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Nonprofiteer
← UNITED WAY OF LAKE COUNTY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF LAKE COUNTY INC.

Totals

Total revenue
$8,903,392
Total expenses
$8,973,446
Contributions and grants received
$8,439,641
Grants paid
$4,928,831
Program service revenue
$2,870
Investment income
$473,867
Other revenue
-$12,986
Total assets, end of year
$10,023,704
Total liabilities, end of year
$1,114,455
Net assets or fund balances, end of year
$8,909,249
Program services expenses (Part IX)
$7,918,920
Management and general expenses
$406,399
Fundraising expenses
$648,127
Program service expenses (Part III)
$7,918,920

Program services were 88.2% 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

    $36,486

  • 1c · Fundraising events

    $357,178

  • 1e · Government grants (contributions)

    $3,404,059

  • 1f · All other contributions, gifts and grants

    $4,641,918

  • 1g · Noncash contributions included above

    $74,236

  • 2a · Program service revenue: DESIGNATION FEES

    total $2,870 · related or exempt $2,870

  • 3 · Investment income

    total $141,739 · excluded $141,739

  • 7a · Gross sales of assets other than inventory

    securities $1,328,828

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

    securities $996,700

  • 7c · Gain or loss

    securities $332,128

  • 7d · Net gain or loss

    total $332,128 · excluded $332,128

  • 8a · Fundraising events: gross income

    $12,951

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

    $357,178

  • 8b · Fundraising events: direct expenses

    $25,937

  • 8c · Net income from fundraising events

    total -$12,986 · excluded -$12,986

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,928,831 · program services $4,928,831

  • 5 · Compensation of officers, directors and key employees

    total $228,994 · program services $107,462 · management and general $81,424 · fundraising $40,108

  • 7 · Other salaries and wages

    total $1,366,126 · program services $923,367 · management and general $124,378 · fundraising $318,381

  • 8 · Pension plan contributions

    total $87,107 · program services $55,780 · management and general $10,149 · fundraising $21,178

  • 9 · Other employee benefits

    total $172,628 · program services $119,127 · management and general $22,356 · fundraising $31,145

  • 10 · Payroll taxes

    total $126,454 · program services $81,487 · management and general $16,078 · fundraising $28,889

  • 11a · Fees: management

    total $436,908 · program services $331,489 · management and general $42,995 · fundraising $62,424

  • 11b · Fees: legal

    total $215 · program services $107 · management and general $44 · fundraising $64

  • 11c · Fees: accounting

    total $52,253 · program services $29,077 · management and general $9,466 · fundraising $13,710

  • 11f · Fees: investment management

    total $21,928 · program services $10,929 · management and general $4,492 · fundraising $6,507

  • 11g · Fees: other

    total $855,141 · program services $821,815 · management and general $21,150 · fundraising $12,176

  • 12 · Advertising and promotion

    total $128,979 · program services $112,353 · management and general $5,933 · fundraising $10,693

  • 13 · Office expenses

    total $89,677 · program services $81,627 · management and general $3,257 · fundraising $4,793

  • 14 · Information technology

    total $25,633 · program services $18,816 · management and general $2,784 · fundraising $4,033

  • 16 · Occupancy

    total $127,515 · program services $67,374 · management and general $24,455 · fundraising $35,686

  • 17 · Travel

    total $20,952 · program services $16,582 · management and general $809 · fundraising $3,561

  • 19 · Conferences, conventions and meetings

    total $40,795 · program services $35,443 · management and general $1,637 · fundraising $3,715

  • 21 · Payments to affiliates

    total $59,786 · program services $29,797 · management and general $12,248 · fundraising $17,741

  • 22 · Depreciation, depletion and amortization

    total $72,566 · program services $36,166 · management and general $14,867 · fundraising $21,533

  • 23 · Insurance

    total $23,235 · program services $11,580 · management and general $4,760 · fundraising $6,895

  • 24a · Other expenses: UNCOLLECTABLE PLEDGES

    total $89,000 · program services $89,000

  • 24b · Other expenses: MEMBERSHIP DUES

    total $7,276 · program services $3,752 · management and general $1,439 · fundraising $2,085

  • 24e · All other expenses

    total $11,447 · program services $6,959 · management and general $1,678 · fundraising $2,810

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $300 · end of year $168

  • 2 · Savings and temporary cash investments

    beginning of year $2,721,299 · end of year $1,979,378

  • 3 · Pledges and grants receivable

    beginning of year $1,409,657 · end of year $1,927,767

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,548 · end of year $69,618

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

    $3,282,050

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

    $2,103,517

  • 10c · Land, buildings and equipment, net

    beginning of year $1,226,470 · end of year $1,178,533

  • 11 · Investments: publicly traded securities

    beginning of year $4,550,686 · end of year $4,868,240

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $455,884 · end of year $408,616

  • 18 · Grants payable

    beginning of year $590,671 · end of year $653,581

  • 19 · Deferred revenue

    beginning of year $5,000 · end of year $52,258

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,112,693 · end of year $5,340,155

  • 28 · Net assets with donor restrictions

    beginning of year $3,769,712 · end of year $3,569,094

Mission and programs · 2023

Mission

TO UNITE LEADERSHIP AND RESOURCES FOR LASTING CHANGE, BY FOCUSING ON MEETING THE FINANCIAL, SOCIAL, AND EDUCATIONAL NEEDS OF FAMILIES AND INDIVIDUALS TO IMPROVE THEIR QUALITY OF LIFE.

Activities or mission (Part I)

UNITING LEADERSHIP AND RESOURCES TO CREATE LASTING CHANGE THAT WILL AND SAVE (CONTINUED IN SCH. O) LIVES IN LAKE COUNTY, ILLINOIS.

  • PROGRAM ACHIEVEMENTS INCLUDE SENDING DESIGNATIONS TO OTHER 501(C)(3) ORGANIZATIONS, SOME OF WHICH ARE PAID DIRECTLY BY THE DONOR, AND OTHER EXEMPT PURPOSE ACHIEVEMENTS.

    Expenses $2,985,786 · Grants $2,516,131 · Revenue $2,870

  • SUCCESS BY SIX: CHILDREN ENTER KINDERGARTEN READY TO SUCCEED. THIS IS ACHIEVED THROUGH A COMBINATION OF DIRECT SERVICE AND GRANTS TO PROGRAM PARTNERS. GRANTS TO THE COMMUNITY TOTALED $111,000. THERE WERE 5 AGENCIES INVOLVED THAT SERVED 225 CLIENTS IN 2024. THESE PROGRAMS ENSURED CHILDREN ENTER KINDERGARTEN WITH THE SKILLS THEY NEED TO BE SUCCESSFUL IN SCHOOL. DIRECT SERVICE PROGRAMS HAVE A COMBINED SPEND OF $682,385. INCLUDED KINDERGARTEN COUNTDOWN CAMP SERVING 142 CHILDREN AND EARLY LEARNING CLUBS SERVING 1,850 CHILDREN. THESE PROGRAMS MEET THE GOAL: CHILDREN ENTER KINDERGARTEN WITH THE SKILLS THEY NEED TO BE SUCCESSFUL IN SCHOOL. DIRECT SERVICE PROGRAMS BETTER TOGETHER SERVED 72 FAMILIES AND 780 FAMILIES SUBSCRIBED TO BRIGHT BY TEXT.(SEE SCHEDULE O) THOSE PROGRAMS MEET THE GOAL: PARENTS BECOME THEIR CHILD'S FIRST TEACHER AND PARENTS OF CHILDREN 0-11 HAVE TIPS TO ENSURE THEIR CHILDREN THRIVE.RESOURCES INCLUDED 18,450 KINDERGARTEN READINESS CALENDARS DISTRIBUTED TO CHILDREN AGE 4-6.

    Expenses $734,731 · Grants $62,000

  • 211/SAFE & STABLE FAMILIES: A FREE, CONFIDENTIAL, MULTILINGUAL, 24/7, 365 DAYS PER YEAR INFORMATION AND REFERRAL HELPLINE. PROVIDES INFORMATION AND REFERRALS TO PEOPLE IN NEED USING PHONE CALLS, TEXT MESSAGING AND ONLINE SEARCHABLE DATABASES. TRAINED SPECIALISTS ASSIST INDIVIDUALS AND FAMILIES IN NEED WITH ACCESS TO AVAILABLE HEALTH AND HUMAN SERVICES: SUCH AS FOOD, EMERGENCY SHELTER, RENT AND UTILITY ASSISTANCE, HEALTH CLINCS, SUBSTANCE ABUSE AND MENTAL HEALTH COUNSELING, AND MORE. 8,903 CONTACTS WERE MADE TO 211 RESULTING IN 11,955 NEEDS AND 14,505 REFERRALS WITH A SPEND OF $1,031,000. THE GREATEST NEEDS ADDRESSED INCLUDED HOUSING AND SHELTER (45%) UTILITIES (11%), FOOD (7%), EMPLOYMENT AND INCOME (6%), AND HEALTHCARE (6%).

    Expenses $3,885,475 · Grants $2,296,200

  • YOUTH SUCCESS HAS A SPEND OF APPROXIMATELY $277,894 . IT MEETS THE GOAL: STUDENTS STAYING ON TRACK TO GRADUATION WHILE HAVING ACCESS TO THE CRITICAL SUPPORT, MENTORSHIP, AND RESOURCES TO SUCCEED IN SCHOOL, WORK, AND LIFE. DIRECT SERVICE PROGRAMS INCLUDE PARENT MENTOR PROGRAM (1100 STUDENTS AND 48 PARENTS) AND BREAKFAST CLUB (36 STUDENTS). RESOURCES INCLUDE (3072 BACKPACKS, 100 TEACHER KITS, 10 SENSORY PATHS, AND 15 LEARNING TRAILS). STUDENTS RECEIVED MENTORSHIP IN ACADEMICS, SOCIAL EMOTIONAL SUPPORT, AND GUIDANCE TO DEVELOP THE SKILLS NEEDED TO SUCCEED.

    Expenses $312,928 · Grants $54,500

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

Listed in Part VII

  • Kristi Long

    PRESIDENT & CEO

    Total calculated
    $242,471
    From this org
    $213,844
    From related orgs
    $0
    Other
    $28,627
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,232
    Bonus
    $15,216
    Other
    $396
    Deferred
    $12,231
    Nontaxable benefits
    $16,396
    Filer's total
    $242,471

  • Joe Garnett

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Glenda G Abbott

    COMMUNITY IMPACT CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Irene Hrusovsky

    211 ADVISORY COUNCIL CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Samer Saleh

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Warrington

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Clarence Berry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Steve Carlson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dru Garcia

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Julie Gordon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bill Gould

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Michelle Hansen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Derrick Harden

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Demar Harris

    AT LARGE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tom Hudson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • J Kevin Hunter

    BOARD MEMBER (AS OF 10/23)

    Total calculated
    $0
    Hours/week
    1

  • John Idleburg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sandi Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • Marisa Livingston

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrice Maloney-Knauff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • J Ramon Rivera

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matthew Rizzie

    BOARD MEMBER (AS OF 10/23)

    Total calculated
    $0
    Hours/week
    1

  • Lupe Rodriguez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jesus Ruiz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Schweitzer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carl Skoog

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tara Thomas-Veal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tejal Vekharia

    AT LARGE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stephen Yargosz

    BOARD MEMBER (AS OF 10/23)

    Total calculated
    $0
    Hours/week
    1

  • James Q Snodgrass

    VP RESOURCE DEVELOPMENT

    Total calculated
    $160,580
    From this org
    $142,394
    From related orgs
    $0
    Other
    $18,186
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $142,250
    Bonus
    $54
    Other
    $90
    Deferred
    $8,529
    Nontaxable benefits
    $9,657
    Filer's total
    $160,580

  • Gail Graves

    VP OF COMMUNITY IMPACT

    Total calculated
    $133,031
    From this org
    $106,961
    From related orgs
    $0
    Other
    $26,070
    Hours/week
    50

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
DURING THE FISCAL YEAR, KRISTI LONG, PRESIDENT AND CEO, RECEIVED A NON-FIXED BONUS PAYMENT REPORTED ON PART II, COLUMB B(II). THE BONUS AMOUNT WAS DETERMINED BY THE CHAIR AND APPROVED BY THE BOARD FINANCE COMMITTEE.

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

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

Provenance

Return type
form_990
Tax year
2023
Filed
21 February 2025
IRS schema version
2023v6.0
Source object
202530529349301453

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

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