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Nonprofiteer
← UNITED WAY OF CARLTON AND PINE COUNTY AREA

Form 990 for tax year 2024

Filed by UNITED WAY OF CARLTON AND PINE COUNTY AREA.

Totals

Total revenue
$350,841
Total expenses
$388,436
Contributions and grants received
$344,092
Grants paid
$66,569
Program service revenue
$0
Investment income
$11,880
Other revenue
-$5,131
Total assets, end of year
$548,879
Total liabilities, end of year
$143,754
Net assets or fund balances, end of year
$405,125
Program services expenses (Part IX)
$284,333
Management and general expenses
$47,838
Fundraising expenses
$56,265
Program service expenses (Part III)
$284,333

Program services were 73.2% 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

    $14,080

  • 1e · Government grants (contributions)

    $18,864

  • 1f · All other contributions, gifts and grants

    $311,148

  • 1g · Noncash contributions included above

    $21,439

  • 3 · Investment income

    total $4,161 · excluded $4,161

  • 7a · Gross sales of assets other than inventory

    securities $18,676 · other assets $6,193

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

    securities $17,150

  • 7c · Gain or loss

    securities $1,526 · other assets $6,193

  • 7d · Net gain or loss

    total $7,719 · excluded $7,719

  • 8a · Fundraising events: gross income

    $20,905

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

    $14,080

  • 8b · Fundraising events: direct expenses

    $26,036

  • 8c · Net income from fundraising events

    total -$5,131 · excluded -$5,131

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $66,569 · program services $66,569

  • 5 · Compensation of officers, directors and key employees

    total $73,450 · program services $47,742 · management and general $18,363 · fundraising $7,345

  • 7 · Other salaries and wages

    total $35,012 · program services $22,758 · management and general $8,753 · fundraising $3,501

  • 10 · Payroll taxes

    total $8,885 · program services $5,776 · management and general $2,221 · fundraising $888

  • 11c · Fees: accounting

    total $9,433 · program services $6,132 · management and general $2,358 · fundraising $943

  • 11f · Fees: investment management

    total $1,711 · management and general $1,711

  • 12 · Advertising and promotion

    total $3,804 · program services $3,804

  • 13 · Office expenses

    total $5,578 · program services $264 · management and general $791 · fundraising $4,523

  • 16 · Occupancy

    total $27,042 · program services $17,577 · management and general $6,761 · fundraising $2,704

  • 17 · Travel

    total $2,197 · fundraising $2,197

  • 21 · Payments to affiliates

    total $5,238 · program services $5,238

  • 22 · Depreciation, depletion and amortization

    total $37,847 · program services $34,062 · management and general $3,785

  • 23 · Insurance

    total $3,518 · program services $2,286 · management and general $880 · fundraising $352

  • 24a · Other expenses: PROGRAM ASSISTANCE

    total $58,926 · program services $58,926

  • 24b · Other expenses: SUPPLIES

    total $14,837 · fundraising $14,837

  • 24c · Other expenses: IMAGINATION LIBRARY

    total $11,638 · program services $11,638

  • 24d · Other expenses: UNCOLLECTED PLEDGES

    total $10,362 · fundraising $10,362

  • 24e · All other expenses

    total $12,389 · program services $1,561 · management and general $2,215 · fundraising $8,613

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $104,371 · end of year $43,215

  • 2 · Savings and temporary cash investments

    beginning of year $40,231 · end of year $20,414

  • 3 · Pledges and grants receivable

    beginning of year $150,579 · end of year $133,602

  • 9 · Prepaid expenses and deferred charges

    end of year $4,025

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

    $172,972

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

    $60,805

  • 10c · Land, buildings and equipment, net

    beginning of year $143,063 · end of year $112,167

  • 11 · Investments: publicly traded securities

    beginning of year $156,867 · end of year $173,595

  • 15 · Other assets

    beginning of year $79,867 · end of year $61,861

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,106 · end of year $15,324

  • 25 · Other liabilities

    beginning of year $236,959 · end of year $128,430

  • 27 · Net assets without donor restrictions

    beginning of year $435,913 · end of year $374,259

  • 28 · Net assets with donor restrictions

    end of year $30,866

Mission and programs · 2024

Mission

UNITED WAY FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL SECURITY, AND BASIC NEEDS OF EVERY PERSON IN EVERY COMMUNITY.

  • THE UNITED WAY REPRESENTS THE DESIRE OF THE GIVING PUBLIC BY COORDINATING THEIR GIVING SO MONEY FOR THE NEEDS OF THE COMMUNITY CAN BE RAISED EFFICIENTLY. UNITED WAY PROVIDED GRANTS TO 12 MEMBER AGENCIES.

    Expenses $66,569 · Grants $66,569

  • UNITED WAY PROVIDES COMMUNITY EDUCATION TO THE PUBLIC ON VARIOUS PROGRAMS FUNDED BY VISITING SCHOOLS, AGENCIES, AND BUSINESSES.

    Expenses $108,882

  • UNITED WAY PROVIDES SCHOOL SUPPLIES TO CARLTON COUNTY STUDENTS.

    Expenses $108,882

As filed on the 2024 return.

Listed in Part VII

  • Sarah Buhs

    EXECUTIVE DI

    Total calculated
    $73,450
    From this org
    $73,450
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Shelly Peterson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Marta Vant

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • John Shannon

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jake Bushey

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jon Reimer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vicki Oberstar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Otis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carrie Foster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Nilsen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Bergherr

    DIRECTOR

    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.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
10 April 2026
IRS schema version
2024v5.0
Source object
202601349349313530

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