Form 990 for tax year 2023
Filed by UNITED WAY OF MONROE COUNTY INC.
Totals
- Total revenue
- $1,400,565
- Total expenses
- $1,818,615
- Contributions and grants received
- $1,336,832
- Grants paid
- $682,694
- Program service revenue
- $19,603
- Investment income
- $32,769
- Other revenue
- $11,361
- Total assets, end of year
- $3,215,445
- Total liabilities, end of year
- $388,496
- Net assets or fund balances, end of year
- $2,826,949
- Program services expenses (Part IX)
- $1,288,497
- Management and general expenses
- $245,438
- Fundraising expenses
- $284,680
- Program service expenses (Part III)
- $1,288,497
Program services were 70.9% 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
$1,122,238
-
1e · Government grants (contributions)
$156,268
-
1f · All other contributions, gifts and grants
$58,326
-
2a · Program service revenue: Designations-admin fee
total $4,319 · related or exempt $4,319
-
2b · Program service revenue: Grant administration fees
total $15,284 · related or exempt $15,284
-
3 · Investment income
total $32,769 · excluded $32,769
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous
total $11,361 · excluded $11,361
-
11e · Other revenue, total
$11,361
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $682,694 · program services $682,694
-
2 · Grants to domestic individuals
total $0
-
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 $82,618 · program services $8,262 · management and general $33,047 · fundraising $41,309
-
6 · Compensation of disqualified persons
total $421,859 · program services $235,551 · management and general $69,255 · fundraising $117,053
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $37,296 · program services $18,025 · management and general $7,563 · fundraising $11,708
-
9 · Other employee benefits
total $103,749 · program services $50,142 · management and general $21,039 · fundraising $32,568
-
10 · Payroll taxes
total $37,460 · program services $18,105 · management and general $7,596 · fundraising $11,759
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $35,391 · program services $2,224 · management and general $33,167
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $28,569 · management and general $28,569
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $47,319 · program services $35,315 · management and general $7,295 · fundraising $4,709
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $5,674 · program services $2,837 · management and general $2,837
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,456 · program services $583 · management and general $291 · fundraising $582
-
23 · Insurance
total $6,151 · program services $4,613 · management and general $923 · fundraising $615
-
24a · Other expenses: Various programs
total $178,519 · program services $178,519
-
24b · Other expenses: Campaign Costs
total $55,641 · fundraising $55,641
-
24c · Other expenses: Miscellaneous
total $19,240 · program services $14,317 · management and general $4,460 · fundraising $463
-
24d · Other expenses: Supplies
total $17,008 · program services $10,205 · management and general $3,402 · fundraising $3,401
-
24e · All other expenses
total $57,971 · program services $27,105 · management and general $25,994 · fundraising $4,872
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $475,786 · end of year $687,634
-
2 · Savings and temporary cash investments
beginning of year $2,379,629 · end of year $1,841,305
-
3 · Pledges and grants receivable
beginning of year $484,574 · end of year $504,913
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $4,270 · end of year $4,556
-
10a · Land, buildings and equipment: cost or other basis
$39,818
-
10b · Land, buildings and equipment: accumulated depreciation
$23,232
-
10c · Land, buildings and equipment, net
beginning of year $3,566 · end of year $16,586
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $192,541 · end of year $160,451
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $23,990 · end of year $32,882
-
19 · Deferred revenue
beginning of year $7,095 · end of year $7,095
-
21 · Escrow or custodial account liability
beginning of year $1,998 · end of year $6,980
-
25 · Other liabilities
beginning of year $426,258 · end of year $341,539
-
27 · Net assets without donor restrictions
beginning of year $177,727 · end of year $194,887
-
28 · Net assets with donor restrictions
beginning of year $2,903,298 · end of year $2,632,062
Mission and programs · 2023
Mission
United Way improves people's lives by addressing critical needs today and working to reduce those needs tomorrow. Funds are raised from a broad community base and granted to tax exempt agencies.
-
United Way of Monroe County serves as a convener around community issues, working with partner nonprofit agencies and a network of other community partners to provide comprehensive and collaborative solutions that build the resilience of individuals, the community, and its safety net. During 2023 United Way's annual fundraising drive supported approximately 60 organizations, including 4 other county United Ways, which support local organizations in their respective areas. Additionally United Way operates and supports a limited number of other initiatives that are consistent with the overall goals of building resilience.
Expenses $694,191
-
Heading Home of South Central Indiana is a community-wide collaboration working to strengthen housing security and decrease homelessness in this region.
Expenses $345,370
-
In connection with the COVID-19 public health and other emergencies, United Way conducted emergency programs including the management of a VITA grant from US Treasury and supplementary local fundraising program. These initiatives allowed United Way to fund between 30 and 40 agencies, which in turn addressed emergency needs such as health, housing, food and other basic services.
Expenses $248,936 · Grants $212,768
As filed on the 2023 return.
Listed in Part VII
-
Randy Rogers
Executive Dir.
- Total calculated
- $82,618
- From this org
- $82,618
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
-
Derek Fields
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Kristen Gronbjerg
Director
- Total calculated
- $0
- Hours/week
- 2
-
Eric Spoonmore
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jeremy Sowders
Director
- Total calculated
- $0
- Hours/week
- 0
-
Levi Goss
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jerry Sutherlin
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Vanessa McClary
Director
- Total calculated
- $0
- Hours/week
- 0
-
Cy Megnin
Director
- Total calculated
- $0
- Hours/week
- 0
-
Esthella O'Neil
Director
- Total calculated
- $0
- Hours/week
- 2
-
Donna Colon
Director
- Total calculated
- $0
- Hours/week
- 2
-
Christopher Pierce
Vice Chairman
- Total calculated
- $0
- Hours/week
- 2
-
Kirk White
President
- 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.
Grants on this return
-
$74,546
Food for disadvantaged
-
$64,649
Health care
-
$58,788
Reproductive ed & care
-
$56,043
Indigent food & shelter
-
$42,100
Shelter abused women
-
General & food for low income
-
$35,407
General & youth services
-
$32,126
Developmental disability
-
$27,946
Food distribution
-
$27,389
Winter Shelter
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411069349301506
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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