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Nonprofiteer
← UNITED CHARITABLE

Form 990 for tax year 2023

Filed by UNITED CHARITABLE.

Totals

Total revenue
$30,216,663
Total expenses
$21,004,377
Contributions and grants received
$21,256,865
Grants paid
$14,810,346
Program service revenue
$682,619
Investment income
$8,345,395
Other revenue
-$68,216
Total assets, end of year
$184,418,980
Total liabilities, end of year
$933,280
Net assets or fund balances, end of year
$183,485,700
Program services expenses (Part IX)
$18,546,961
Management and general expenses
$2,250,806
Fundraising expenses
$206,610
Program service expenses (Part III)
$18,546,961

Program services were 88.3% 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

    $391,033

  • 1d · Related organizations

    $3,183

  • 1e · Government grants (contributions)

    $50,000

  • 1f · All other contributions, gifts and grants

    $20,812,649

  • 1g · Noncash contributions included above

    $15,277,636

  • 2a · Program service revenue: PROGRAM FEES

    total $682,619 · related or exempt $682,619

  • 3 · Investment income

    total $7,354,788 · excluded $7,354,788

  • 7a · Gross sales of assets other than inventory

    securities $12,147,355

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

    securities $11,156,748

  • 7c · Gain or loss

    securities $990,607

  • 7d · Net gain or loss

    total $990,607 · excluded $990,607

  • 8a · Fundraising events: gross income

    $285,102

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

    $391,033

  • 8b · Fundraising events: direct expenses

    $431,617

  • 8c · Net income from fundraising events

    total -$146,515 · excluded -$146,515

  • 11a · Other revenue: LIFE INSURANCE PROCEEDS

    total $78,299 · excluded $78,299

  • 11e · Other revenue, total

    $78,299

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,029,463 · program services $14,029,463

  • 2 · Grants to domestic individuals

    total $510,167 · program services $510,167

  • 3 · Grants to foreign organizations and individuals

    total $270,716 · program services $270,716

  • 5 · Compensation of officers, directors and key employees

    total $380,302 · management and general $342,272 · fundraising $38,030

  • 7 · Other salaries and wages

    total $1,751,928 · program services $951,796 · management and general $684,712 · fundraising $115,420

  • 8 · Pension plan contributions

    total $65,455 · program services $30,043 · management and general $30,753 · fundraising $4,659

  • 9 · Other employee benefits

    total $197,872 · program services $117,716 · management and general $67,761 · fundraising $12,395

  • 10 · Payroll taxes

    total $170,942 · program services $91,768 · management and general $68,353 · fundraising $10,821

  • 11b · Fees: legal

    total $399,509 · program services $346,003 · management and general $53,506

  • 11c · Fees: accounting

    total $99,859 · management and general $99,859

  • 11f · Fees: investment management

    total $258,654 · management and general $258,654

  • 12 · Advertising and promotion

    total $189,749 · program services $189,603 · fundraising $146

  • 13 · Office expenses

    total $62,851 · program services $44,086 · management and general $15,802 · fundraising $2,963

  • 14 · Information technology

    total $93,440 · program services $21,199 · management and general $72,241

  • 16 · Occupancy

    total $230,152 · program services $142,529 · management and general $86,093 · fundraising $1,530

  • 17 · Travel

    total $311,073 · program services $217,009 · management and general $73,418 · fundraising $20,646

  • 19 · Conferences, conventions and meetings

    total $29,941 · program services $27,612 · management and general $2,329

  • 22 · Depreciation, depletion and amortization

    total $1,955 · program services $1,955

  • 23 · Insurance

    total $104,112 · program services $55,384 · management and general $48,728

  • 24a · Other expenses: CONTRACT LABOR

    total $1,380,312 · program services $1,119,884 · management and general $260,428

  • 24b · Other expenses: PROGRAM RELATED SUPPLIE

    total $117,177 · program services $117,177

  • 24c · Other expenses: MISCELLANEOUS

    total $103,723 · program services $79,054 · management and general $24,669

  • 24d · Other expenses: EVENTS

    total $91,916 · program services $82,126 · management and general $9,790

  • 24e · All other expenses

    total $153,109 · program services $101,671 · management and general $51,438

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,002,558 · end of year $2,000,193

  • 3 · Pledges and grants receivable

    beginning of year $269,291 · end of year $29,961

  • 4 · Accounts receivable

    beginning of year $17,488 · end of year $21,688

  • 9 · Prepaid expenses and deferred charges

    beginning of year $76,163 · end of year $119,088

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

    $31,532

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

    $29,577

  • 10c · Land, buildings and equipment, net

    beginning of year $3,910 · end of year $1,955

  • 11 · Investments: publicly traded securities

    beginning of year $27,523,202 · end of year $33,242,696

  • 12 · Investments: other securities

    beginning of year $148,729,885 · end of year $143,234,879

  • 15 · Other assets

    beginning of year $4,763,393 · end of year $5,768,520

  • 17 · Accounts payable and accrued expenses

    beginning of year $356,517 · end of year $629,550

  • 19 · Deferred revenue

    end of year $23,534

  • 25 · Other liabilities

    beginning of year $299,172 · end of year $280,196

  • 27 · Net assets without donor restrictions

    beginning of year $10,492,925 · end of year $13,261,413

  • 28 · Net assets with donor restrictions

    beginning of year $172,237,276 · end of year $170,224,287

Mission and programs · 2023

Mission

TO GROW AND SUPPORT EACH CHARITABLE JOURNEY BY PROVIDING SIMPLE CUSTOMIZED VEHICLES THAT FULFILL YOUR PHILANTHROPIC ENDEAVORS BY ADMINISTERING DONOR-ADVISED FUNDS AND FISCALLY SPONSORED PROGRAMS.

Activities or mission (Part I)

ADMINISTER DONOR-ADVISED FUNDS AND FISCALLY SPONSORED PROGRAMS.

  • THE FOUNDATION AGAINST INTOLERANCE AND RACISM (FAIR) IS A NON-PARTISAN ORGANIZATION DEDICATED TO ADVANCING CIVIL RIGHTS AND LIBERTIES FOR ALL AMERICANS, AND PROMOTING A COMMON CULTURE BASED ON FAIRNESS, UNDERSTANDING AND HUMANITY. CHARITABLE ACTIVITIES TO CARRY OUT THEIR MISSION INCLUDE DEFENDING CIVIL LIBERTIES AND RIGHTS THAT ARE GUARANTEED TO EACH INDIVIDUAL REGARDLESS OF SKIN COLOR, ANCESTRY, OR OTHER IMMUTABLE CHARACTERISTICS. FUNDRAISING TECHNIQUES CONSIST OF DONATIONS FROM SUPPORTING INDIVIDUALS, CAMPAIGNS, EVENTS, PRIVATE GRANTS, AND DONOR ADVISED FUNDS.

    Expenses $1,781,027 · Grants $702,882 · Revenue $24,934

  • CHEESECAKE FACTORY EMPLOYEE HELP FUND, LIKE MOST CHARITABLE PROGRAMS, FOCUSES ON STRENGTHENING A COMMUNITY. THE COMMUNITY OF FOCUS FOR HELP FUND IS THE EMPLOYEE OF CHEESECAKE FACTORY. HELP FUND IS STRUCTURED AS A CORPORATE PROGRAM THAT PROVIDES RELIEF GRANTS TO CHEESECAKE FACTORY EMPLOYEES THAT ARE DEEMED ELIGIBLE DUE TO THEIR UNEXPECTED LIFE ALTERING OCCURRENCES. FUNDING CONSISTS OF CORPORATE SUPPORT AND OUTSIDE SUPPORT.

    Expenses $390,830 · Grants $365,500

  • DEARTOMORROW'S MISSION IS TO PROVIDE AN EASY TOOL, IN THE FORM OF A DIGITAL AND ARCHIVE SYSTEM, THAT ALLOWS PEOPLE TO PERSONALLY CONNECT WITH THE ISSUE OF CLIMATE CHANGE AND ENCOURAGE TAKING STRONGER ACTION BY SHARING PERSONAL STORIES WITH FRIENDS, FAMILIES AND THEIR SOCIAL NETWORKS. PARTICIPANTS SUBMIT LETTERS, VIDEOS AND PHOTOS DEDICATED TO THEIR CHILDREN, FAMILY, OR THEMSELVES ABOUT CLIMATE CHANGE, WHICH ARE THEN SHARED PUBLICLY ON THEIR WEBSITE AND THE PARTICIPANT'S SOCIAL NETWORKS. DEARTOMORROW ALSO PARTICIPATES IN GLOBAL EVENTS HELD BY THE UN AND OTHER INTERNATIONAL ORGANIZATIONS. FUNDRAISING TECHNIQUES FOCUS ON DONATIONS FROM INDIVIDUALS, CAMPAIGNS, PRIVATE GRANTS, AS WELL AS LARGE INTERNATIONAL GRANTS FROM ORGANIZATIONS THAT STRONGLY SUPPORT THE MISSION.

    Expenses $277,746 · Grants $33,639

  • UC PROGRAMS PERFORM A WIDE VARIETY OF SERVICES TO THE COMMUNITY. THE MAJORITY OF THEM HAVE WELL-DEVELOPED WEBSITES, AS WELL AS ONLINE FUNDRAISING AND SOCIAL MEDIA PRESENCE. OUR TOP PERFORMING PROGRAMS FALL INTO THE FOLLOWING CATEGORIES: CHILDREN/YOUTH, EDUCATION, FAITH-BASED MINISTRIES, COMMUNITY DEVELOPMENT, ENVIRONMENT, SOCIAL JUSTICE, AND HEALTH. ON AVERAGE, EACH UC PROGRAM HAS AT LEAST TEN VOLUNTEERS THAT ASSIST THEM THROUGHOUT THE YEAR, WITH A TOTAL OF 1,852 VOLUNTEERS FOR ALL OF UC IN 2023. OUR PROGRAMS HAVE ADVISORY COMMITTEES CONSISTING OF AT LEAST THREE INDIVIDUALS THAT MEET AN AVERAGE OF 4 TIMES A YEAR, AND MOST PROGRAMS ARE LOCATED NEAR LARGE METROPOLITAN AREAS. THE MAJORITY OF UC'S TOP-PERFORMING PROGRAMS CONDUCT FUNDRAISERS, INCLUDING SEVERAL WITH WELL-ESTABLISHED GOLF TOURNAMENTS AND GALAS. ON AVERAGE, UC PROGRAMS HAVE AROUND TEN OR MORE YEARS OF EXPERIENCE OPERATINGUNDERNEATH A FISCAL SPONSOR.

    Expenses $16,097,358 · Grants $13,708,325 · Revenue $657,685

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

Listed in Part VII

  • JULIA HEALEY

    CEO, SECRETARY OF BOARD

    Total calculated
    $229,547
    From this org
    $200,996
    From related orgs
    $0
    Other
    $28,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,996
    Bonus
    $6,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,551
    Filer's total
    $229,547

  • JOAN TOWNSEND

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • AEJAZ DAR

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RYAN RAMIREZ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MONICA GRAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENNIS KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RENUKA RACHA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIAN MARTINEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RYAN MCNEIL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC AHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JABARI BELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STACY L SUMMITT

    CONTROLLER

    Total calculated
    $150,755
    From this org
    $120,715
    From related orgs
    $0
    Other
    $30,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,715
    Bonus
    $1,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $30,040
    Filer's total
    $150,755

  • HANNIBAL NAVIES

    VP - ATHLETES CHARITABLE

    Total calculated
    $176,866
    From this org
    $155,399
    From related orgs
    $0
    Other
    $21,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,399
    Bonus
    $1,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,467
    Filer's total
    $176,866

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 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

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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413199349313841

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

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