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Nonprofiteer
← UNITED WAY OF SUMTER CLARENDON AND LEE COUNTIES INC

Form 990 for tax year 2023

Filed by UNITED WAY OF SUMTER CLARENDON AND LEE COUNTIES INC.

Totals

Total revenue
$504,782
Total expenses
$568,657
Contributions and grants received
$445,910
Grants paid
$127,018
Program service revenue
$51,750
Investment income
$2,312
Other revenue
$4,810
Total assets, end of year
$775,741
Total liabilities, end of year
$56,834
Net assets or fund balances, end of year
$718,907
Program services expenses (Part IX)
$452,727
Management and general expenses
$72,865
Fundraising expenses
$43,065
Program service expenses (Part III)
$452,727

Program services were 79.6% 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.

  • 1e · Government grants (contributions)

    $140,256

  • 1f · All other contributions, gifts and grants

    $305,654

  • 2a · Program service revenue: ALL OTHER NONPROFIT AGENCIES

    total $26,700 · related or exempt $26,700

  • 2b · Program service revenue: TEEN PREGNANCY

    total $25,050 · related or exempt $25,050

  • 3 · Investment income

    total $2,312 · excluded $2,312

  • 11a · Other revenue: MISCELLANEOUS

    total $4,810 · related or exempt $4,810

  • 11e · Other revenue, total

    $4,810

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $127,018 · program services $127,018

  • 5 · Compensation of officers, directors and key employees

    total $82,000 · program services $36,900 · management and general $35,533 · fundraising $9,567

  • 7 · Other salaries and wages

    total $178,210 · program services $156,070 · management and general $4,167 · fundraising $17,973

  • 9 · Other employee benefits

    total $9,817 · program services $7,551 · management and general $987 · fundraising $1,279

  • 10 · Payroll taxes

    total $20,711 · program services $15,010 · management and general $3,594 · fundraising $2,107

  • 11b · Fees: legal

    total $5,115 · program services $5,115

  • 11c · Fees: accounting

    total $42,346 · program services $31,301 · management and general $7,225 · fundraising $3,820

  • 12 · Advertising and promotion

    total $250 · fundraising $250

  • 17 · Travel

    total $1,580 · program services $1,452 · management and general $102 · fundraising $26

  • 19 · Conferences, conventions and meetings

    total $1,351 · program services $332 · management and general $994 · fundraising $25

  • 22 · Depreciation, depletion and amortization

    total $5,835 · management and general $5,835

  • 23 · Insurance

    total $5,080 · management and general $5,080

  • 24a · Other expenses: PROGRAM EXPENSE

    total $37,908 · program services $37,908

  • 24b · Other expenses: SUPPLIES

    total $11,555 · program services $6,611 · management and general $1,473 · fundraising $3,471

  • 24c · Other expenses: UTILITIES AND TELEPHONE

    total $9,211 · program services $6,348 · management and general $1,451 · fundraising $1,412

  • 24d · Other expenses: HOUSING REPAIRS SUPPLIES

    total $8,773 · program services $8,773

  • 24e · All other expenses

    total $21,897 · program services $12,338 · management and general $6,424 · fundraising $3,135

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $283,327 · end of year $246,539

  • 2 · Savings and temporary cash investments

    beginning of year $100,000 · end of year $102,177

  • 3 · Pledges and grants receivable

    beginning of year $119,697 · end of year $107,007

  • 7 · Other notes and loans receivable

    beginning of year $202,586 · end of year $205,298

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

    $209,055

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

    $138,151

  • 10c · Land, buildings and equipment, net

    beginning of year $74,294 · end of year $70,904

  • 15 · Other assets

    beginning of year $42,056 · end of year $43,816

  • 17 · Accounts payable and accrued expenses

    beginning of year $39,178 · end of year $6,546

  • 19 · Deferred revenue

    end of year $50,288

  • 27 · Net assets without donor restrictions

    beginning of year $587,081 · end of year $508,653

  • 28 · Net assets with donor restrictions

    beginning of year $195,701 · end of year $210,254

Mission and programs · 2023

Mission

TO IDENTIFY THE HEALTH AND HUMAN SERVICE NEEDS OF SUMTER, CLAREDON, AND LEE COUNTIES, AND THROUGH AN ORGANIZED JOINT EFFORT, RAISE AND DISTRIBUTE FUNDS TO MEET THOSE NEEDS.

Activities or mission (Part I)

TO IDENTIFY HEALTH AND HUMAN SERVICE NEEDS OF SUMTER, CLAREDON, AND LEE COUNTIES, AND TRHOUGH AN ORGANIZED JOINT EFFORT, RAISE AND DISTRIBUTE FUNDS TO MEET THOSE NEEDS.

  • ALLOCATIONS OTHER THAN NONPROFIT AGENCIES.

    Expenses $373,510 · Grants $127,018

  • TEEN PREGNANCY PREVENTION-EDUCATIONAL MATERIALS AND PROGRAMS.

    Expenses $61,465 · Revenue $25,050

  • AMERICORPS - ADDRESS EDUCATIONALS BARRIERS OF LOW SCHOOL PERFORMANCE, HIGH-RISK SOCIAL BEHAVIORS, AND EARLY ADULT RESPONSIBILITIES.

    Expenses $17,752

As filed on the 2023 return.

Listed in Part VII

  • Kimberly Jolly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erricka Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Detra Mardis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Vanessa Smith-Canty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Swinton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sandy Vining

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chuck Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kari R Cruse

    COO

    Total calculated
    $0
    Hours/week
    40

  • Jay Montgomery

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Howie J Owens

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Vicki Singleton

    CEO

    Total calculated
    $0
    Hours/week
    40

  • Danielle Thompson

    DERBY DAY CH

    Total calculated
    $0
    Hours/week
    1

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
31 July 2024
IRS schema version
2023v5.0
Source object
202422149349300817

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