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Nonprofiteer
← UNITED WAY OF STORY COUNTY INC

Form 990 for tax year 2024

Filed by UNITED WAY OF STORY COUNTY INC.

Totals

Total revenue
$2,385,051
Total expenses
$2,332,345
Contributions and grants received
$2,197,590
Grants paid
$1,362,666
Program service revenue
$0
Investment income
$166,339
Other revenue
$21,122
Total assets, end of year
$4,359,746
Total liabilities, end of year
$497,180
Net assets or fund balances, end of year
$3,862,566
Program services expenses (Part IX)
$1,989,094
Management and general expenses
$140,020
Fundraising expenses
$203,231
Program service expenses (Part III)
$1,989,094

Program services were 85.3% 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

    $51,367

  • 1e · Government grants (contributions)

    $136,368

  • 1f · All other contributions, gifts and grants

    $2,009,855

  • 3 · Investment income

    total $132,724 · excluded $132,724

  • 7a · Gross sales of assets other than inventory

    securities $33,615

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

    securities $0

  • 7c · Gain or loss

    securities $33,615

  • 7d · Net gain or loss

    total $33,615 · excluded $33,615

  • 8a · Fundraising events: gross income

    $0

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

    $51,367

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: ADMINISTRATIVE FEES/MI

    total $21,122 · related or exempt $21,122

  • 11e · Other revenue, total

    $21,122

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,362,666 · program services $1,362,666

  • 5 · Compensation of officers, directors and key employees

    total $173,363 · program services $91,340 · management and general $55,539 · fundraising $26,484

  • 7 · Other salaries and wages

    total $352,109 · program services $209,810 · management and general $25,933 · fundraising $116,366

  • 8 · Pension plan contributions

    total $9,368 · program services $5,949 · management and general $1,057 · fundraising $2,362

  • 9 · Other employee benefits

    total $49,343 · program services $40,955 · management and general $3,454 · fundraising $4,934

  • 10 · Payroll taxes

    total $43,840 · program services $25,125 · management and general $6,797 · fundraising $11,918

  • 11c · Fees: accounting

    total $6,650 · management and general $6,650

  • 11f · Fees: investment management

    total $14,293 · management and general $14,293

  • 12 · Advertising and promotion

    total $36,822 · program services $34,610 · fundraising $2,212

  • 13 · Office expenses

    total $14,285 · program services $11,858 · management and general $1,000 · fundraising $1,427

  • 16 · Occupancy

    total $83,053 · program services $68,934 · management and general $5,814 · fundraising $8,305

  • 17 · Travel

    total $2,439 · program services $2,024 · management and general $171 · fundraising $244

  • 19 · Conferences, conventions and meetings

    total $12,461 · program services $10,343 · management and general $872 · fundraising $1,246

  • 22 · Depreciation, depletion and amortization

    total $7,157 · program services $5,940 · management and general $501 · fundraising $716

  • 23 · Insurance

    total $13,584 · program services $11,274 · management and general $951 · fundraising $1,359

  • 24a · Other expenses: CONTRACT SERVICES

    total $74,720 · program services $60,259 · management and general $14,461

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $35,622 · program services $17,811 · fundraising $17,811

  • 24c · Other expenses: DUES

    total $29,557 · program services $24,532 · management and general $2,069 · fundraising $2,956

  • 24d · Other expenses: MISCELLANEOUS

    total $6,506 · program services $5,397 · management and general $458 · fundraising $651

  • 24e · All other expenses

    total $4,507 · program services $267 · fundraising $4,240

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,562,007 · end of year $1,519,232

  • 2 · Savings and temporary cash investments

    beginning of year $398,883 · end of year $212,744

  • 3 · Pledges and grants receivable

    beginning of year $363,088 · end of year $391,248

  • 4 · Accounts receivable

    beginning of year $4,301

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,769 · end of year $12,041

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

    $211,596

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

    $206,812

  • 10c · Land, buildings and equipment, net

    beginning of year $7,622 · end of year $4,784

  • 11 · Investments: publicly traded securities

    beginning of year $1,742,255 · end of year $1,954,863

  • 15 · Other assets

    beginning of year $23,589 · end of year $264,834

  • 17 · Accounts payable and accrued expenses

    beginning of year $399,670 · end of year $217,147

  • 21 · Escrow or custodial account liability

    beginning of year $18,044 · end of year $14,709

  • 25 · Other liabilities

    beginning of year $24,142 · end of year $265,324

  • 27 · Net assets without donor restrictions

    beginning of year $2,439,250 · end of year $2,538,454

  • 28 · Net assets with donor restrictions

    beginning of year $1,233,408 · end of year $1,324,112

Mission and programs · 2024

Mission

UNITED WAY OF STORY COUNTY UNITES PEOPLE, IDEAS, AND RESOURCES TO TRANSFORM LIVES IN STORY COUNTY.

Activities or mission (Part I)

UNITED WAY OF STORY COUNTY UNITES PEOPLE, IDEAS AND RESOURCES TO TRANSFORM LIVES IN STORY COUNTY.

  • UNITED WAY OF STORY COUNTY PROVIDES FUNDING FOR SERVICES PROVIDED BY OUR PARTNER AGENCIES THROUGHOUT STORY COUNTY.

    Expenses $1,989,094 · Grants $1,362,666 · Revenue $21,122

As filed on the 2024 return.

Listed in Part VII

  • AMBER DEARDORFF

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KAREN KIEL ROSSER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOEL HOCHSTEIN

    IMMEDIATE PAST BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JANE WOODLEY

    CORPORATION TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SHAMAREE BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHELSEY AISENBREY

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JASON HENDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW PERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MILLY AGAI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATELYN PROCTOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BETHANY MCCURDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON MORTVEDT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EMMA CASSABAUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATIE SHIVELY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICK HOFFMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT CUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON KIETH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASHLEY THOMPSON

    PRESIDENT AND CEO

    Total calculated
    $112,375
    From this org
    $112,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • CINDY SMITH

    FINANCE DIRECTOR

    Total calculated
    $60,988
    From this org
    $60,988
    From related orgs
    $0
    Other
    $0
    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
2024
Filed
29 September 2025
IRS schema version
2024v5.2
Source object
202542809349300924

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