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Nonprofiteer
← NORWALK AREA UNITED FUND

Form 990 for tax year 2023

Filed by NORWALK AREA UNITED FUND.

Totals

Total revenue
$581,249
Total expenses
$470,295
Contributions and grants received
$549,301
Grants paid
$287,440
Program service revenue
$0
Investment income
$31,948
Other revenue
$0
Total assets, end of year
$1,938,332
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,938,332
Program services expenses (Part IX)
$403,703
Management and general expenses
$53,188
Fundraising expenses
$13,404
Program service expenses (Part III)
$403,703

Program services were 85.8% 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.

  • 1f · All other contributions, gifts and grants

    $549,301

  • 3 · Investment income

    total $31,948 · excluded $31,948

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $287,440 · program services $287,440

  • 5 · Compensation of officers, directors and key employees

    total $68,390 · program services $47,873 · management and general $20,517

  • 7 · Other salaries and wages

    total $20,872 · program services $14,610 · management and general $6,262

  • 9 · Other employee benefits

    total $3,733 · program services $2,613 · management and general $1,120

  • 10 · Payroll taxes

    total $7,780 · program services $5,446 · management and general $2,334

  • 11c · Fees: accounting

    total $3,540 · program services $2,478 · management and general $708 · fundraising $354

  • 11g · Fees: other

    total $1,765 · program services $1,235 · management and general $353 · fundraising $177

  • 13 · Office expenses

    total $2,287 · program services $1,602 · management and general $457 · fundraising $228

  • 16 · Occupancy

    total $8,424 · program services $5,897 · management and general $2,527

  • 17 · Travel

    total $209 · program services $146 · management and general $42 · fundraising $21

  • 19 · Conferences, conventions and meetings

    total $44 · program services $31 · management and general $9 · fundraising $4

  • 22 · Depreciation, depletion and amortization

    total $5,283 · management and general $5,283

  • 23 · Insurance

    total $2,607 · program services $1,825 · management and general $782

  • 24a · Other expenses: INVESTMENT EXPENSES

    total $10,858 · management and general $10,858

  • 24b · Other expenses: PROGRAM SERVICE EXPENSES

    total $10,736 · program services $10,736

  • 24c · Other expenses: IMAGINATION LIBRARY PAYME

    total $9,406 · program services $9,406

  • 24d · Other expenses: CAMPAIGN EXPENSES

    total $8,787 · fundraising $8,787

  • 24e · All other expenses

    total $18,134 · program services $12,365 · management and general $1,936 · fundraising $3,833

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $414,147 · end of year $492,979

  • 2 · Savings and temporary cash investments

    end of year $150,599

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

    $183,183

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

    $33,122

  • 10c · Land, buildings and equipment, net

    beginning of year $97,663 · end of year $150,061

  • 11 · Investments: publicly traded securities

    beginning of year $1,172,276 · end of year $1,144,693

  • 15 · Other assets

    beginning of year $34,009

  • 27 · Net assets without donor restrictions

    beginning of year $1,711,225 · end of year $1,930,769

  • 28 · Net assets with donor restrictions

    beginning of year $6,870 · end of year $7,563

Mission and programs · 2023

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY BY BEING INVOLVED WITH LOCAL AGENCIES AND ORGANIZATIONS SO AS TO ASSESS AREA ISSUES, CONCERNS AND NEEDS, RAISING MONEY TO FUND ESSENTIAL LOCAL PROGRAMS, ENSURING OUR DONORS GIFTS ARE WELL SPENT AND KEPT LOCAL.

  • TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY BY BEING INVOLVED WITH LOCAL AGENCIES AND ORGANIZATIONS SO AS TO ASSESS AREA ISSUES, CONCERNS AND NEEDS, RAISING MONEY TO FUND ESSENTIAL LOCAL PROGRAMS, ENSURING OUR DONORS GIFTS ARE WELL SPENT AND KEPT LOCAL.

    Expenses $403,703 · Grants $287,440

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

Listed in Part VII

  • CAROL WHEELER

    EXECUTIVE DI

    Total calculated
    $66,845
    From this org
    $66,845
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • EMILY BAKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVE BLEILE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRACY BROWN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ERIN CANNON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STACEY CARR

    2ND VICE PRE

    Total calculated
    $0
    Hours/week
    1.5

  • DANITA CONWAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DENNIS DOUGHTY

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1.5

  • STEVE EUTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LIBBY FRENCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • AUDREY GASTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEVE GFELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN GOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ZACH JONES

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • MAKENNA LASER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KEN LEBER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEX LENDRUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • ANDREA LENYO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATE MCKINNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • BRETT MONTAGUE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • MIKE MOORE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JUDY SOMMERS PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMANDA ROWLETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KEN SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KYLE STANG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDY THOMAS

    1ST VICE PRE

    Total calculated
    $0
    Hours/week
    1.5

  • MORGAN TUCKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TAMMY VITA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN WASINIAK

    TREASURER

    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349302369

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

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