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Nonprofiteer
← UNITED WAY OF STEELE COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF STEELE COUNTY.

Totals

Total revenue
$1,118,994
Total expenses
$1,235,589
Contributions and grants received
$1,076,754
Grants paid
$618,375
Program service revenue
$0
Investment income
$34,718
Other revenue
$7,522
Total assets, end of year
$1,561,997
Total liabilities, end of year
$616,674
Net assets or fund balances, end of year
$945,323
Program services expenses (Part IX)
$947,068
Management and general expenses
$105,148
Fundraising expenses
$183,373
Program service expenses (Part III)
$947,068

Program services were 76.6% 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.

  • 1c · Fundraising events

    $90,241

  • 1e · Government grants (contributions)

    $177,941

  • 1f · All other contributions, gifts and grants

    $808,572

  • 3 · Investment income

    total $22,097 · excluded $22,097

  • 7a · Gross sales of assets other than inventory

    securities $328,438

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

    securities $315,817

  • 7c · Gain or loss

    securities $12,621

  • 7d · Net gain or loss

    total $12,621 · excluded $12,621

  • 8a · Fundraising events: gross income

    $0

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

    $90,241

  • 8b · Fundraising events: direct expenses

    $5,932

  • 8c · Net income from fundraising events

    total -$5,932 · excluded -$5,932

  • 11a · Other revenue: FEE INCOME

    total $13,454 · excluded $13,454

  • 11e · Other revenue, total

    $13,454

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $618,375 · program services $618,375

  • 5 · Compensation of officers, directors and key employees

    total $80,857 · program services $80,857

  • 7 · Other salaries and wages

    total $152,701 · program services $26,303 · management and general $37,683 · fundraising $88,715

  • 8 · Pension plan contributions

    total $3,133 · management and general $1,790 · fundraising $1,343

  • 9 · Other employee benefits

    total $26,582 · program services $7,485 · management and general $5,544 · fundraising $13,553

  • 10 · Payroll taxes

    total $17,109 · program services $7,469 · management and general $2,831 · fundraising $6,809

  • 11c · Fees: accounting

    total $41,931 · program services $17,645 · management and general $16,239 · fundraising $8,047

  • 11f · Fees: investment management

    total $4,141 · management and general $4,141

  • 11g · Fees: other

    total $22,494 · program services $20,314 · management and general $2,180

  • 12 · Advertising and promotion

    total $54,120 · program services $54,072 · management and general $48

  • 13 · Office expenses

    total $7,844 · program services $4,036 · management and general $2,851 · fundraising $957

  • 14 · Information technology

    total $6,421 · program services $2,387 · management and general $2,179 · fundraising $1,855

  • 16 · Occupancy

    total $32,579 · program services $13,121 · management and general $10,116 · fundraising $9,342

  • 19 · Conferences, conventions and meetings

    total $8,171 · program services $7,453 · management and general $718

  • 21 · Payments to affiliates

    total $8,733 · program services $3,319 · management and general $2,707 · fundraising $2,707

  • 22 · Depreciation, depletion and amortization

    total $902 · management and general $902

  • 23 · Insurance

    total $5,038 · program services $2,088 · management and general $1,384 · fundraising $1,566

  • 24a · Other expenses: CAMPAIGN PROMOTION

    total $72,485 · program services $24,279 · management and general $4,448 · fundraising $43,758

  • 24b · Other expenses: IMAGINATION LIBRARY

    total $21,381 · program services $21,381

  • 24c · Other expenses: STAFF EXPENSE

    total $14,346 · program services $13,731 · management and general $111 · fundraising $504

  • 24d · Other expenses: WORKSHOPS

    total $13,583 · program services $8,366 · management and general $5,172 · fundraising $45

  • 24e · All other expenses

    total $22,663 · program services $14,387 · management and general $4,104 · fundraising $4,172

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $410,454 · end of year $419,224

  • 2 · Savings and temporary cash investments

    beginning of year $158,354 · end of year $9,623

  • 3 · Pledges and grants receivable

    beginning of year $504,544 · end of year $444,091

  • 4 · Accounts receivable

    beginning of year $180

  • 9 · Prepaid expenses and deferred charges

    beginning of year $988 · end of year $1,305

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

    $7,023

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

    $6,798

  • 10c · Land, buildings and equipment, net

    beginning of year $1,127 · end of year $225

  • 12 · Investments: other securities

    beginning of year $537,430 · end of year $657,601

  • 15 · Other assets

    beginning of year $7,673 · end of year $29,928

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,046 · end of year $12,211

  • 18 · Grants payable

    beginning of year $564,383 · end of year $574,361

  • 25 · Other liabilities

    beginning of year $7,673 · end of year $30,102

  • 27 · Net assets without donor restrictions

    beginning of year $1,031,129 · end of year $945,323

  • 28 · Net assets with donor restrictions

    beginning of year $5,519 · end of year $0

Mission and programs · 2023

Mission

TO CHANGE LIVES BY MOBILIZING AND OPTIMIZING THE CARING POWER OF OUR COMMUNITY.

Activities or mission (Part I)

SUPPORT OF QUALIFIED 501(C)3 AGENCIES

  • THE ORGANIZATION IS A NON PROFIT VOLUNTARY COMMUNITY ASSISTANCE AGENCY DEDICATED TO ALLOCATING PLEDGES RECEIVED, SUBSTANTIALLY ALL FROM STEELE COUNTY BUSINESSES AND INDIVIDUALS, TO VARIOUS OTHER AGENCIES TO BETTER SERVE THE COMMUNITY AND THE SURROUNDING AREA. SERVED 18 AGENCIES DURING THE YEAR.

    Expenses $947,068 · Grants $618,375

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

Listed in Part VII

  • Rachel Peterson

    CHAIR

    Total calculated
    $0
    Hours/week
    0.63

  • Todd Trout

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.63

  • Tessa Heyer-Brown

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.63

  • Warren Simons

    TREASURER

    Total calculated
    $0
    Hours/week
    0.63

  • Karen Duncan

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.63

  • Christina Wetmore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Matt Durand

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Stephanie Wanous

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Ryan Gillespie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Jason Kleeberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Abdulahi Osman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Ben Flemke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Grace Hanover

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Melinda Estey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Rachel Boss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.63

  • Annette Duncan

    PRESIDENT

    Total calculated
    $80,857
    From this org
    $71,211
    From related orgs
    $0
    Other
    $9,646
    Hours/week
    40

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
9 October 2024
IRS schema version
2023v5.1
Source object
202412899349302801

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

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