Form 990 for tax year 2022
Filed by SWEETWATER-MONROE COUNTY UNITED FD.
Totals
- Total revenue
- $208,085
- Total expenses
- $186,748
- Contributions and grants received
- $204,771
- Grants paid
- $100,329
- Program service revenue
- $0
- Investment income
- -$4,721
- Other revenue
- $8,035
- Total assets, end of year
- $314,744
- Total liabilities, end of year
- $4,014
- Net assets or fund balances, end of year
- $310,730
- Program services expenses (Part IX)
- $135,298
- Management and general expenses
- $30,465
- Fundraising expenses
- $20,985
- Program service expenses (Part III)
- $135,298
Program services were 72.4% 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.
-
1a · Federated campaigns
$204,771
-
3 · Investment income
total -$4,721 · related or exempt -$4,721
-
6a · Gross rents
real property $26,420
-
6b · Less rental expenses
real property $18,385
-
6c · Rental income or loss
real property $8,035
-
6d · Net rental income or loss
total $8,035 · related or exempt $8,035
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $100,329 · program services $100,329
-
5 · Compensation of officers, directors and key employees
total $51,068 · program services $25,705 · management and general $15,409 · fundraising $9,954
-
8 · Pension plan contributions
total $1,483 · program services $659 · management and general $569 · fundraising $255
-
10 · Payroll taxes
total $4,423 · program services $1,966 · management and general $1,695 · fundraising $762
-
11c · Fees: accounting
total $3,555 · management and general $3,555
-
11e · Fees: professional fundraising services
total $5,393 · fundraising $5,393
-
12 · Advertising and promotion
total $505 · management and general $151 · fundraising $354
-
13 · Office expenses
total $1,945 · program services $245 · management and general $1,042 · fundraising $658
-
16 · Occupancy
total $2,777 · management and general $2,777
-
17 · Travel
total $5,299 · program services $1,782 · management and general $3,160 · fundraising $357
-
23 · Insurance
total $1,370 · management and general $1,370
-
24a · Other expenses: 5060 DUES
total $3,181 · program services $2,986 · management and general $195
-
24b · Other expenses: SUPPLIES
total $5,420 · program services $1,626 · management and general $542 · fundraising $3,252
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $92,144 · end of year $106,671
-
3 · Pledges and grants receivable
beginning of year $37,817 · end of year $25,093
-
9 · Prepaid expenses and deferred charges
beginning of year $1,518 · end of year $2,028
-
10a · Land, buildings and equipment: cost or other basis
$291,848
-
10b · Land, buildings and equipment: accumulated depreciation
$141,300
-
10c · Land, buildings and equipment, net
beginning of year $153,619 · end of year $150,548
-
11 · Investments: publicly traded securities
beginning of year $35,193 · end of year $30,404
-
17 · Accounts payable and accrued expenses
beginning of year $3,864 · end of year $451
-
25 · Other liabilities
beginning of year $4,683 · end of year $3,563
-
27 · Net assets without donor restrictions
beginning of year $311,744 · end of year $310,730
Mission and programs · 2022
Mission
WE HELP PEOPLE BY RAISING FUNDS AND SUPPORTING PROGRAMS THAT PROVIDE OPPORTUNITY AND CREATE LASTING CHANGE IN OUR COMMUNITY. UNITED WAY OF MONROE COUNTY FIGHTS TO ENSURE A GOOD LIFE FOR ALL BY FUNDING PROGRAMS THAT FOCUS IN HEALTH, EDUCATION, AND FINANCIAL STABILITY.
-
CONTRIBUTIONS TO OTHER NOT-FOR-PROFIT AGENCIES EXEMPT UNDER IRS 501(C)(3).
Expenses $135,298 · Revenue $204,771
As filed on the 2022 return.
Listed in Part VII
-
Caylen MatoyCAYLEN MATOY
DIRECTOR
- Total calculated
- $36,724
- From this org
- $36,724
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Stacy McWilliamsSTACY MCWILLIAMS
OFFICE MANAGER
- Total calculated
- $10,209
- From this org
- $10,209
- From related orgs
- $0
- Other
- $0
- Hours/week
- 25
-
Megan PateMEGAN PATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sherri McCrarySHERRI MCCRARY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sandra FreemanSANDRA FREEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Carl NobelCARL NOBEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn CompeauKATHRYN COMPEAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Doug RichesinDOUG RICHESIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike WebbMIKE WEBB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Charles RidenourCHARLES RIDENOUR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian GiannasioBRIAN GIANNASIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bryan HallBRYAN HALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe MarletteJOE MARLETTE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Tim MoreeTIM MOREE
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Patsy CarsonPATSY CARSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Shannon Anthony PetersSHANNON ANTHONY PETERS
CHAIRMAN
- 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
-
$15,000
EDUCATION
-
$12,800
EMERGENCY SERVICES
-
$10,000
-
$8,500
BASIC NEEDS
-
$8,000
BASIC NEEDS
-
$7,200
BASIC NEEDS
-
$6,500
HEALTH
-
$6,000
HEALTH
-
$4,800
EDUCATION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 April 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312719349301221
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.