program service expenses (Part III)
$887,575

Program services were 77.6% 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

    $11,348

  • 1c · Fundraising events

    $97,002

  • 1e · Government grants (contributions)

    $11,304

  • 1f · All other contributions, gifts and grants

    $1,063,727

  • 1g · Noncash contributions included above

    $30,525

  • 2a · Program service revenue: SERVICE FEES

    total $4,048 · related or exempt $4,048

  • 3 · Investment income

    total $5,183 · excluded $5,183

  • 8a · Fundraising events: gross income

    $20,522

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

    $97,002

  • 8b · Fundraising events: direct expenses

    $44,787

  • 8c · Net income from fundraising events

    total -$24,265 · excluded -$24,265

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $770,423 · program services $770,423

  • 5 · Compensation of officers, directors and key employees

    total $126,975 · program services $34,283 · management and general $44,441 · fundraising $48,251

  • 7 · Other salaries and wages

    total $96,345 · program services $26,013 · management and general $33,721 · fundraising $36,611

  • 9 · Other employee benefits

    total $9,880 · program services $2,668 · management and general $3,458 · fundraising $3,754

  • 10 · Payroll taxes

    total $16,935 · program services $4,573 · management and general $5,927 · fundraising $6,435

  • 11g · Fees: other

    total $16,702 · program services $4,509 · management and general $5,846 · fundraising $6,347

  • 12 · Advertising and promotion

    total $9,480 · program services $7,382 · fundraising $2,098

  • 13 · Office expenses

    total $15,129 · program services $4,168 · management and general $4,791 · fundraising $6,170

  • 14 · Information technology

    total $3,979 · program services $1,074 · management and general $1,393 · fundraising $1,512

  • 16 · Occupancy

    total $39,141 · program services $10,568 · management and general $13,700 · fundraising $14,873

  • 17 · Travel

    total $1,771 · program services $269 · management and general $700 · fundraising $802

  • 19 · Conferences, conventions and meetings

    total $1,260 · program services $783 · management and general $477

  • 22 · Depreciation, depletion and amortization

    total $1,442 · program services $390 · management and general $504 · fundraising $548

  • 23 · Insurance

    total $5,598 · program services $1,512 · management and general $1,959 · fundraising $2,127

  • 24a · Other expenses: DAYS OF CARING

    total $15,560 · program services $15,560

  • 24b · Other expenses: LICENSES, FEES, & DUES

    total $12,591 · program services $3,400 · management and general $4,406 · fundraising $4,785

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $238,661 · end of year $313,031

  • 2 · Savings and temporary cash investments

    beginning of year $183,718 · end of year $188,901

  • 3 · Pledges and grants receivable

    beginning of year $392,834 · end of year $302,273

  • 4 · Accounts receivable

    beginning of year $94,268 · end of year $47,650

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,579 · end of year $7,621

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

    $34,351

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

    $13,380

  • 10c · Land, buildings and equipment, net

    beginning of year $5,941 · end of year $20,971

  • 15 · Other assets

    beginning of year $3,556 · end of year $294,819

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,992 · end of year $8,400

  • 19 · Deferred revenue

    beginning of year $3,976

  • 25 · Other liabilities

    beginning of year $666,438 · end of year $895,579

  • 27 · Net assets without donor restrictions

    beginning of year $225,781 · end of year $231,707

  • 28 · Net assets with donor restrictions

    beginning of year $20,370 · end of year $39,580

Mission and programs · 2023

Mission

TO MOBILIZE THE CARING POWER OF OUR COMMUNITY TO IMPROVE THE QUALITY OF LIFE IN SUMNER COUNTY AS A PLACE TO GROW UP, RAISE A FAMILY, WORK, ACHIEVE DREAMS, AND GROW OLDER.

  • THE ORGANIZATION IS COMMITTED TO DEPLOY FINANCIAL SUPPORT TO AGENCIES, TO MAXIMIZE RESOURCES AVAILABLE FOR SERVICES AIMED AT THE MOST URGENT NEEDS OF THE COMMUNITY, TO MUSTER COMMUNITY SUPPORT AND COMMITMENT AND MANAGE ITS OPERATION SUCCESSFULLY. A CAMPAIGN IS HELD ANNUALLY FOR CONTRIBUTIONS FROM DONORS IN SUMNER COUNTY WHICH ARE THEN ALLOCATED AS SUPPORT TO PARTNER AGENCIES BASED ON THE RECOMMENDATION OF A VOLUNTEER ALLOCATION COMMITTEE.

    Expenses $813,277 · Grants $770,423

  • COMMUNITY BUILDING: DAYS OF CARING HAPPEN THREE TIMES A YEAR AND PROVIDE A MEANINGFUL HANDS-ON VOLUNTEER EXPERIENCE WHILE GIVING A FIRST-HAND LOOK AT THE DIFFERENCE UNITED WAY OF SUMNER COUNTY IS MAKING RIGHT HERE AT HOME. DAYS OF CARING INCLUDE WINTER CARE DRIVE, UNITED WE FEED AND MOM & BABY CARE DRIVE. WHETHER CONTRIBUTING TO COLLECTION DRIVES OR SERVING AS A VOLUNTEER TO MAKE THESE EVENTS HAPPEN, PARTICIPATING IN DAYS OF CARING IS A GREAT WAY PEOPLE CAN IMPROVE THE LIVES OF OTHERS.

    Expenses $74,298 · Revenue $4,048

As filed on the 2023 return.

Listed in Part VII

  • ERIN BIRCH

    CEO

    Total calculated
    $82,217
    From this org
    $72,578
    From related orgs
    $0
    Other
    $9,639
    Hours/week
    40

  • DANIELLE ROBINSON

    CFO

    Total calculated
    $42,518
    From this org
    $42,518
    From related orgs
    $0
    Other
    $0
    Hours/week
    24

  • LEN SILVERMAN

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • KELLEY CRECELIUS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANGEL PERSON

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SUSAN GAIMARI

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • PAT CONNER

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN BEARDEN

    EAC CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JULIANNA ADENAIKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KIM BAKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARIBETH BEARFIELD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KATIE BROWN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • THERESA DOWELL-FUQUA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SAM GORTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CLAYTON HANNAH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DARRELL HUNT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JAMIE KHEIR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • WILLIAM LAMBERTH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TIM MANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BETH PICKEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BEN ROBERTS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • WYNDE ROSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRIAN SAMPEDRO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • AMY SCOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SUSANNAH WOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

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
4 November 2024
IRS schema version
2023v5.0
Source object
202413109349303516

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

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