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Nonprofiteer
← UNITED WAY OF GREATER LIMA INC

Form 990 for tax year 2022

Filed by UNITED WAY OF GREATER LIMA INC.

Totals

Total revenue
$1,523,672
Total expenses
$1,508,867
Contributions and grants received
$1,278,346
Grants paid
$785,855
Program service revenue
$0
Investment income
$221,479
Other revenue
$23,847
Total assets, end of year
$5,703,319
Total liabilities, end of year
$234,064
Net assets or fund balances, end of year
$5,469,255
Program services expenses (Part IX)
$1,016,456
Management and general expenses
$238,033
Fundraising expenses
$254,378
Program service expenses (Part III)
$1,016,456

Program services were 67.4% 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

    $1,278,346

  • 1g · Noncash contributions included above

    $1,000

  • 3 · Investment income

    total $108,281 · excluded $108,281

  • 7a · Gross sales of assets other than inventory

    securities $433,127

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

    securities $319,929

  • 7c · Gain or loss

    securities $113,198

  • 7d · Net gain or loss

    total $113,198 · excluded $113,198

  • 8a · Fundraising events: gross income

    $18,357

  • 8b · Fundraising events: direct expenses

    $19,343

  • 8c · Net income from fundraising events

    total -$986 · excluded -$986

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $16,306 · related or exempt $16,306

  • 11b · Other revenue: SERVICE FEES

    total $8,527 · related or exempt $8,527

  • 11e · Other revenue, total

    $24,833

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $785,855 · program services $785,855

  • 5 · Compensation of officers, directors and key employees

    total $55,558 · program services $6,667 · management and general $21,112 · fundraising $27,779

  • 7 · Other salaries and wages

    total $226,501 · program services $25,939 · management and general $88,589 · fundraising $111,973

  • 8 · Pension plan contributions

    total $4,911 · program services $568 · management and general $1,910 · fundraising $2,433

  • 9 · Other employee benefits

    total $27,835 · program services $3,218 · management and general $10,826 · fundraising $13,791

  • 10 · Payroll taxes

    total $22,254 · program services $2,573 · management and general $8,655 · fundraising $11,026

  • 11c · Fees: accounting

    total $20,650 · management and general $20,650

  • 11g · Fees: other

    total $99,946 · program services $18,353 · management and general $71,495 · fundraising $10,098

  • 12 · Advertising and promotion

    total $530 · fundraising $530

  • 13 · Office expenses

    total $3,407 · program services $1,278 · management and general $1,703 · fundraising $426

  • 16 · Occupancy

    total $29,037 · program services $11,585 · management and general $6,670 · fundraising $10,782

  • 17 · Travel

    total $132 · program services $132

  • 19 · Conferences, conventions and meetings

    total $6,356 · program services $6,356

  • 22 · Depreciation, depletion and amortization

    total $4,401 · program services $1,756 · management and general $1,011 · fundraising $1,634

  • 23 · Insurance

    total $7,288 · program services $2,908 · management and general $1,674 · fundraising $2,706

  • 24a · Other expenses: 211 FIRST CALL FOR HELP

    total $126,239 · program services $126,239

  • 24b · Other expenses: CAMPAIGN EXPENSES

    total $58,789 · fundraising $58,789

  • 24c · Other expenses: NATIONAL DUES

    total $11,084 · program services $11,084

  • 24d · Other expenses: GRANT EXPENDITURES

    total $8,443 · program services $8,443

  • 24e · All other expenses

    total $9,651 · program services $3,502 · management and general $3,738 · fundraising $2,411

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,132,470 · end of year $851,839

  • 2 · Savings and temporary cash investments

    beginning of year $1,549,511 · end of year $709,454

  • 3 · Pledges and grants receivable

    beginning of year $355,429 · end of year $416,782

  • 7 · Other notes and loans receivable

    beginning of year $72,233 · end of year $58,983

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,173 · end of year $12,132

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

    $43,362

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

    $36,658

  • 10c · Land, buildings and equipment, net

    beginning of year $11,105 · end of year $6,704

  • 11 · Investments: publicly traded securities

    beginning of year $2,557,921 · end of year $3,572,298

  • 15 · Other assets

    beginning of year $0 · end of year $75,127

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,252 · end of year $56,956

  • 18 · Grants payable

    beginning of year $30,385 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $110,525 · end of year $101,981

  • 25 · Other liabilities

    beginning of year $0 · end of year $75,127

  • 27 · Net assets without donor restrictions

    beginning of year $2,394,447 · end of year $2,606,159

  • 28 · Net assets with donor restrictions

    beginning of year $3,095,233 · end of year $2,863,096

Mission and programs · 2022

Mission

TO IMPROVE LIVES BY UNITING THE CARING POWER OF OUR COMMUNITY.

  • OTHER PROGRAM SERVICES: INCLUDES OTHER PROGRAM EXPENSES OF THE UNITED WAY, INCLUDING 2-1-1 SERVICES AND DESIGNATIONS TO OTHER AREAS.IN-KIND REVENUE RECEIVED IN ADVERTISING SERVICES OF $1,000 DURING THE FISCAL YEAR

    Expenses $757,962 · Grants $527,362

  • EDUCATION: FUNDS ARE INVESTED IN PROGRAMS THROUGH THE VOLUNTEER COMMUNITY INVESTMENT PROCESS AND DOLLARS DESIGNATED BY DONORS THAT PROMOTE THE EDUCATION AND HEALTHY DEVELOPMENT OF CHILDREN FROM PRE-SCHOOL THROUGH HIGH SCHOOL AND ADULT LITERACY.

    Expenses $146,713 · Grants $146,713

  • INCOME: FUNDS ARE INVESTED IN PROGRAMS THROUGH THE VOLUNTEER COMMUNITY INVESTMENT PROCESS AND DOLLARS DESIGNATED BY DONORS THAT PROVIDE BASIC NEEDS AND SAFETY FOR OUR CITIZENS.

    Expenses $62,878 · Grants $62,878

  • HEALTH: FUNDS ARE INVESTED IN PROGRAMS THROUGH THE VOLUNTEER COMMUNITY INVESTMENT PROCESS AND DOLLARS DESIGNATED BY DONORS THAT PROMOTE THE HEALTH AND WELL-BEING OF OUR SENIOR CITIZENS AND OUR MOST VULNERABLE POPULATIONS.

    Expenses $48,903 · Grants $48,903

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andrew Green

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Angie Clark

    CHAIR RESOURCE DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • C Ann Miles

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Carol Russell

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • George Davis III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jack Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jamesha Williamson

    CHAIR COMMUNITY IMPACT

    Total calculated
    $0
    Hours/week
    1

  • Jed Metzgger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Adams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Van Tilburgh

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Bronder

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Julie Quatman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Keith Horner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michelle Webb

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rick Sanchez

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • Steve Walter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sydni Winkler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tim Luce Wireman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tyson Goings

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Wendy Donley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Erin Hardesty

    PRESIDENT & CEO

    Total calculated
    $55,558
    From this org
    $55,558
    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
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202431299349300933

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

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