Skip to content
Nonprofiteer
← UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION

Form 990 for tax year 2023

Filed by UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION.

Totals

Total revenue
$1,367,861
Total expenses
$115,130
Contributions and grants received
$1,332,066
Grants paid
$70,386
Program service revenue
$0
Investment income
$35,795
Other revenue
$0
Total assets, end of year
$3,862,850
Total liabilities, end of year
$3,974
Net assets or fund balances, end of year
$3,858,876
Program services expenses (Part IX)
$70,386
Management and general expenses
$44,744
Fundraising expenses
$0
Program service expenses (Part III)
$70,386

Program services were 61.1% 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

    $1,332,066

  • 3 · Investment income

    total $38,206 · excluded $38,206

  • 7a · Gross sales of assets other than inventory

    securities $55,607

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

    securities $58,018

  • 7c · Gain or loss

    securities -$2,411

  • 7d · Net gain or loss

    total -$2,411 · related or exempt -$2,411

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $70,386 · program services $70,386

  • 7 · Other salaries and wages

    total $21,304 · management and general $21,304

  • 11c · Fees: accounting

    total $4,540 · management and general $4,540

  • 11f · Fees: investment management

    total $4,792 · management and general $4,792

  • 13 · Office expenses

    total $2,259 · management and general $2,259

  • 19 · Conferences, conventions and meetings

    total $865 · management and general $865

  • 24a · Other expenses: BANK SERVICE CHARGE

    total $9,488 · management and general $9,488

  • 24b · Other expenses: SPECIAL EVENTS

    total $1,377 · management and general $1,377

  • 24c · Other expenses: EQUIPMENT RENTAL AND MA

    total $80 · management and general $80

  • 24d · Other expenses: TELEPHONE AND INTERNET

    total $20 · management and general $20

  • 24e · All other expenses

    total $19 · management and general $19

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $26,073 · end of year $225,569

  • 3 · Pledges and grants receivable

    beginning of year $1,422,943 · end of year $1,976,339

  • 11 · Investments: publicly traded securities

    beginning of year $1,020,580 · end of year $1,660,942

  • 17 · Accounts payable and accrued expenses

    beginning of year $2 · end of year $3,974

  • 27 · Net assets without donor restrictions

    beginning of year $575,071 · end of year $1,399,254

  • 28 · Net assets with donor restrictions

    beginning of year $1,894,523 · end of year $2,459,622

Mission and programs · 2023

Mission

THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION, INC. IS A PUBLIC CHARITY CREATED TO HELP FULFILL THE MISSION OF THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY.

  • EIGHT AGENCIES RECEIVED DONOR DESIGNATED FUNDING IN SUPPORT OF THEIR GENERAL PROGRAM ACTIVITIES. SEE DETAILED LIST OF PROGRAMS ON SCHEDULE O. HILSABECK DISTRIBUTIONS: 1) HOOKER COUNTY COMMUNITY FOUNDATION - $7,0002) NEBRASKA WESLEYAN UNIVERSITY - $1,0003) UNITED WAY OF LINCOLN AND LANCASTER COUNTY - $6,250ROBINSON RUTZ/MULLIN DISTRIBUTIONS:1) ALS IN THE HEARTLAND : $1,0002) ALZHEIMER'S ASSOCIATION NEBRASKA CHAPTER $2503) AMERICAN HEART ASSOCIATION $5004) CEDARS HOME FOR CHILDREN FOUNDATION $2505) FOOD BANK OF LINCOLN $3,0006) LIGHTHOUSE $3,0007) UNITED WAY OF LINCOLN AND LANCASTER COUNTY $17,000GENERAL ACCOUNT1) UNITED WAY OF LINCOLN AND LANCASTER COUNTY $31,136THIS WAS APPROVED DISTRIBUTION AMOUNT TRANSFERRED TO UWLLC DURING FISCAL PERIOD.

    Expenses $70,386 · Grants $70,386

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

Listed in Part VII

  • Mark Schorr

    PRESIDENT - 2023

    Total calculated
    $0
    Hours/week
    1

  • Bill Mueller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Geoff Cline

    VICE PRESIDENT - 2023, PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • Russ Sebek

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • April Rimpley

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kevin Wailes

    PRESIDENT - 2024

    Total calculated
    $0
    Hours/week
    1

  • Phil Morgan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Chaffin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brad Crain

    VICE PRESIDENT - 2024

    Total calculated
    $0
    Hours/week
    1

  • Eric Mooss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bill Lester

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bryan Robertson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Meagan Liesveld

    EXECUTIVE DIRECTOR

    Total calculated
    $163,149
    From this org
    $0
    From related orgs
    $144,608
    Other
    $18,541
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,608 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,700 related
    Nontaxable benefits
    $0 + $9,841 related
    Filer's total
    $0 + $163,149 related

  • Mary Aldrich-Knight

    CHIEF FINANCIAL OFFICER

    Total calculated
    $100,465
    From this org
    $0
    From related orgs
    $94,008
    Other
    $6,457
    Hours/week
    1 + 40 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202413209349300021

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

The source document this was parsed from is served over the API, which is where bulk and document access live.