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Nonprofiteer
← UNITED WAY OF LAKE COUNTY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF LAKE COUNTY INC.

Totals

Total revenue
$1,801,175
Total expenses
$1,847,652
Contributions and grants received
$1,693,642
Grants paid
$978,667
Program service revenue
$0
Investment income
$87,179
Other revenue
$20,354
Total assets, end of year
$3,907,092
Total liabilities, end of year
$966,346
Net assets or fund balances, end of year
$2,940,746
Program services expenses (Part IX)
$1,417,987
Management and general expenses
$114,152
Fundraising expenses
$315,513
Program service expenses (Part III)
$1,417,987

Program services were 76.7% 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)

    $88,554

  • 1f · All other contributions, gifts and grants

    $1,605,088

  • 1g · Noncash contributions included above

    $105,515

  • 3 · Investment income

    total $87,179 · excluded $87,179

  • 6a · Gross rents

    real property $15,000

  • 6c · Rental income or loss

    real property $15,000

  • 6d · Net rental income or loss

    total $15,000 · excluded $15,000

  • 11a · Other revenue: MISCELLANEOUS

    total $5,354 · related or exempt $5,354

  • 11e · Other revenue, total

    $5,354

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $902,700 · program services $902,700

  • 2 · Grants to domestic individuals

    total $75,967 · program services $75,967

  • 5 · Compensation of officers, directors and key employees

    total $87,500 · program services $48,125 · management and general $14,219 · fundraising $25,156

  • 7 · Other salaries and wages

    total $278,007 · program services $120,773 · management and general $51,475 · fundraising $105,759

  • 9 · Other employee benefits

    total $49,954 · program services $23,083 · management and general $8,979 · fundraising $17,892

  • 10 · Payroll taxes

    total $27,726 · program services $12,812 · management and general $4,983 · fundraising $9,931

  • 11b · Fees: legal

    total $1,050 · management and general $1,050

  • 11c · Fees: accounting

    total $21,344 · program services $4,677 · management and general $13,041 · fundraising $3,626

  • 12 · Advertising and promotion

    total $14,911 · program services $10,519 · fundraising $4,392

  • 13 · Office expenses

    total $18,570 · program services $4,457 · management and general $186 · fundraising $13,927

  • 14 · Information technology

    total $23,439 · program services $13,926 · management and general $3,179 · fundraising $6,334

  • 16 · Occupancy

    total $22,453 · program services $14,594 · management and general $4,491 · fundraising $3,368

  • 17 · Travel

    total $4,840 · program services $4,840

  • 19 · Conferences, conventions and meetings

    total $143,853 · program services $36,545 · fundraising $107,308

  • 22 · Depreciation, depletion and amortization

    total $24,144 · program services $15,693 · management and general $4,829 · fundraising $3,622

  • 23 · Insurance

    total $7,390 · program services $3,415 · management and general $1,328 · fundraising $2,647

  • 24a · Other expenses: FOOD PURCHASED

    total $45,542 · program services $45,542

  • 24b · Other expenses: PROGRAM IN-KIND

    total $44,583 · program services $44,583

  • 24c · Other expenses: MISCELLANEOUS

    total $14,681 · program services $10,335 · management and general $1,590 · fundraising $2,756

  • 24d · Other expenses: PAYMENTS TO AFFILIATES

    total $12,513 · program services $5,782 · management and general $2,249 · fundraising $4,482

  • 24e · All other expenses

    total $26,485 · program services $19,619 · management and general $2,553 · fundraising $4,313

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $614,166 · end of year $321,471

  • 2 · Savings and temporary cash investments

    beginning of year $150,068 · end of year $137,772

  • 3 · Pledges and grants receivable

    beginning of year $407,807 · end of year $361,243

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,956 · end of year $6,736

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

    $1,158,613

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

    $793,324

  • 10c · Land, buildings and equipment, net

    beginning of year $389,434 · end of year $365,289

  • 11 · Investments: publicly traded securities

    beginning of year $2,156,976 · end of year $2,684,377

  • 15 · Other assets

    beginning of year $29,374 · end of year $30,204

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,633 · end of year $86,346

  • 18 · Grants payable

    beginning of year $850,000 · end of year $880,000

  • 27 · Net assets without donor restrictions

    beginning of year $2,660,707 · end of year $2,738,972

  • 28 · Net assets with donor restrictions

    beginning of year $176,441 · end of year $201,774

Mission and programs · 2022

Mission

UNITED WAY OF LAKE COUNTY, ALONG WITH ITS MISSION TO "MEASURABLY IMPROVE THE QUALITY OF PEOPLE'S LIVES IN LAKE COUNTY", PROVIDES THE MOST EFFECTIVE CHANNEL THROUGH WHICH THE COMMUNITY MAY PARTICIPATE IN A VOLUNTARY, COOPERATIVE EFFORT TO IDENTIFY, EVALUATE, SUPPORT AND FUND CURRENT HUMAN SERVICE NEEDS IN LAKE COUNTY. UNITED WAY OF LAKE COUNTY IS A LOCAL, INDEPENDENT NONPROFIT ORGANIZATION THAT FUNDS PROGRAMS IN THE THREE BUILDING BLOCKS TO A BETTER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH, ALONG WITH BASIC NEEDS. UNITED WAY OF LAKE COUNTY AFFECTS TWO OUT OF EVERY THREE RESIDENTS WHILE STRIVING TO MAKE A MEASURABLE IMPACT ON ALL RESIDENTS IN THE COMMUNITY. UNITED WAY OF LAKE COUNTY'S VISION IS TO BECOME THE ENTRUSTED CHAMPION THAT DRIVES IMPROVED OUTCOMES IN OUR COMMUNITY BY FUNDING SERVICES THAT IMPACT EDUCATION, INCOME (FINANCIAL STABILITY) AND HEALTH.

  • ALLOCATIONS AND AGENCY RELATIONS INCLUDE THE EVALUATION OF COMMUNITY NEEDS AND THE DISTRIBUTION OF FUNDS TO BEST MEET THOSE NEEDS. UNITED WAY OF LAKE COUNTY'S (UWLC) MANY VOLUNTEERS ARE CRITICAL DECISION- MAKERS WHEN MAKING PROGRAM FUNDING DECISIONS. THERE IS A STAFF LEAD FOR THE GROUP, BUT IT IS THE COLLECTION OF 15-20 VOLUNTEERS THAT MEET WEEKLY FOR SEVERAL MONTHS TO EVALUATE PROGRAMS, LISTEN TO AGENCY REPRESENTATIVES, THEN DECIDE WHICH PROGRAMS WILL RECEIVE FUNDING. UWLC UTILIZED THE SAME ONLINE PLATFORM FOR APPLICATIONS AND EVALUATIONS, SO OUR DEDICATED VOLUNTEERS WERE ABLE TO MEET EFFICIENTLY USING ZOOM WHEN NEEDED, BUT WE WERE ABLE TO MEET IN-PERSON WHICH REALLY HELPED TO SPARK GOOD CONVERSATIONS AND QUESTIONS AMONGST THE GROUP. TO RAISE THE DOLLARS THAT OUR VOLUNTEERS ARE ABLE TO HELP ALLOCATE, DOZENS OF COMPANIES RUN WORKPLACE CAMPAIGNS, INVOLVING CORPORATE GIFTS AND SPECIAL EVENTS, ALONG WITH HUNDREDS OF LAKE COUNTY RESIDENTS THAT GIVE INDIVIDUALLY THROUGH MAILINGS AND OTHER EVENTS, THAT HELP KEEP LAKE COUNTY ENGAGED IN MAKING IT A BETTER PLACE TO LIVE AND WORK, AND ULTIMATELY IMPROVE THE BUILDING BLOCKS TO A STRONGER COMMUNITY; EDUCATION, FINANCIAL STABILITY, AND HEALTH.

    Expenses $988,102 · Grants $902,700

  • COMMUNITY PLANNING INCLUDES COORDINATION OF AGENCY STAFF, VOLUNTEERS, AND OTHER RESOURCES TO CONDUCT ACTIVITIES FOR THE BETTERMENT OF THE COMMUNITY. OUR ANNUAL DAY OF CARING WAS BACK TO MORE OF A PRE-COVID VERSION WHERE LAKE COUNTY COMPANIES, ORGANIZATIONS, AND INDIVIDUALS ADOPTED PROJECTS SUBMITTED BY LAKE COUNTY AGENCIES, AND WE HELPED TO PAIR THE PROJECTS WITH GROUPS OF VOLUNTEERS. DURING THE GRANT ALLOCATION PROCESS IN THE SPRING, WE STILL RAN OUR ANNUAL FEED LAKE COUNTY DRIVE THROUGH A SOLICITATION MAILING AND SEVERAL COMPANIES RAN FOOD AND MONETARY DRIVES. BECAUSE OF THE SUPPORT OF SO MANY COMPANIES AND INDIVIDUALS, WE WERE ABLE TO HOST SEVERAL FOOD DISTRIBUTIONS ALL THROUGHOUT THE YEAR, TOTALING NEARLY 50,000 IN DIRECT FOOD PURCHASES FROM LOCAL GROCERS, ON TOP OF DISTRIBUTING TENS OF THOUSANDS OF POUNDS DONATED BY AREA COMPANIES AND INDIVIDUALS. WE ALSO HAVE TWO AFFINITY GROUPS THAT WERE ABLE TO THRIVE THROUGHOUT THE YEAR. BELOW ARE SOME HIGHLIGHTS FROM THEM: EMERGING LEADERS (EL) - MADE UP OF A GROUP OF LAKE COUNTY YOUNG PROFESSIONALS THAT HOST AN ANNUAL GOLF OUTING AND OTHER FUNDRAISING/NETWORK EVENTS THROUGHOUT THE YEAR, THEY ALSO EVALUATE THE GRANT APPLICATIONS RECEIVED DURING THE REGULAR GRANT CYCLE. BECAUSE OF THEIR EFFORTS, THEY WERE ABLE TO ALLOCATE 30,000 TO PROGRAMS RELATED TO THEIR YOUTH-DRIVEN MISSION, INCLUDING THE YOUTH UNITED WAY PROGRAM FOR HIGH SCHOOL STUDENTS. WOMEN UNITED (WU) - MADE UP OF A GROUP OF LAKE COUNTY WOMEN WHOSE MISSION IS TO IMPROVE THE LIVES OF WOMEN AND CHILDREN IN LAKE COUNTY. THEY WERE ABLE TO HOST SOME OF THEIR REGULAR EVENTS THROUGHOUT THE YEAR, INCLUDING A SPEAKER SERIES, AND THEIR SIGNATURE EVENT HELD IN DECEMBER, WOMEN'S WINTERFEST, WAS DONE AS A VIRTUAL RAFFLE THAT RAISED MORE MONEY THAN THE PAST IN-PERSON EVENTS WERE ABLE TO. DOLLARS RAISED FROM WU FUNDRAISING EFFORTS ARE ALLOCATED TO PROGRAMS THAT SUPPORT AT-RISK WOMEN AND CHILDREN IN LAKE COUNTY, AND GO THROUGH THE SAME PROCESS AS THE EL GROUP. BECAUSE OF THEIR EFFORTS, WOMEN UNITED WAS ABLE TO ALLOCATE 60,000 TO THEIR MISSION-DRIVEN PROGRAMS. UNDER THE FIRST FULL-YEAR LEADERSHIP OF DIONE DEMITRO, UWLC HAS BEEN MORE VISIBLE IN THE LAKE COUNTY COMMUNITY AND INVOLVED IN OTHER COMMUNITY PROJECTS, INITIATIVES, AND PARTNERSHIPS.

    Expenses $429,885 · Grants $75,967

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

Listed in Part VII

  • DIONE DEMITRO

    CEO AND PRES

    Total calculated
    $38,380
    From this org
    $36,695
    From related orgs
    $0
    Other
    $1,685
    Hours/week
    40

  • PATTI CONRAD

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • BRANDI HAUGHT

    1ST VICE CHA

    Total calculated
    $0
    Hours/week
    5

  • ANDREW PHELPS

    2ND VICE CHA

    Total calculated
    $0
    Hours/week
    5

  • RICK BUMGARDNER

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • ROBIN BAUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MORRIS BEVERAGE III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KERRY BLISS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN BURTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELLEN FOLEY-KESSLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE GRAF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CRAIG HEATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEREMY IOSUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARIA KULA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IAN LEWIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARIA MANOCCHIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK MOHORIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARWIN WALLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KRISTINA WILLEY

    DIRECTOR

    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

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

Provenance

Return type
form_990
Tax year
2022
Filed
16 February 2024
IRS schema version
2022v5.0
Source object
202400529349301415

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.