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Nonprofiteer
← HEARTLAND UNITED WAY INC

Form 990 for tax year 2022

Filed by HEARTLAND UNITED WAY INC.

Totals

Total revenue
$2,045,943
Total expenses
$2,033,577
Contributions and grants received
$1,971,252
Grants paid
$1,514,756
Program service revenue
$0
Investment income
$44,126
Other revenue
$30,565
Total assets, end of year
$3,891,275
Total liabilities, end of year
$1,931,852
Net assets or fund balances, end of year
$1,959,423
Program services expenses (Part IX)
$1,806,920
Management and general expenses
$76,532
Fundraising expenses
$150,125
Program service expenses (Part III)
$1,806,920

Program services were 88.9% 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)

    $96,697

  • 1f · All other contributions, gifts and grants

    $1,874,555

  • 3 · Investment income

    total $41,361 · excluded $41,361

  • 7a · Gross sales of assets other than inventory

    securities $5,214

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

    securities $2,449

  • 7c · Gain or loss

    securities $2,765

  • 7d · Net gain or loss

    total $2,765 · related or exempt $2,765

  • 11a · Other revenue: ADMIN FEES

    total $30,565 · excluded $30,565

  • 11e · Other revenue, total

    $30,565

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,086,030 · program services $1,086,030

  • 2 · Grants to domestic individuals

    total $428,726 · program services $428,726

  • 5 · Compensation of officers, directors and key employees

    total $167,522 · program services $108,887 · management and general $21,778 · fundraising $36,857

  • 7 · Other salaries and wages

    total $100,230 · program services $65,152 · management and general $13,030 · fundraising $22,048

  • 8 · Pension plan contributions

    total $12,991 · program services $8,444 · management and general $1,689 · fundraising $2,858

  • 9 · Other employee benefits

    total $31,019 · program services $20,163 · management and general $4,032 · fundraising $6,824

  • 10 · Payroll taxes

    total $28,542 · program services $18,553 · management and general $3,710 · fundraising $6,279

  • 11c · Fees: accounting

    total $4,460 · program services $3,094 · management and general $482 · fundraising $884

  • 11g · Fees: other

    total $19,038 · program services $13,207 · management and general $2,057 · fundraising $3,774

  • 13 · Office expenses

    total $8,506 · program services $3,948 · management and general $2,045 · fundraising $2,513

  • 16 · Occupancy

    total $18,784 · program services $9,392 · management and general $3,757 · fundraising $5,635

  • 17 · Travel

    total $5,687 · program services $3,015 · management and general $1,137 · fundraising $1,535

  • 19 · Conferences, conventions and meetings

    total $7,634 · program services $4,046 · management and general $1,527 · fundraising $2,061

  • 21 · Payments to affiliates

    total $19,029 · program services $8,194 · management and general $4,936 · fundraising $5,899

  • 22 · Depreciation, depletion and amortization

    total $15,215 · program services $3,804 · management and general $11,411

  • 23 · Insurance

    total $8,401 · program services $5,041 · management and general $1,512 · fundraising $1,848

  • 24a · Other expenses: CAMPAIGN SUPPLIES

    total $47,502 · program services $1,150 · fundraising $46,352

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $11,742 · program services $5,637 · management and general $2,348 · fundraising $3,757

  • 24c · Other expenses: VOLUNTEER/MARKETING

    total $4,825 · program services $4,825

  • 24d · Other expenses: TELEPHONE

    total $4,002 · program services $1,920 · management and general $1,081 · fundraising $1,001

  • 24e · All other expenses

    total $3,692 · program services $3,692

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $197,452 · end of year $110,600

  • 2 · Savings and temporary cash investments

    beginning of year $1,265,007 · end of year $1,467,478

  • 3 · Pledges and grants receivable

    beginning of year $944,970 · end of year $1,009,490

  • 4 · Accounts receivable

    beginning of year $711 · end of year $2,413

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,937 · end of year $32,561

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

    $167,796

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

    $90,672

  • 10c · Land, buildings and equipment, net

    beginning of year $91,051 · end of year $77,124

  • 11 · Investments: publicly traded securities

    beginning of year $1,445,303 · end of year $1,191,609

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,105 · end of year $41,107

  • 25 · Other liabilities

    beginning of year $1,709,310 · end of year $1,890,745

  • 27 · Net assets without donor restrictions

    beginning of year $1,997,976 · end of year $1,643,580

  • 28 · Net assets with donor restrictions

    beginning of year $239,040 · end of year $315,843

Mission and programs · 2022

Mission

TO IMPROVE PEOPLE'S LIVES AND CREATE POSSIBILITIES IN HALL, HAMILTON, HOWARD & MERRICK COUNTIES. HEARTLAND UNITED WAY BRINGS TOGETHER DIVERSE COMMUNITY STAKEHOLDERS, PARTNERS, AND CONTRIBUTORS TO CHANGE COMMUNITY CONDITIONS TO IMPROVE PEOPLE'S LIVES.

  • SEE ATTACHMENT.

    Expenses $1,806,920 · Grants $1,514,756

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

Listed in Part VII

  • LISA ALBERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEC ANANIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDRA BARRERA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY BERLIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KENT BROWN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ZACH BUTZ

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TAMMY ERICKSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT FALLDORF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TOM GDOWSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW GOTSCHALL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHAUNA GRAHAM

    1ST VICE CHA

    Total calculated
    $0
    Hours/week
    1

  • DR TAWANA GROVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARRETT HAHN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RYAN HAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NANCY HARRINGTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HOLLY HERZBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVE STAUFFER JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MORGANNE MANIVONG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RENEE MILLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE MORROW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM PIRNIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAN QUICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JODI RAUERT

    2ND VICE CHA

    Total calculated
    $0
    Hours/week
    1

  • KAVIR SAXENA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANGELA SIMDORN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MONISHA SOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NEIL WARDYN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JULIE WRIGHT

    BOARD MEMBER

    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
20 April 2023
IRS schema version
2022v5.0
Source object
202341189349301114

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.