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Nonprofiteer
← OSHKOSH AREA UNITED WAY INC

Form 990 for tax year 2022

Filed by OSHKOSH AREA UNITED WAY INC.

Totals

Total revenue
$1,522,910
Total expenses
$1,518,012
Contributions and grants received
$1,460,888
Grants paid
$876,000
Program service revenue
$5,200
Investment income
$36,400
Other revenue
$20,422
Total assets, end of year
$3,815,329
Total liabilities, end of year
$326,501
Net assets or fund balances, end of year
$3,488,828
Program services expenses (Part IX)
$1,344,928
Management and general expenses
$94,189
Fundraising expenses
$78,895
Program service expenses (Part III)
$1,344,928

Program services were 88.6% 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

    $9,570

  • 1d · Related organizations

    $9,162

  • 1e · Government grants (contributions)

    $20,000

  • 1f · All other contributions, gifts and grants

    $1,422,156

  • 1g · Noncash contributions included above

    $16,093

  • 2a · Program service revenue: IMAGINATION LIBRARY

    total $5,200 · related or exempt $5,200

  • 3 · Investment income

    total $36,400 · excluded $36,400

  • 8a · Fundraising events: gross income

    $26,059

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

    $9,570

  • 8b · Fundraising events: direct expenses

    $13,407

  • 8c · Net income from fundraising events

    total $12,652 · excluded $12,652

  • 10a · Gross sales of inventory

    $58

  • 10c · Net income from sales of inventory

    total $58 · excluded $58

  • 11a · Other revenue: ANNUAL MEETING/KICK-OFF

    total $4,500 · related or exempt $4,500

  • 11b · Other revenue: COMMUNITY CELEBRATION REVENUE

    total $3,000 · related or exempt $3,000

  • 11c · Other revenue: COMMUNITY EVENTS

    total $185 · related or exempt $185

  • 11d · All other revenue

    total $27 · related or exempt $27

  • 11e · Other revenue, total

    $7,712

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $876,000 · program services $876,000

  • 5 · Compensation of officers, directors and key employees

    total $140,007 · program services $105,732 · management and general $17,380 · fundraising $16,895

  • 7 · Other salaries and wages

    total $161,437 · program services $129,395 · management and general $18,793 · fundraising $13,249

  • 8 · Pension plan contributions

    total $6,752 · program services $5,267 · management and general $810 · fundraising $675

  • 9 · Other employee benefits

    total $29,071 · program services $22,674 · management and general $3,489 · fundraising $2,908

  • 10 · Payroll taxes

    total $21,282 · program services $16,600 · management and general $2,554 · fundraising $2,128

  • 11c · Fees: accounting

    total $36,529 · program services $21,917 · management and general $10,959 · fundraising $3,653

  • 11f · Fees: investment management

    total $13,835 · management and general $13,835

  • 11g · Fees: other

    total $20,000 · program services $12,000 · management and general $6,000 · fundraising $2,000

  • 12 · Advertising and promotion

    total $35 · program services $35

  • 13 · Office expenses

    total $17,136 · program services $12,756 · management and general $1,903 · fundraising $2,477

  • 16 · Occupancy

    total $20,386 · program services $15,901 · management and general $2,446 · fundraising $2,039

  • 17 · Travel

    total $882 · program services $688 · management and general $106 · fundraising $88

  • 19 · Conferences, conventions and meetings

    total $1,228 · program services $958 · management and general $147 · fundraising $123

  • 21 · Payments to affiliates

    total $22,435 · program services $17,499 · management and general $2,692 · fundraising $2,244

  • 23 · Insurance

    total $2,517 · program services $1,963 · management and general $302 · fundraising $252

  • 24a · Other expenses: BAD DEBT

    total $73,424 · program services $57,271 · management and general $8,811 · fundraising $7,342

  • 24b · Other expenses: IMAGINATION LIBRARY

    total $23,815 · program services $23,815

  • 24c · Other expenses: CAMPAIGN VEHICLE

    total $18,800 · fundraising $18,800

  • 24d · Other expenses: MISCELLANEOUS

    total $17,304 · program services $14,121 · management and general $2,172 · fundraising $1,011

  • 24e · All other expenses

    total $15,137 · program services $10,336 · management and general $1,790 · fundraising $3,011

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,250,193 · end of year $1,208,035

  • 2 · Savings and temporary cash investments

    beginning of year $54,794 · end of year $55,297

  • 3 · Pledges and grants receivable

    beginning of year $747,734 · end of year $599,268

  • 4 · Accounts receivable

    beginning of year $6,342 · end of year $290

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,527 · end of year $11,930

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

    $6,438

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

    $6,438

  • 12 · Investments: other securities

    beginning of year $1,799,359 · end of year $1,713,973

  • 15 · Other assets

    beginning of year $257,839 · end of year $226,536

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,535 · end of year $8,705

  • 18 · Grants payable

    beginning of year $341,349 · end of year $315,011

  • 21 · Escrow or custodial account liability

    beginning of year $2,785 · end of year $2,785

  • 27 · Net assets without donor restrictions

    beginning of year $2,359,847 · end of year $2,183,615

  • 28 · Net assets with donor restrictions

    beginning of year $1,405,272 · end of year $1,305,213

Mission and programs · 2022

Mission

RAISING AND ALLOCATING FUNDS TO ASSIST MEMBER AGENCIES IN MEETING HUMAN SERVICES NEEDS IN ORDER TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY.

Activities or mission (Part I)

TO IMPROVE LIVES BY LEVERAGING PEOPLE AND RESOURCES TO CREATE INNOVATIVE SOLUTIONS TO COMMUNITY NEEDS.

  • AGENCY ALLOCATIONS - ALLOCATE FUNDS TO ASSIST MEMBER AGENCIES AND OTHER UNITED WAYS IN MEETING HUMAN SERVICE NEEDS

    Expenses $3,476 · Grants $1,000

  • COMMUNITY IMPACT - ASSIST IN HUMAN SERVICE PLANNING TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY

    Expenses $1,341,452 · Grants $875,000 · Revenue $5,200

As filed on the 2022 return.

Listed in Part VII

  • MARY ANN L DILLING

    EX DIR THROU

    Total calculated
    $98,674
    From this org
    $74,449
    From related orgs
    $0
    Other
    $24,225
    Hours/week
    40

  • BETH OSWALD

    EX DIR START

    Total calculated
    $41,333
    From this org
    $41,333
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

  • BRYAN BRANDT

    INCOMING VIC

    Total calculated
    $0
    Hours/week
    5

  • MARK CYRULIK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • ANNIE ELMER UNTIL DEC

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • MICHAEL STANLEY UNTIL DEC

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • PAULETTE FELD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • ETHAN HAAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • E ALAN HARTMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • NATHAN KASTEIN

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • DAVE KERSZTYN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • JOHN KRIZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • JUSTINE MURPHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • CHUCK BASTING UNIL OCT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • TINA SCHMIEDEL

    SECRETARY/VC

    Total calculated
    $0
    Hours/week
    5

  • AMY SITTER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • JENNIFER SKOLASKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • HOUA XIONG

    VC ALLOCATIO

    Total calculated
    $0
    Hours/week
    5

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
29 August 2023
IRS schema version
2022v5.0
Source object
202342589349300614

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

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