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Nonprofiteer
← PIKES PEAK UNITED WAY

Form 990 for tax year 2023

Filed by PIKES PEAK UNITED WAY.

Totals

Total revenue
$7,238,264
Total expenses
$5,268,559
Contributions and grants received
$6,735,945
Grants paid
$2,360,882
Program service revenue
$245,962
Investment income
$280,202
Other revenue
-$23,845
Total assets, end of year
$13,023,276
Total liabilities, end of year
$2,838,674
Net assets or fund balances, end of year
$10,184,602
Program services expenses (Part IX)
$3,939,583
Management and general expenses
$875,202
Fundraising expenses
$453,774
Program service expenses (Part III)
$3,939,583

Program services were 74.8% 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

    $2,681,829

  • 1c · Fundraising events

    $99,800

  • 1e · Government grants (contributions)

    $2,633,680

  • 1f · All other contributions, gifts and grants

    $1,320,636

  • 1g · Noncash contributions included above

    $556,385

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $245,962 · related or exempt $245,962

  • 3 · Investment income

    total $140,299 · excluded $140,299

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $668,814 · other assets $894

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

    securities $529,805 · other assets $0

  • 7c · Gain or loss

    securities $139,009 · other assets $894

  • 7d · Net gain or loss

    total $139,903 · excluded $139,903

  • 8a · Fundraising events: gross income

    $12,335

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

    $99,800

  • 8b · Fundraising events: direct expenses

    $36,753

  • 8c · Net income from fundraising events

    total -$24,418 · excluded -$24,418

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $573 · related or exempt $573

  • 11e · Other revenue, total

    $573

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,660,253 · program services $1,660,253

  • 2 · Grants to domestic individuals

    total $700,629 · program services $700,629

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $419,627 · program services $61,281 · management and general $355,643 · fundraising $2,703

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,007,739 · program services $532,564 · management and general $235,279 · fundraising $239,896

  • 8 · Pension plan contributions

    total $15,431 · program services $8,263 · management and general $7,168 · fundraising $0

  • 9 · Other employee benefits

    total $133,490 · program services $66,733 · management and general $28,754 · fundraising $38,003

  • 10 · Payroll taxes

    total $105,170 · program services $44,607 · management and general $42,880 · fundraising $17,683

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $4,790 · program services $4,640 · management and general $150

  • 11c · Fees: accounting

    total $9,065 · management and general $9,065

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $13,023 · management and general $13,023

  • 11g · Fees: other

    total $137,972 · program services $74,968 · management and general $43,013 · fundraising $19,991

  • 12 · Advertising and promotion

    total $2,122 · program services $2,091 · management and general $31

  • 13 · Office expenses

    total $88,447 · program services $38,849 · management and general $16,068 · fundraising $33,530

  • 14 · Information technology

    total $172,854 · program services $102,094 · management and general $33,770 · fundraising $36,990

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $202,319 · program services $163,024 · management and general $23,212 · fundraising $16,083

  • 17 · Travel

    total $15,345 · program services $8,966 · management and general $2,600 · fundraising $3,779

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $13,094 · program services $7,788 · management and general $3,167 · fundraising $2,139

  • 20 · Interest

    total $5,914 · program services $25 · management and general $5,885 · fundraising $4

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $434,060 · program services $396,826 · management and general $21,375 · fundraising $15,859

  • 23 · Insurance

    total $40,876 · program services $22,418 · management and general $11,252 · fundraising $7,206

  • 24a · Other expenses: DUES UNITED WAY WORLDWIDE

    total $50,412 · program services $28,233 · management and general $12,602 · fundraising $9,577

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $9,791 · program services $6,129 · management and general $1,502 · fundraising $2,160

  • 24c · Other expenses: DUES AND MEMBERSHIPS - OTHER

    total $14,771 · program services $5,318 · management and general $6,566 · fundraising $2,887

  • 24d · Other expenses: LICENSES AND GOVERNEMNT FEES

    total $1,148 · program services $561 · management and general $587 · fundraising $0

  • 24e · All other expenses

    total $10,217 · program services $3,323 · management and general $1,610 · fundraising $5,284

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $48,036 · end of year $15

  • 2 · Savings and temporary cash investments

    beginning of year $962,307 · end of year $483,457

  • 3 · Pledges and grants receivable

    beginning of year $1,061,208 · end of year $1,193,985

  • 4 · Accounts receivable

    beginning of year $8,538 · end of year $4,227

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,778 · end of year $53,587

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

    $7,622,759

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

    $2,227,305

  • 10c · Land, buildings and equipment, net

    beginning of year $3,824,559 · end of year $5,395,454

  • 11 · Investments: publicly traded securities

    beginning of year $4,500,242 · end of year $5,421,381

  • 12 · Investments: other securities

    beginning of year $405,504 · end of year $436,040

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $16,924 · end of year $35,130

  • 17 · Accounts payable and accrued expenses

    beginning of year $154,626 · end of year $837,637

  • 18 · Grants payable

    beginning of year $1,002,168 · end of year $915,690

  • 19 · Deferred revenue

    beginning of year $1,385,570 · end of year $870,899

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $206,917 · end of year $214,448

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $16,924 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,792,450 · end of year $5,273,806

  • 28 · Net assets with donor restrictions

    beginning of year $5,304,441 · end of year $4,910,796

Mission and programs · 2023

Mission

TO ENHANCE YOUTH SUCCESS AND FAMILY STABILITY IN THE PIKES PEAK REGION BY LEADING AND LIFTING THE MOST VULNERABLE IN OUR COMMUNITY WITH MENTORSHIP, LIFE RESOURCES AND REAL JOB OPPORTUNITIES. OUR SIGNATURE PROGRAMS AND (CON'T ON SCH O)

Activities or mission (Part I)

TO ENHANCE YOUTH SUCCESS AND FAMILY STABILITY IN THE PIKES PEAK REGION BY LEADING AND LIFTING THE MOST VULNERABLE IN OUR COMMUNITY WITH MENTORSHIP, (CONT ON SCH O)

  • Community Investment - PPUW's community investment fund awards grants to local non-profits that are most efficiently and effectively addressing the issues most pressing to our community. In the last year, we provided grants totaling over $598,000 to 31 programs at 29 local agencies. Funded agencies provide us with detailed financial information as well as program results which our volunteers review to ensure Pikes Peak United Way funds are being used effectively. (CONT ON SCH O)

    Expenses $1,378,034 · Grants $1,328,932

  • 211 I&R - Our 2-1-1 program is an essential part of our community, whether you need help finding food, housing, utility assistance, filing your taxes, childcare, crisis counseling or substance abuse treatment. For the year ended June 2024, 2-1-1 provided referrals to over 34,000 contacts who reached out for assistance in our 12-County service area including El Paso, Teller, Alamosa, Conejos, Costilla, Chaffee, Cheyenne, Lincoln, Mineral, Park, Rio Grande, and Saguache Counties. (Cont on Sch O)

    Expenses $464,456 · Revenue $135,231

  • Impact - our Impact department addresses a number of needs in El Paso and Teller Counties through several different initiatives; Dolly Parton Imagination Library provides books to youth 0-5 years old with 1 age-appropriate book mailed each month to the child's mailing address. There are currently over 7,400 children enrolled in the program. Our food distribution program provides healthy meals to low-income individuals and families needing food assistance, staffing a distribution site at Mitchell High School. In the last year we served over 7,000 families with over 300,000 pounds of healthy, free groceries in El Paso County. (CON'T on SCH O)

    Expenses $883,610 · Grants $636,183 · Revenue $71,734

  • Family Success Center

    Expenses $1,213,483 · Grants $395,767 · Revenue $39,570

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

Listed in Part VII

  • Cindy Aubrey

    President/CEO

    Total calculated
    $173,051
    From this org
    $155,704
    From related orgs
    $0
    Other
    $17,347
    Hours/week
    44

    Schedule J breakdown matched by us

    Base
    $155,704
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,369
    Nontaxable benefits
    $10,978
    Filer's total
    $173,051

  • Heather Steinman

    COO

    Total calculated
    $120,488
    From this org
    $111,961
    From related orgs
    $0
    Other
    $8,527
    Hours/week
    46

  • Thomas Hilton

    CFO

    Total calculated
    $110,108
    From this org
    $92,654
    From related orgs
    $0
    Other
    $17,454
    Hours/week
    46

  • Deborah Hendrix

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Nordberg

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Morane Kerek

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Melissa Burkhardt Shields

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Jeff Finn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pastor Calvin Johnson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tracy Lessig

    Director

    Total calculated
    $0
    Hours/week
    1

  • Andrew Ritchie

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chantal Lucas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Annie Snead

    Director

    Total calculated
    $0
    Hours/week
    1

  • Laura Neumann

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bret Waters

    Director

    Total calculated
    $0
    Hours/week
    1

  • Matthew Hanson

    Director (From 08/2023)

    Total calculated
    $0
    Hours/week
    1

  • Travas Deal

    Director (from 08/2023)

    Total calculated
    $0
    Hours/week
    1

  • Tom Pattee

    Director (from 11/2023)

    Total calculated
    $0
    Hours/week
    1

  • Ken Fortune

    Director (from 04/2024)

    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. 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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3
Base compensation was established due to a market analysis at the time of hire. The board each year analyzes current CEO salaries with other CEOs in the local area and will make merit and cost of living increases based on the results.

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
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349316439

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.