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Nonprofiteer
← UNITED WAY OF WHITEWATER VALLEY

Form 990 for tax year 2023

Filed by UNITED WAY OF WHITEWATER VALLEY.

Totals

Total revenue
$247,353
Total expenses
$389,621
Contributions and grants received
$211,179
Grants paid
$168,568
Program service revenue
$0
Investment income
$26,785
Other revenue
$9,389
Total assets, end of year
$614,313
Total liabilities, end of year
$118,863
Net assets or fund balances, end of year
$495,450
Program services expenses (Part IX)
$262,419
Management and general expenses
$47,798
Fundraising expenses
$79,404
Program service expenses (Part III)
$262,419

Program services were 67.4% 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

    $211,179

  • 3 · Investment income

    total $12,744 · excluded $12,744

  • 6a · Gross rents

    real property $6,600

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $6,600

  • 6d · Net rental income or loss

    total $6,600 · related or exempt $6,600

  • 7a · Gross sales of assets other than inventory

    securities $63,791

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

    securities $49,750

  • 7c · Gain or loss

    securities $14,041

  • 7d · Net gain or loss

    total $14,041 · related or exempt $14,041

  • 8a · Fundraising events: gross income

    $4,663

  • 8b · Fundraising events: direct expenses

    $2,247

  • 8c · Net income from fundraising events

    total $2,416 · excluded $2,416

  • 11a · Other revenue: OTHER REVENUE

    total $373 · related or exempt $373

  • 11e · Other revenue, total

    $373

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $168,568 · program services $168,568

  • 5 · Compensation of officers, directors and key employees

    total $73,203 · program services $27,407 · management and general $22,541 · fundraising $23,255

  • 10 · Payroll taxes

    total $4,948 · program services $1,824 · management and general $1,461 · fundraising $1,663

  • 11c · Fees: accounting

    total $14,813 · program services $180 · management and general $3,128 · fundraising $11,505

  • 11f · Fees: investment management

    total $4,150 · management and general $4,150

  • 12 · Advertising and promotion

    total $9,271 · program services $3,709 · fundraising $5,562

  • 16 · Occupancy

    total $8,315 · program services $3,160 · management and general $2,411 · fundraising $2,744

  • 17 · Travel

    total $1,409 · program services $564 · management and general $352 · fundraising $493

  • 19 · Conferences, conventions and meetings

    total $980 · program services $294 · management and general $294 · fundraising $392

  • 21 · Payments to affiliates

    total $3,019 · management and general $3,019

  • 22 · Depreciation, depletion and amortization

    total $4,655 · program services $1,769 · management and general $1,350 · fundraising $1,536

  • 23 · Insurance

    total $9,254 · program services $4,088 · management and general $1,062 · fundraising $4,104

  • 24a · Other expenses: COMMUNITY INITIATIVES

    total $45,197 · program services $45,197

  • 24b · Other expenses: SOFTWARE

    total $20,710 · fundraising $20,710

  • 24c · Other expenses: PROFESSIONAL STAFFING F

    total $10,664 · program services $3,555 · management and general $3,554 · fundraising $3,555

  • 24d · Other expenses: SUPPLIES

    total $2,918 · program services $104 · management and general $144 · fundraising $2,670

  • 24e · All other expenses

    total $7,547 · program services $2,000 · management and general $4,332 · fundraising $1,215

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $106,524 · end of year $35,245

  • 2 · Savings and temporary cash investments

    beginning of year $10,174 · end of year $21,127

  • 4 · Accounts receivable

    beginning of year $74,252 · end of year $73,831

  • 9 · Prepaid expenses and deferred charges

    beginning of year $100 · end of year $2,829

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

    $221,411

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

    $91,689

  • 10c · Land, buildings and equipment, net

    beginning of year $133,703 · end of year $129,722

  • 12 · Investments: other securities

    beginning of year $483,936 · end of year $351,559

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,928 · end of year $4,735

  • 25 · Other liabilities

    beginning of year $192,667 · end of year $114,128

  • 27 · Net assets without donor restrictions

    beginning of year $604,094 · end of year $495,450

Mission and programs · 2023

Mission

TO RAISE FUNDS THROUGH A UNIFIED CAMPAIGN FOR THE FINANCING OF PROGRAMS CONDUCTED FOR THE HEALTH, WELFARE AND OTHER NEEDS OF WAYNE & UNION COUNTIES.

Activities or mission (Part I)

UNIFIED CAMPAIGN TO FINANCE PROGRAMS CONDUCTED FOR SPECIFIED NEEDS OF WAYNE & UNION COUNTIES.

  • COMMUNITY IMPACT - INCLUDES FUND ALLOCATION AND DISTRIBUTION AND COMMUNITY PLANNING. 28 FUNDED PARTNERS WERE PROVIDED SUPPORT FROM THE CAMPAIGN AS WELL AS OTHER NON-FUNDED PARTNERS.

    Expenses $207,446 · Grants $168,568

  • OTHER PROGRAM SERVICES - INCLUDES INFORMATION, COMMUNITY INITIATIVES, VISION COUNCILS, AND OTHERS.

    Expenses $54,973

As filed on the 2023 return.

Listed in Part VII

  • Morgan Howard

    INTERIM BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ann Brooks

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Laura Collier

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Angela Cline

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Katie Kitchin

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jackie Webb

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Becky Stanton

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nancy Green

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tamara Brinkman

    PRESIDENT

    Total calculated
    $73,146
    From this org
    $61,695
    From related orgs
    $0
    Other
    $11,451
    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
2023
Filed
19 December 2024
IRS schema version
2023v5.1
Source object
202443559349300319

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