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Nonprofiteer
← UNITED WAY OF ADDISON COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF ADDISON COUNTY INC.

Totals

Total revenue
$1,935,241
Total expenses
$1,910,131
Contributions and grants received
$1,837,036
Grants paid
$1,009,077
Program service revenue
$23,888
Investment income
$68,327
Other revenue
$5,990
Total assets, end of year
$2,716,256
Total liabilities, end of year
$486,778
Net assets or fund balances, end of year
$2,229,478
Program services expenses (Part IX)
$1,594,778
Management and general expenses
$199,786
Fundraising expenses
$115,567
Program service expenses (Part III)
$1,594,778

Program services were 83.5% 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.

  • 1e · Government grants (contributions)

    $503,935

  • 1f · All other contributions, gifts and grants

    $1,333,101

  • 1g · Noncash contributions included above

    $30,926

  • 2a · Program service revenue: PROGRAM REVENUE

    total $23,888 · related or exempt $23,888

  • 3 · Investment income

    total $57,803 · excluded $57,803

  • 7a · Gross sales of assets other than inventory

    securities $399,457

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

    securities $388,933

  • 7c · Gain or loss

    securities $10,524

  • 7d · Net gain or loss

    total $10,524 · related or exempt $10,524

  • 11a · Other revenue: OTHER INCOME

    total $5,990 · excluded $5,990

  • 11e · Other revenue, total

    $5,990

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $904,454 · program services $904,454

  • 2 · Grants to domestic individuals

    total $104,623 · program services $104,623

  • 5 · Compensation of officers, directors and key employees

    total $101,166 · program services $70,816 · management and general $25,292 · fundraising $5,058

  • 7 · Other salaries and wages

    total $361,240 · program services $232,778 · management and general $68,234 · fundraising $60,228

  • 8 · Pension plan contributions

    total $10,295 · program services $3,352 · management and general $6,658 · fundraising $285

  • 9 · Other employee benefits

    total $66,166 · program services $24,358 · management and general $39,807 · fundraising $2,001

  • 10 · Payroll taxes

    total $32,388 · program services $23,350 · management and general $4,047 · fundraising $4,991

  • 11c · Fees: accounting

    total $10,600 · management and general $10,600

  • 11f · Fees: investment management

    total $9,190 · management and general $9,190

  • 11g · Fees: other

    total $61,995 · program services $59,258 · fundraising $2,737

  • 12 · Advertising and promotion

    total $28,493 · program services $14,092 · management and general $1,858 · fundraising $12,543

  • 13 · Office expenses

    total $14,348 · program services $7,204 · management and general $2,947 · fundraising $4,197

  • 14 · Information technology

    total $24,729 · program services $13,493 · management and general $3,218 · fundraising $8,018

  • 16 · Occupancy

    total $61,808 · program services $32,280 · management and general $19,599 · fundraising $9,929

  • 17 · Travel

    total $18,777 · program services $18,743 · management and general $34

  • 19 · Conferences, conventions and meetings

    total $6,272 · program services $6,272

  • 21 · Payments to affiliates

    total $16,109 · program services $9,394 · management and general $3,825 · fundraising $2,890

  • 22 · Depreciation, depletion and amortization

    total $8,006 · program services $4,209 · management and general $2,721 · fundraising $1,076

  • 23 · Insurance

    total $5,248 · program services $3,060 · management and general $1,246 · fundraising $942

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $63,012 · program services $63,012

  • 24b · Other expenses: BANK FEES

    total $1,212 · program services $30 · management and general $510 · fundraising $672

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $53,333 · end of year $19,934

  • 2 · Savings and temporary cash investments

    beginning of year $170,659 · end of year $164,691

  • 3 · Pledges and grants receivable

    beginning of year $266,767 · end of year $272,580

  • 4 · Accounts receivable

    beginning of year $191 · end of year $136

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,990 · end of year $8,611

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

    $43,432

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

    $29,917

  • 10c · Land, buildings and equipment, net

    beginning of year $21,521 · end of year $13,515

  • 11 · Investments: publicly traded securities

    beginning of year $1,563,137 · end of year $1,714,175

  • 15 · Other assets

    beginning of year $528,996 · end of year $522,614

  • 17 · Accounts payable and accrued expenses

    beginning of year $49,259 · end of year $60,756

  • 18 · Grants payable

    beginning of year $40,717 · end of year $43,421

  • 19 · Deferred revenue

    beginning of year $3,000 · end of year $75

  • 21 · Escrow or custodial account liability

    beginning of year $91,550 · end of year $100,809

  • 25 · Other liabilities

    beginning of year $302,110 · end of year $281,717

  • 27 · Net assets without donor restrictions

    beginning of year $763,847 · end of year $797,692

  • 28 · Net assets with donor restrictions

    beginning of year $1,361,111 · end of year $1,431,786

Mission and programs · 2023

Mission

FOR 56 YEARS, OUR MISSION HAS BEEN TO MOBILIZE THE COMPASSION AND GENEROSITY OF INDIVIDUALS AND ORGANIZATIONS IN ADDISON COUNTY TO IMPROVE LIVES AND STRENGTHEN THE COMMUNITY.

  • COMMUNITY LEADERSHIP & INITIATIVES: THIS PROGRAM INCLUDES INITIATIVES THAT ARE DEVELOPED AND LED BY UWAC TO BRING COLLABORATIVE PROGRAMMING TO MEET UNMET OR UNDER-MET NEEDS IN THE COMMUNITY THAT ALIGN WITH OUR IMPACT AREAS: 1. HEALTH (& EDUCATION) - IN ADDITION TO THE STOP ACT GRANT NOTED PREVIOUSLY, THE ORGANIZATION CONTINUED ITS TWO OTHER MULTI-YEAR FEDERAL SUBSTANCE ABUSE PREVENTION GRANTS. THE FIRST OF WHICH IS THE PARTNERS FOR SUCCESS (PFS) GRANT, AND THE SECOND IS THE DRUG-FREE COMMUNITIES (DFC) GRANT. PARTNERS FOR SUCCESS FUNDING IS USED TO INFORM AND EDUCATE YOUTH POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING YOUTH TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTH AND WELL-BEING. PROVIDING YOUTH LEADERSHIP OPPORTUNITIES AND INCREASING YOUTH PROTECTIVE FACTORS THROUGH EDUCATION, SPECIAL TRAININGS, EVIDENCE BASED PROGRAMMING, AND POLICY CHANGE ARE KEY OBJECTIVES OF THE PFS INITIATIVE. PFS GRANT YEAR 5 FUNDING TOTALS 287,434 AND OVERLAPS FISCAL YEARS 2024 AND 2025. DRUG FREE COMMUNITIES FUNDING IS USED TO INFORM AND EDUCATE PARENTS AND ADULT POPULATIONS ABOUT THE DANGERS OF UNDERAGE SUBSTANCE USE, EMPOWERING THEM TO MORE EFFECTIVELY INFLUENCE AND GUIDE YOUTH INTO BETTER DECISION-MAKING AND AN INCREASED LIKELIHOOD OF POSITIVE OUTCOMES. MEDIA CAMPAIGNS, EVENTS, SPECIAL TRAININGS, AND POLICY CHANGE ARE THE MAIN STRATEGIES TO ACHIEVE THESE GOALS UNDER THE DFC INITIATIVE. DFC GRANT YEAR 5 FUNDING TOTALS 125,000 AND ALSO OVERLAPS FISCAL YEARS 2024 AND 2025. UWAC ALSO CONTINUED TWO OTHER STATE FUNDED GRANTS IN FISCAL YEAR 2024. THE FIRST WAS THE CONNTINUUM OF CARE GRANT TO ADDRESS COVID-19 HEALTH DISPARITIES AMONG THE MOST VULNERABLE OF ADDISON COUNTY RESIDENTS. PROCEEDS FROM THIS GRANT TOTALED 23,463, AND SUNSET AT THE END OF FISCAL YEAR 2024. THE SECOND GRANT FUNDED LOCAL YOUTH VAPING PREVENTION INITIATIVES IN THE AMOUNT OF 28,063, AND THIS GRANT WAS RENEWED FOR ONE MORE FISCAL YEAR IN 2025. 2. EDUCATION - THE ORGANIZATION PURCHASED 480 BACKPACKS WITH SCHOOL SUPPLIES FOR DISTRIBUTION AT PARTNER SITES IN ADDISON COUNTY FOR LOCAL KINDERGARTEN, ELEMENTARY, AND SECONDARY SCHOOL STUDENTS. 3. FINANCIAL STABILITY - THE ORGANIZATION RELEASED 15,960 IN PREVIOUSLY DESIGNATED FUNDS TO ASSIST ADDISON COUNTY RESIDENTS WHO HAVE EITHER EXPERIENCED HOMELESSNESS OR ARE IN IMMEDIATE RISK OF IT, CONTINUING A COMMUNITY COLLABORATION FORMED IN FISCAL YEAR 2022 WITH OUR PARTNER AGENCIES WHO OFFER DIRECT SERVICES TO AT-RISK INDIVIDUALS. THIS COLLABORATION MEETS AS A GROUP AT LEAST MONTHLY TO CONFIDENTIALLY DISCUSS VARIOUS FUNDING REQUESTS FOR APPROVAL. UPON APPROVAL BY THE GROUP, CASE MANAGERS THEN FILE THE APPROPRIATE REIMBURSEMENT PAPERWORK WITH UWAC AFTER THEIR ORGANIZATION HAS INITIATED THIRD-PARTY PAYMENTS FOR ITEMS SUCH AS BACK RENT, SECURITY DEPOSITS, OVERDUE UTILITY BILLS, AND EMERGENCY MOTEL HOUSING. THIS FUNDING IS SPECIFICALLY TARGETED AT REQUESTS THAT ARE OTHERWISE INELIGIBLE FOR ANY OTHER FEDERAL, STATE, OR LOCAL FINANCIAL ASSISTANCE. AN ADDITIONAL 30,000 IN DESIGNATED FUNDS FOR THIS PURPOSE WILL BE RELEASED AT A RATE OF 15,000/YEAR IN FISCAL YEARS 2025 AND 2026.

    Expenses $674,933 · Grants $158,664 · Revenue $13,483

  • ORGANIZATION DEVELOPMENT ASSISTANCE: SUPPORTING THE NON-PROFIT SECTOR BY PROVIDING TECHNICAL ASSISTANCE IN AREAS SUCH AS BOARD DEVELOPMENT, STRATEGIC PLANNING AND FUNDRAISING AND RESULTS BASED ACCOUNTABILITY EFFORTS. SUPPORT ALSO INCLUDES ACTING AS FISCAL AGENT OR MANAGING FUNDING STREAMS ON BEHALF OF GRASSROOTS EFFORTS IN THE COMMUNITY: CHILD CARE CONSORTIUM, ADDISON COUNTY READERS, ADDISON COUNTY FIELD SERVICE DIRECTOR FUNDS, AND ADDISON COUNTY FOSTER CAMP FUND.

    Expenses $374,698 · Grants $374,698 · Revenue $10,405

  • VOLUNTEER PROGRAMS: THE ORGANIZATION HELD ITS ANNUAL DAYS OF CARING IN SEPTEMBER 2023. 250 VOLUNTEERS PARTICIPATED IN DIRECT SERVICE ACTIVITIES, CONTRIBUTING AN ESTIMATED 1,250 HOURS VALUED AT 41,863 IN DONATED TIME SERVED.

    Expenses $60,075 · Grants $3,000

  • FUNDING & AGENCY RELATIONS: SUPPORT THE COMMUNITY THROUGH THE COMMUNITY IMPACT FUNDING PROCESS AND GRANTS. THIS INCLUDES EFFORTS TO DEVELOP AND DEEPEN RELATIONSHIPS WITH FUNDED PARTNERS (SUCH AS OUTCOME MEASUREMENT TRAININGS AND SITE VISITS) AND EFFORTS TO SUPPORT THE COMMUNITY IMPACT VOLUNTEERS AS THEY LEARN ABOUT COMMUNITY ISSUES, THE SYSTEMS MEETING THOSE NEEDS, AND MAKING GRANT FUNDING DECISIONS. FUNDING ALIGNS WITH OUR COMMUNITY IMPACT AREAS AS FOLLOWS: (1) HEALTH AND INDEPENDENT LIVING - FUNDED 16 PROGRAMS FOR 115,062. (2) LIFE-LONG LEARNING - FUNDED 17 PROGRAMS FOR 132,000. (3) IMMEDIATE NEEDS & FINANCIAL STABILITY - FUNDED 8 PROGRAMS FOR 130,841.

    Expenses $485,072 · Grants $472,715

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • HELENA VAN VOORST

    EXECUTIVE DI

    Total calculated
    $105,279
    From this org
    $94,172
    From related orgs
    $0
    Other
    $11,107
    Hours/week
    40

  • KEN STOCKMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • LAURA MACK

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • LOGAN PRICE

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • JON CRYSTAL

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • ANN CRUMB

    MEMBER AT LA

    Total calculated
    $0
    Hours/week
    2

  • MARIA COLLETTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SARAH COWAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NIKOLINA DOBREVA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JANET FRANKLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SILVIA GONZALEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MARK PELUSO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RYAN TORRES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202521339349304117

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