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Nonprofiteer
← UNITED WAY OF LAKE COUNTY INC

Form 990 for tax year 2024

Filed by UNITED WAY OF LAKE COUNTY INC.

Totals

Total revenue
$1,736,711
Total expenses
$1,882,295
Contributions and grants received
$1,583,115
Grants paid
$1,057,080
Program service revenue
$0
Investment income
$81,507
Other revenue
$72,089
Total assets, end of year
$4,574,870
Total liabilities, end of year
$945,675
Net assets or fund balances, end of year
$3,629,195
Program services expenses (Part IX)
$1,567,035
Management and general expenses
$99,382
Fundraising expenses
$215,878
Program service expenses (Part III)
$1,567,035

Program services were 83.3% 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

    $287,738

  • 1e · Government grants (contributions)

    $7,016

  • 1f · All other contributions, gifts and grants

    $1,288,361

  • 1g · Noncash contributions included above

    $95,307

  • 3 · Investment income

    total $81,507 · excluded $81,507

  • 6a · Gross rents

    real property $24,000

  • 6c · Rental income or loss

    real property $24,000

  • 6d · Net rental income or loss

    total $24,000 · excluded $24,000

  • 8a · Fundraising events: gross income

    $73,247

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

    $287,738

  • 8b · Fundraising events: direct expenses

    $73,247

  • 11a · Other revenue: MISCELLANEOUS

    total $48,089 · related or exempt $48,089

  • 11e · Other revenue, total

    $48,089

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $961,773 · program services $961,773

  • 2 · Grants to domestic individuals

    total $95,307 · program services $95,307

  • 5 · Compensation of officers, directors and key employees

    total $104,000 · program services $78,000 · management and general $10,400 · fundraising $15,600

  • 7 · Other salaries and wages

    total $307,497 · program services $158,048 · management and general $45,686 · fundraising $103,763

  • 9 · Other employee benefits

    total $56,408 · program services $32,355 · management and general $7,689 · fundraising $16,364

  • 10 · Payroll taxes

    total $33,602 · program services $19,274 · management and general $4,580 · fundraising $9,748

  • 11c · Fees: accounting

    total $16,146 · program services $2,710 · management and general $12,065 · fundraising $1,371

  • 12 · Advertising and promotion

    total $15,541 · program services $9,832 · management and general $2,337 · fundraising $3,372

  • 13 · Office expenses

    total $818 · program services $464 · management and general $119 · fundraising $235

  • 14 · Information technology

    total $40,995 · program services $26,913 · management and general $4,502 · fundraising $9,580

  • 16 · Occupancy

    total $34,860 · program services $26,145 · management and general $3,486 · fundraising $5,229

  • 17 · Travel

    total $8,656 · program services $8,656

  • 19 · Conferences, conventions and meetings

    total $89,111 · program services $52,949 · fundraising $36,162

  • 22 · Depreciation, depletion and amortization

    total $24,810 · program services $19,268 · management and general $2,217 · fundraising $3,325

  • 23 · Insurance

    total $7,867 · program services $4,513 · management and general $1,072 · fundraising $2,282

  • 24a · Other expenses: FOOD PURCHASED

    total $42,683 · program services $42,683

  • 24b · Other expenses: PAYMENTS TO AFFILIATES

    total $18,076 · program services $10,368 · management and general $2,464 · fundraising $5,244

  • 24c · Other expenses: MISCELLANEOUS

    total $16,812 · program services $13,412 · management and general $1,452 · fundraising $1,948

  • 24d · Other expenses: SUPPLIES

    total $3,018 · program services $1,731 · management and general $411 · fundraising $876

  • 24e · All other expenses

    total $4,315 · program services $2,634 · management and general $902 · fundraising $779

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $296,370 · end of year $231,423

  • 2 · Savings and temporary cash investments

    beginning of year $93,816 · end of year $141,477

  • 3 · Pledges and grants receivable

    beginning of year $329,043 · end of year $240,854

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,091 · end of year $4,885

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

    $1,138,146

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

    $799,937

  • 10c · Land, buildings and equipment, net

    beginning of year $358,034 · end of year $338,209

  • 11 · Investments: publicly traded securities

    beginning of year $3,459,821 · end of year $3,585,632

  • 15 · Other assets

    beginning of year $31,059 · end of year $32,390

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,610 · end of year $45,675

  • 18 · Grants payable

    beginning of year $1,000,000 · end of year $900,000

  • 27 · Net assets without donor restrictions

    beginning of year $3,294,838 · end of year $3,476,349

  • 28 · Net assets with donor restrictions

    beginning of year $229,786 · end of year $152,846

Mission and programs · 2024

Mission

UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH.

  • UNITED WAY OF LAKE COUNTY'S (UWLC) MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN MAKING PROGRAM FUNDING DECISIONS. THERE IS A STAFF LEAD FOR THE GROUP, BUT IT IS THE COLLECTION OF 20-25 VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDE WHICH PROGRAMS WILL RECEIVE FUNDING. UWLC UTILIZED THE SAME ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR VOLUNTEERS WERE ABLE TO SUBMIT THEIR EVALUATIONS IN ADVANCE THEN MEET IN-PERSON TO DISCUSS AND HAVE GOOD CONVERSATIONS AND QUESTIONS AMONGST THE GROUP. TO RAISE THE DOLLARS THAT OUR VOLUNTEERS HELP ALLOCATE, DOZENS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND EMPLOYEE GIVING, UWLC HOSTS SEVERAL LARGE SPECIAL EVENTS, AND HUNDREDS OF LAKE COUNTY RESIDENTS GIVE INDIVIDUALLY THROUGH DIRECT MAILINGS. THE GOAL THROUGH ALL THESE EFFORTS IS TO HELP KEEP LAKE COUNTY RESIDENTS AND EMPLOYEES ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK, AND ULTIMATELY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY.

    Expenses $1,068,361 · Grants $975,273

  • COMMUNITY IMPACT INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. OUR ANNUAL DAY OF CARING WAS HELD IN JUNE WHERE LAKE COUNTY COMPANIES, ORGANIZATIONS, AND INDIVIDUALS ADOPTED PROJECTS SUBMITTED BY LAKE COUNTY AGENCIES, AND WE HELPED TO PAIR HUNDREDS OF VOLUNTEERS WITH THE PROJECTS. THESE EFFORTS HELP TO SAVE OUR NON-PROFIT PARTNERS TENS OF THOUSANDS OF DOLLARS IN LABOR AND SUPPLIES. DURING THE GRANT ALLOCATION PROCESS IN THE SPRING, WE RAN OUR ANNUAL FEED LAKE COUNTY DRIVE THROUGH A SOLICITATION MAILING AND 100+ COMPANIES AND ORGANIZATIONS RAN FOOD AND MONETARY DRIVES. BECAUSE OF THE SUPPORT OF SO MANY COMPANIES AND INDIVIDUALS, WE WERE ABLE TO HOST SEVERAL FOOD DISTRIBUTIONS ALL THROUGHOUT THE YEAR, TOTALING NEARLY 43,000 IN DIRECT FOOD PURCHASES, ON TOP OF DISTRIBUTING TENS OF THOUSANDS OF POUNDS DONATED BY AREA COMPANIES AND INDIVIDUALS. WE ALSO MOVED TO BEING AN ON-SITE YEAR-ROUND PANTRY WHERE OUR PARTNER PANTRIES CAN OBTAIN THE FOOD THEIR SPECIFIC PANTRY NEEDS. THE HUNGER COALITION WAS ALSO FORMED TO KEEP PARTNER PANTRIES AND OTHER AGENCIES DEALING WITH FOOD INSECURITY INFORMED OF NEEDS, BEST PRACTICES, COLLABORATION EFFORTS, ETC. WE ALSO HAVE TWO AFFINITY GROUPS THAT WERE ABLE TO THRIVE THROUGHOUT THE YEAR. THE EMERGING LEADERS (EL) ARE MADE UP OF A GROUP OF LAKE COUNTY YOUNG PROFESSIONALS THAT HOST AN ANNUAL GOLF OUTING, 4 UNDER 40 AWARDS CEREMONY, AND OTHER FUNDRAISING/NETWORK EVENTS THROUGHOUT THE YEAR. BECAUSE OF THEIR EFFORTS, THEY WERE ABLE TO ALLOCATE TENS OF THOUSANDS OF DOLLARS TO PROGRAMS RELATED TO THEIR YOUTH-DRIVEN MISSION, INCLUDING 10,000 DIRECTLY TO THE YOUTH UNITED WAY PROGRAM FOR HIGH SCHOOL STUDENTS. WOMEN UNITED COMPRISES LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND CHILDREN IN LAKE COUNTY. THEY WERE ABLE TO HOST SOME OF THEIR REGULAR EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, AND THEIR SIGNATURE WINTERFEST EVENT WAS HELD IN NOVEMBER, WHERE THE IN-PERSON DONATIONS AND ONLINE RAFFLE PROCEEDS HELPED TO MAKE THIS A RECORD-BREAKING WINTERFEST. DOLLARS RAISED FROM WU FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND CHILDREN IN LAKE COUNTY, AND SHARE THE SAME PROCESS AS THE EL GROUP. BECAUSE OF THEIR EFFORTS, WOMEN UNITED WAS ABLE TO ALLOCATE OVER 111,000 TO MISSION-DRIVEN PROGRAMS. UNDER THE LEADERSHIP OF DIONE DEMITRO, UWLC CONTINUED TO BE MORE VISIBLE IN THE LAKE COUNTY COMMUNITY AND INVOLVED IN SEVERAL COMMUNITY PROJECTS, INITIATIVES, AND PARTNERSHIPS. WE HAVE PARTNERED ON HEROFEST, AN EVENT TO RAISE FUNDS FOR FIRST RESPONDERS, HAVE GROWN OUR ROLE IN THE ANNUAL BACK TO SCHOOL BASH WHERE OVER 1,500 CHILDREN GET SUPPLIES AND CLOTHING TO BE SCHOOL- READY, COORDINATED THE SEVERE WINTER WEATHER OVERNIGHT PROGRAM (CODE BLUE), AND COLLABORATED TO HELP FILL EMERGENCY NEEDS WITH THE CONTINUATION OF OUR RESPONSIVE FUND GRANTS PROCESS WITH OVER 28,000 OF DIRECT FUNDING.

    Expenses $498,674 · Grants $81,807

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dione Demitro

    CEO AND PRES

    Total calculated
    $115,897
    From this org
    $104,372
    From related orgs
    $0
    Other
    $11,525
    Hours/week
    40
  • Brandi Haught

    CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Andrew Phelps

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5
  • Maria Kula

    2ND VICE CHA

    Total calculated
    $0
    Hours/week
    5
  • Rick Bumgardner

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Patti Conrad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Robin Baum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kerry Bliss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Josh Bogner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Michelle Graf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Craig Heath

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Terry Kilbourne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ian Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Patrick Mohorcic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • George Sari

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gary Schmitt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Danielle Sindelar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joshua Strickland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bryan Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Marwin Walling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kristina Willey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Therese Zdesar

    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

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

Provenance

Return type
form_990
Tax year
2024
Filed
20 April 2026
IRS schema version
2024v5.0
Source object
202601069349301405

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

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