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Nonprofiteer
← UNITED WAY OF GREENBRIER VALLEY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF GREENBRIER VALLEY INC.

Totals

Total revenue
$653,948
Total expenses
$663,419
Contributions and grants received
$647,605
Grants paid
$479,938
Program service revenue
$0
Investment income
$6,326
Other revenue
$17
Total assets, end of year
$669,532
Total liabilities, end of year
$193,370
Net assets or fund balances, end of year
$476,162
Program services expenses (Part IX)
$540,643
Management and general expenses
$39,073
Fundraising expenses
$83,703
Program service expenses (Part III)
$540,643

Program services were 81.5% 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.

  • 1a · Federated campaigns

    $1,761

  • 1c · Fundraising events

    $9,860

  • 1f · All other contributions, gifts and grants

    $635,984

  • 3 · Investment income

    total $6,326 · excluded $6,326

  • 8a · Fundraising events: gross income

    $0

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

    $9,860

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: SERVICE FEES

    total $17 · related or exempt $17

  • 11e · Other revenue, total

    $17

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $463,114 · program services $463,114

  • 2 · Grants to domestic individuals

    total $16,824 · program services $16,824

  • 5 · Compensation of officers, directors and key employees

    total $62,083 · program services $28,628 · management and general $10,660 · fundraising $22,795

  • 7 · Other salaries and wages

    total $32,887 · program services $15,165 · management and general $5,647 · fundraising $12,075

  • 8 · Pension plan contributions

    total $1,863 · program services $859 · management and general $320 · fundraising $684

  • 10 · Payroll taxes

    total $7,265 · program services $3,350 · management and general $1,247 · fundraising $2,668

  • 11c · Fees: accounting

    total $12,200 · management and general $12,200

  • 11f · Fees: investment management

    total $1,091 · management and general $1,091

  • 11g · Fees: other

    total $9,486 · program services $4,374 · management and general $1,629 · fundraising $3,483

  • 12 · Advertising and promotion

    total $30,206 · fundraising $30,206

  • 13 · Office expenses

    total $6,256 · program services $2,885 · management and general $1,074 · fundraising $2,297

  • 14 · Information technology

    total $3,156 · program services $1,455 · management and general $542 · fundraising $1,159

  • 21 · Payments to affiliates

    total $3,179 · management and general $3,179

  • 22 · Depreciation, depletion and amortization

    total $106 · program services $49 · management and general $18 · fundraising $39

  • 23 · Insurance

    total $2,405 · program services $1,109 · management and general $413 · fundraising $883

  • 24a · Other expenses: CAMPAIGN MEDIA

    total $3,200 · fundraising $3,200

  • 24b · Other expenses: CAMPAIGN MATERIALS / PR

    total $1,075 · fundraising $1,075

  • 24c · Other expenses: CAMPAIGN - VALLEY LEADE

    total $887 · fundraising $887

  • 24e · All other expenses

    total $6,136 · program services $2,831 · management and general $1,053 · fundraising $2,252

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $398,091 · end of year $520,907

  • 2 · Savings and temporary cash investments

    end of year $50,548

  • 3 · Pledges and grants receivable

    beginning of year $11,253 · end of year $3,584

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

    $9,447

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

    $9,447

  • 10c · Land, buildings and equipment, net

    beginning of year $106 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $84,332 · end of year $94,493

  • 15 · Other assets

    beginning of year $300 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,357 · end of year $193,370

  • 27 · Net assets without donor restrictions

    beginning of year $68,623 · end of year $64,815

  • 28 · Net assets with donor restrictions

    beginning of year $411,102 · end of year $411,347

Mission and programs · 2023

Mission

OUR MISSION: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITIES IN POCAHONTAS, GREENBRIER, AND MONROE COUNTIES, WEST VIRGINIA. THE MISSION INCLUDES PROVIDING A CONDUIT FOR THE PUBLIC TO SUPPORT SPECIFIC ORGANIZATIONS AND, AT THE SAME TIME, PROVIDE FOR THE EXPANSION OF THEIR CHARITY DOLLARS TO ORGANIZATIONS REQUESTING THE ASSISTANCE OF THE UNITED WAY.

Activities or mission (Part I)

OUR MISSION: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITIES IN POCAHONTAS, GREENBRIER, AND MONROE COUNTIES, WEST VIRGINIA.

  • UNITED WAY PROVIDES A COMPREHENSIVE COMMUNITY FOCUS ON PROVIDING MUCH-NEEDED SUPPORT TO COMMUNITY ORGANIZATIONS, MANY OF WHICH COULD NOT MAINTAIN THEIR PUBLIC SERVICE EFFORTS WITHOUT THE FINANCIAL ASSISTANCE AND LEADERSHIP EXAMPLE THEY RECEIVE AS A SUPPORTED AGENCY. UNITED WAY ALSO PROVIDES A MEANS OF COMMUNICATION SO THAT THE GENERAL PUBLIC, THROUGH ITS DONATIONS AND SPECIFICATIONS, VOICES AN OPINION ON THOSE PROGRAMS AND ORGANIZATIONS WHICH ARE IMPORTANT TO A PARTICULAR COMMUNITY. THOSE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO YOUTH ORGANIZATIONS, SENIOR CITIZENS ACTIVITIES, AND OTHERS WHO MAY BE IN NEED FINANCIALLY.

    Expenses $540,643 · Grants $479,938

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

Listed in Part VII

  • Sharon Rowe

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Andy Rice

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Morgan Hodge

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Ann Bray

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Todd Belcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pat Harper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andy Kelso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kim Kowalkowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristi Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aubrina Mumford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kay Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paula Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erica Vaughan

    EXECUTIVE DIRECTOR

    Total calculated
    $62,083
    From this org
    $62,083
    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
20 June 2024
IRS schema version
2023v5.1
Source object
202431949349300143

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

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