Skip to content
Nonprofiteer
← UNITED WAY OF RICHLAND COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF RICHLAND COUNTY.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 21 January 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$1,430,885 changed to $696,006
Total expenses
$1,466,613 changed to $1,113,144
Contributions and grants received
$1,382,236 changed to $676,690
Grants paid
$845,500 changed to $750,000
Investment income
$19,207 changed to $9,163
Other revenue
$29,442 changed to $10,153
Total assets, end of year
$1,346,669 changed to $1,410,538
Total liabilities, end of year
$221,756 changed to $702,764
Net assets or fund balances, end of year
$1,124,913 changed to $707,774
Program services expenses
$1,129,290 changed to $926,372
Management and general expenses
$158,637 changed to $84,342
Fundraising expenses
$178,686 changed to $102,430
Program service expenses (Part III)
$1,129,290 changed to $926,372

Listed only on the earlier return

  • Adam Navratil
  • Bart Ingram
  • Christine Gfrer
  • Dorey Diab
  • George Andress
  • Jason Painley
  • Joe Lyren
  • Matt Dehart
  • Phil McClenathan
  • Troy Cramer

Listed only on the later return

  • Christen Dingess
  • Derek Odson
  • Dr Dorey Diab
  • Drew Gilbert
  • Elizabeth Daniels
  • Emily Cline
  • Holly Christie
  • Paige Perkeybile
  • Robin Hamill
  • Troy Smith

Listed under a different title

  • Adrian Ackerman: TRUSTEE then POLICY CHAIR
  • Brian White: TRUSTEE then PRESIDENT-EL
  • Colene Horning: PRESIDENT-EL then PRESIDENT
  • Jill Coward: TRUSTEE then TREASURER
  • Kathy Shambre: PRESIDENT then PAST PRESIDE
  • Kristi Lord: TRUSTEE then ALLOCATIONS

Totals

Total revenue
$1,430,885
Total expenses
$1,466,613
Contributions and grants received
$1,382,236
Grants paid
$845,500
Program service revenue
$0
Investment income
$19,207
Other revenue
$29,442
Total assets, end of year
$1,346,669
Total liabilities, end of year
$221,756
Net assets or fund balances, end of year
$1,124,913
Program services expenses (Part IX)
$1,129,290
Management and general expenses
$158,637
Fundraising expenses
$178,686
Program service expenses (Part III)
$1,129,290

Program services were 77.0% 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.

  • 1c · Fundraising events

    $15,300

  • 1f · All other contributions, gifts and grants

    $1,366,936

  • 1g · Noncash contributions included above

    $474

  • 3 · Investment income

    total $19,514 · excluded $19,514

  • 7a · Gross sales of assets other than inventory

    securities $99,600

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

    securities $99,907

  • 7c · Gain or loss

    securities -$307

  • 7d · Net gain or loss

    total -$307 · excluded -$307

  • 8a · Fundraising events: gross income

    $5,370

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

    $15,300

  • 8c · Net income from fundraising events

    total $5,370 · excluded $5,370

  • 11a · Other revenue: ADMINISTRATIVE FEES

    total $13,766 · related or exempt $13,766

  • 11b · Other revenue: GAIN ON ASSETS HELD BY OTHERS

    total $10,306 · related or exempt $10,306

  • 11e · Other revenue, total

    $24,072

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $845,500 · program services $845,500

  • 5 · Compensation of officers, directors and key employees

    total $79,348 · program services $7,935 · management and general $31,739 · fundraising $39,674

  • 7 · Other salaries and wages

    total $137,711 · program services $53,346 · management and general $18,873 · fundraising $65,492

  • 8 · Pension plan contributions

    total $14,158 · program services $3,997 · management and general $3,301 · fundraising $6,860

  • 9 · Other employee benefits

    total $60,499 · program services $17,080 · management and general $14,107 · fundraising $29,312

  • 10 · Payroll taxes

    total $16,121 · program services $4,551 · management and general $3,759 · fundraising $7,811

  • 11c · Fees: accounting

    total $33,195 · management and general $33,195

  • 11g · Fees: other

    total $2,142 · program services $605 · management and general $499 · fundraising $1,038

  • 12 · Advertising and promotion

    total $1,523 · management and general $557 · fundraising $966

  • 13 · Office expenses

    total $24,293 · program services $2,551 · management and general $15,348 · fundraising $6,394

  • 16 · Occupancy

    total $23,186 · program services $6,956 · management and general $11,593 · fundraising $4,637

  • 17 · Travel

    total $1,976 · program services $85 · management and general $1,116 · fundraising $775

  • 20 · Interest

    total $1,719 · management and general $1,719

  • 21 · Payments to affiliates

    total $14,156 · management and general $14,156

  • 22 · Depreciation, depletion and amortization

    total $4,335 · program services $650 · management and general $650 · fundraising $3,035

  • 23 · Insurance

    total $4,584 · program services $2,552 · management and general $2,032

  • 24a · Other expenses: CAMPAIGN AND AWARDS EXP

    total $115,308 · program services $102,510 · management and general $615 · fundraising $12,183

  • 24b · Other expenses: ALLOWANCE FOR UNCOLLECTIB

    total $34,250 · program services $34,250

  • 24c · Other expenses: COMMUNITY BETTERMENT

    total $28,041 · program services $28,041

  • 24d · Other expenses: BIG RED BOOKSHELF PROGRAM

    total $13,765 · program services $13,765

  • 24e · All other expenses

    total $10,803 · program services $4,916 · management and general $5,378 · fundraising $509

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,422 · end of year $9,535

  • 2 · Savings and temporary cash investments

    beginning of year $705,289 · end of year $843,579

  • 3 · Pledges and grants receivable

    beginning of year $335,074 · end of year $321,907

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,572 · end of year $27,628

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

    $70,697

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

    $40,407

  • 10c · Land, buildings and equipment, net

    beginning of year $34,627 · end of year $30,290

  • 11 · Investments: publicly traded securities

    beginning of year $100,297

  • 15 · Other assets

    beginning of year $129,484 · end of year $113,730

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,305 · end of year $19,163

  • 19 · Deferred revenue

    beginning of year $31,409 · end of year $44,609

  • 25 · Other liabilities

    beginning of year $128,410 · end of year $157,984

  • 27 · Net assets without donor restrictions

    beginning of year $529,446 · end of year $501,452

  • 28 · Net assets with donor restrictions

    beginning of year $631,195 · end of year $623,461

Mission and programs · 2023

Mission

FUND RAISING TO GIVE TO OTHER EXEMPT ORGANIZATIONS

  • ANNUAL FUND RAISING CAMPAIGN IS EXECUTED TO COLLECT FUNDS FROM THE GENERAL PUBLIC FOR OTHER EXEMPT ORGANIZATIONS. CAMPAIGN FUNDS ARE THEN DISTRIBUTED TO THE VARIOUS ORGANIZATIONS.

    Expenses $1,129,290 · Grants $845,500 · Revenue $24,072

As filed on the 2023 return.

Listed in Part VII

  • Daniel Varn

    EXECUTIVE DI

    Total calculated
    $92,444
    From this org
    $79,348
    From related orgs
    $0
    Other
    $13,096
    Hours/week
    40

  • Adam Navratil

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Kathy Shambre

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • George Andress

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Colene Horning

    PRESIDENT-EL

    Total calculated
    $0
    Hours/week
    1

  • Andrew Beilstein

    MARKETING CH

    Total calculated
    $0
    Hours/week
    1

  • Bart Ingram

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brad Downs

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian White

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chris May

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Clayton Herold

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Troy Cramer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian Baker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joe Lyren

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Phil McClenathan

    POLICY CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Adrian Ackerman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Matt Dehart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christine Gfrer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Curtis Freeman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dorey Diab

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jason Painley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jill Coward

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kristi Lord

    TRUSTEE

    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
2023
Filed
12 November 2024
IRS schema version
2023v5.0
Source object
202433179349305928

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.