Skip to content
Nonprofiteer
← JACKSON COUNTY UNITED WAY INC

Form 990 for tax year 2024

Filed by JACKSON COUNTY UNITED WAY INC.

Totals

Total revenue
$619,685
Total expenses
$743,445
Contributions and grants received
$606,773
Grants paid
$304,936
Program service revenue
$0
Investment income
$12,586
Other revenue
$326
Total assets, end of year
$1,191,687
Total liabilities, end of year
$185,527
Net assets or fund balances, end of year
$1,006,160
Program services expenses (Part IX)
$510,188
Management and general expenses
$123,953
Fundraising expenses
$109,304
Program service expenses (Part III)
$510,188

Program services were 68.6% 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

    $16,188

  • 1f · All other contributions, gifts and grants

    $590,585

  • 3 · Investment income

    total $12,586 · excluded $12,586

  • 8a · Fundraising events: gross income

    $6,639

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

    $16,188

  • 8b · Fundraising events: direct expenses

    $6,313

  • 8c · Net income from fundraising events

    total $326 · excluded $326

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $304,936 · program services $304,936

  • 5 · Compensation of officers, directors and key employees

    total $67,443 · program services $35,279 · management and general $9,937 · fundraising $22,227

  • 7 · Other salaries and wages

    total $175,830 · program services $91,975 · management and general $25,907 · fundraising $57,948

  • 9 · Other employee benefits

    total $21,681 · program services $11,341 · management and general $3,194 · fundraising $7,146

  • 10 · Payroll taxes

    total $17,587 · program services $9,200 · management and general $2,591 · fundraising $5,796

  • 11a · Fees: management

    total $16,200 · management and general $16,200

  • 11c · Fees: accounting

    total $29,400 · management and general $29,400

  • 12 · Advertising and promotion

    total $40,530 · program services $31,644 · fundraising $8,886

  • 13 · Office expenses

    total $13,086 · program services $2,218 · management and general $8,652 · fundraising $2,216

  • 16 · Occupancy

    total $17,555 · program services $346 · management and general $16,712 · fundraising $497

  • 17 · Travel

    total $133 · program services $117 · fundraising $16

  • 19 · Conferences, conventions and meetings

    total $4,900 · program services $3,603 · management and general $749 · fundraising $548

  • 23 · Insurance

    total $4,673 · management and general $4,673

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $22,643 · program services $14,789 · management and general $3,830 · fundraising $4,024

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $5,090 · program services $4,740 · management and general $350

  • 24c · Other expenses: BANK CHARGES

    total $1,577 · management and general $1,577

  • 24e · All other expenses

    total $181 · management and general $181

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,072,333 · end of year $951,567

  • 3 · Pledges and grants receivable

    beginning of year $196,266 · end of year $186,660

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,123 · end of year $6,382

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

    $26,838

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

    $26,838

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $23,363 · end of year $47,078

  • 17 · Accounts payable and accrued expenses

    beginning of year $163,675 · end of year $156,538

  • 18 · Grants payable

    beginning of year $6,825 · end of year $5,941

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $23,048

  • 27 · Net assets without donor restrictions

    beginning of year $547,674 · end of year $510,522

  • 28 · Net assets with donor restrictions

    beginning of year $579,911 · end of year $495,638

Mission and programs · 2024

Mission

JACKSON COUNTY UNITED WAY ASSESSES NEEDS, SECURES RESOURCES AND STRATEGICALLY INVESTS THOSE RESOURCES TO CREATE LASTING, MEASURABLE CHANGE IN THE AREAS OF EDUCATION, HEALTH AND FINANCIAL STABILITY FOR ALL PEOPLE IN JACKSON COUNTY.

Activities or mission (Part I)

TO ASSESS NEEDS, SECURE RESOURCES AND STRATEGICALLY INVEST RESOURCES TO CREATE LASTING CHANGE IN JACKSON COUNTY, IN.

  • JACKSON COUNTY UNITED WAY THROUGH THE WORK OF OUR ANNUAL CAMPAIGN, REMAIN THE LARGEST FUNDRAISER FOR HEALTH AND HUMAN SERVICES MAKING A COLLECTIVE IMPACT THROUGHOUT THE COUNTY. WITH DONOR AND VOLUNTEER SUPPORT, UNITED WAY ASSESSES NEEDS AND INVEST THOSE RESOURCES INTO OUR COMMUNITY TO CREATE LASTING CHANGE. JACKSON COUNTY UNITED WAY'S PROGRAMMING HAS INCREASED TO ADDRESS UNMET NEEDS OF VOLUNTEER ENGAGEMENT AND PROVIDE DIRECT SUPPORT TO INDIVIDUALS IN OUR COMMUNITY. THREE PROGRAMS ARE THE KEY TO THIS SUCCESS. DAY OF CARING IS A LONG-STANDING TRADITION WHERE VOLUNTEERS PROVIDE MEANINGFUL SERVICE IN A VARIETY OF WAYS FOR OTHER NON-PROFIT AND GOVERNMENTAL ORGANIZATIONS. FREE TAX PREPARATION SERVICES FOR INDIVIDUALS THAT QUALIFY HAVE BEEN A SUCCESSFUL WAY TO APPROACH FINANCIAL STABILITY CONCERNS. ROCK'N READY SCHOOL SUPPLY ASSISTANCE PROVIDED BACKPACKS AND BASIC SCHOOL SUPPLIES FOR OVER 750 STUDENTS THROUGHOUT THE COUNTY.

    Expenses $510,188 · Grants $304,936

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

Listed in Part VII

  • Adam Disque

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gina Bane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Katie Hall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Laura Ruddick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lynsey Fleetwood

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matt Lucas

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michelle Benefiel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Samantha Wesner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Terrye Davidson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rexanne Ude

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Ali Schryer

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Colin Smith

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Christine O'Donnell

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Amy Steitz

    ASSISTANCE TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Jeff Chalfant

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Maci Baurle

    EXECUTIVE DIRECTOR

    Total calculated
    $67,444
    From this org
    $67,444
    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

Provenance

Return type
form_990
Tax year
2024
Filed
27 October 2025
IRS schema version
2024v5.2
Source object
202533039349300513

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

The source document this was parsed from is served over the API, which is where bulk and document access live.