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Nonprofiteer
← UNITED FUND OF WARREN COUNTY

Form 990 for tax year 2023

Filed by UNITED FUND OF WARREN COUNTY.

Totals

Total revenue
$770,813
Total expenses
$713,612
Contributions and grants received
$746,482
Grants paid
$598,684
Program service revenue
$0
Investment income
$24,331
Other revenue
$0
Total assets, end of year
$1,806,494
Total liabilities, end of year
$463,131
Net assets or fund balances, end of year
$1,343,363
Program services expenses (Part IX)
$598,684
Management and general expenses
$40,882
Fundraising expenses
$74,046
Program service expenses (Part III)
$598,684

Program services were 83.9% 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

    $746,482

  • 3 · Investment income

    total $24,331 · excluded $24,331

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $598,684 · program services $598,684

  • 5 · Compensation of officers, directors and key employees

    total $59,687 · management and general $14,922 · fundraising $44,765

  • 10 · Payroll taxes

    total $5,084 · management and general $1,271 · fundraising $3,813

  • 11b · Fees: legal

    total $9,820 · management and general $4,910 · fundraising $4,910

  • 12 · Advertising and promotion

    total $4,003 · fundraising $4,003

  • 13 · Office expenses

    total $982 · management and general $491 · fundraising $491

  • 16 · Occupancy

    total $9,660 · management and general $3,525 · fundraising $6,135

  • 17 · Travel

    total $2,205 · fundraising $2,205

  • 23 · Insurance

    total $2,208 · management and general $552 · fundraising $1,656

  • 24a · Other expenses: Payments to United Way

    total $12,558 · management and general $12,558

  • 24b · Other expenses: Supplies

    total $4,852 · management and general $2,597 · fundraising $2,255

  • 24c · Other expenses: Promotional Materials

    total $3,613 · fundraising $3,613

  • 24d · Other expenses: License and Registratio

    total $200 · fundraising $200

  • 24e · All other expenses

    total $56 · management and general $56

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $575,350 · end of year $955,815

  • 2 · Savings and temporary cash investments

    beginning of year $307,493

  • 3 · Pledges and grants receivable

    beginning of year $103,501 · end of year $97,323

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,264 · end of year $4,571

  • 15 · Other assets

    beginning of year $677,066 · end of year $748,785

  • 17 · Accounts payable and accrued expenses

    beginning of year $205 · end of year $0

  • 18 · Grants payable

    beginning of year $442,500 · end of year $450,000

  • 25 · Other liabilities

    beginning of year $12,194 · end of year $13,131

  • 27 · Net assets without donor restrictions

    beginning of year $1,214,994 · end of year $1,341,764

  • 28 · Net assets with donor restrictions

    beginning of year $1,781 · end of year $1,599

Mission and programs · 2023

Mission

To operate the annual United Fund Campaign, soliciting pledges from individuals, industry, and other organizations in Warren County. The funds are received and distributed to twenty community based nonprofit organizations in furtherance of community service programs.

  • Raised money to supply grants to twenty participating agencies and community programs.

    Expenses $598,684 · Grants $598,684

As filed on the 2023 return.

Listed in Part VII

  • Michael Barrett

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tina Dell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dr R Keith Price

    Vice-President

    Total calculated
    $0
    Hours/week
    1

  • Lincoln Sokolski

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lindsey Kramer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Shawn Walker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Denise Whipp

    President

    Total calculated
    $0
    Hours/week
    2

  • Lisa To

    Vice-President

    Total calculated
    $0
    Hours/week
    1

  • Mike DelPrince

    Director

    Total calculated
    $0
    Hours/week
    1

  • Vance Lauffenburger

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Marisa Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Beth Pellegrino

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michelle Betts

    President

    Total calculated
    $0
    Hours/week
    1

  • Annie Sharp

    Director

    Total calculated
    $0
    Hours/week
    1

  • Emily Bennett

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kristy Kulka-Leichtenberger

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ashley McBride

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kristi Bogart

    Director

    Total calculated
    $0
    Hours/week
    1

  • Andy Hanks

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lacey Hanson

    Executive Director

    Total calculated
    $59,687
    From this org
    $57,948
    From related orgs
    $0
    Other
    $1,739
    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
12 February 2025
IRS schema version
2023v6.0
Source object
202520459349301667

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

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