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Nonprofiteer
← UNITED WAY OF CARLTON AND PINE COUNTY AREA

Form 990 for tax year 2022

Filed by UNITED WAY OF CARLTON AND PINE COUNTY AREA.

Totals

Total revenue
$331,291
Total expenses
$324,029
Contributions and grants received
$336,585
Grants paid
$172,754
Program service revenue
$0
Investment income
$1,863
Other revenue
-$7,157
Total assets, end of year
$626,063
Total liabilities, end of year
$178,367
Net assets or fund balances, end of year
$447,696
Program services expenses (Part IX)
$261,347
Management and general expenses
$34,926
Fundraising expenses
$27,756
Program service expenses (Part III)
$261,347

Program services were 80.7% 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

    $14,438

  • 1f · All other contributions, gifts and grants

    $322,147

  • 3 · Investment income

    total $1,863 · excluded $1,863

  • 8a · Fundraising events: gross income

    $0

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

    $14,438

  • 8b · Fundraising events: direct expenses

    $7,157

  • 8c · Net income from fundraising events

    total -$7,157 · excluded -$7,157

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $172,754 · program services $172,754

  • 5 · Compensation of officers, directors and key employees

    total $56,604 · program services $36,792 · management and general $14,151 · fundraising $5,661

  • 7 · Other salaries and wages

    total $20,329 · program services $13,214 · management and general $5,082 · fundraising $2,033

  • 10 · Payroll taxes

    total $7,273 · program services $4,727 · management and general $1,818 · fundraising $728

  • 11c · Fees: accounting

    total $5,777 · program services $3,755 · management and general $1,444 · fundraising $578

  • 11f · Fees: investment management

    total $1,198 · management and general $1,198

  • 12 · Advertising and promotion

    total $4,691 · program services $4,691

  • 13 · Office expenses

    total $4,864 · program services $300 · management and general $899 · fundraising $3,665

  • 16 · Occupancy

    total $11,550 · program services $7,508 · management and general $2,888 · fundraising $1,154

  • 17 · Travel

    total $1,314 · fundraising $1,314

  • 19 · Conferences, conventions and meetings

    total $1,380 · program services $1,380

  • 21 · Payments to affiliates

    total $3,084 · program services $3,084

  • 22 · Depreciation, depletion and amortization

    total $901 · management and general $901

  • 23 · Insurance

    total $3,016 · program services $1,960 · management and general $754 · fundraising $302

  • 24a · Other expenses: IMAGINATION LIBRARY

    total $9,337 · program services $9,337

  • 24b · Other expenses: SUPPLIES

    total $6,178 · fundraising $6,178

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $4,224 · fundraising $4,224

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $1,871 · program services $624 · management and general $624 · fundraising $623

  • 24e · All other expenses

    total $7,684 · program services $1,221 · management and general $5,167 · fundraising $1,296

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $207,209 · end of year $168,798

  • 2 · Savings and temporary cash investments

    beginning of year $61,650 · end of year $44,815

  • 3 · Pledges and grants receivable

    beginning of year $136,734 · end of year $165,309

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

    $4,349

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

    $950

  • 10c · Land, buildings and equipment, net

    beginning of year $2,905 · end of year $3,399

  • 11 · Investments: publicly traded securities

    beginning of year $209,101 · end of year $226,591

  • 15 · Other assets

    beginning of year $0 · end of year $17,151

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,645 · end of year $5,114

  • 25 · Other liabilities

    beginning of year $181,689 · end of year $173,253

  • 27 · Net assets without donor restrictions

    beginning of year $413,239 · end of year $443,013

  • 28 · Net assets with donor restrictions

    beginning of year $10,026 · end of year $4,683

Mission and programs · 2022

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 13 MEMBER AGENCIES.

    Expenses $172,754 · Grants $172,754

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

    Expenses $39,628

  • UNITED WAY PROVIDES SCHOOL SUPPLIES TO CARLTON COUNTY STUDENTS.

    Expenses $39,628

  • UNITED WAY PROVIDES EARLY CHILDHOOD LITERACY PROGRAM TO CARLTON COUNTY KIDS.

    Expenses $9,337

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jonathan Ballmer

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Marta Vant

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Travis Hansen

    VICE PRESIDENT (TERMED 5/2023)

    Total calculated
    $0
    Hours/week
    1

  • Nora Rosemore

    VICE PRESIDENT (TERMED 11/2022)

    Total calculated
    $0
    Hours/week
    1

  • Jake Bushey

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Colleen Fetters

    SECRETARY (TERMED 11/2022)

    Total calculated
    $0
    Hours/week
    1

  • John Shannon

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Hammitt

    DIRECTOR (TERMED 11/2022)

    Total calculated
    $0
    Hours/week
    1

  • Vicki Oberstar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jessica Ochis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jon Reimer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Zmyslony

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Buhs

    EXECUTIVE DIRECTOR

    Total calculated
    $40,250
    From this org
    $40,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    28

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
2022
Filed
16 February 2024
IRS schema version
2022v5.0
Source object
202400549349300220

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