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Nonprofiteer
← HEART OF ILLINOIS UNITED WAY INC

Form 990 for tax year 2024

Filed by HEART OF ILLINOIS UNITED WAY INC.

Totals

Total revenue
$8,314,424
Total expenses
$7,435,629
Contributions and grants received
$7,719,451
Grants paid
$5,383,296
Program service revenue
$0
Investment income
$594,973
Other revenue
$0
Total assets, end of year
$16,680,088
Total liabilities, end of year
$6,729,383
Net assets or fund balances, end of year
$9,950,705
Program services expenses (Part IX)
$6,225,463
Management and general expenses
$521,700
Fundraising expenses
$688,466
Program service expenses (Part III)
$6,225,463

Program services were 83.7% 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

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $1,308,033

  • 1f · All other contributions, gifts and grants

    $6,411,418

  • 1g · Noncash contributions included above

    $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $594,973 · related or exempt $594,973 · unrelated business $0 · excluded $0

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

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

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

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,383,296 · program services $5,383,296

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $411,723 · program services $77,178 · management and general $259,857 · fundraising $74,688

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $809,719 · program services $345,987 · management and general $113,809 · fundraising $349,923

  • 8 · Pension plan contributions

    total -$7,430 · program services -$2,740 · management and general -$2,347 · fundraising -$2,343

  • 9 · Other employee benefits

    total $136,251 · program services $82,891 · management and general $17,297 · fundraising $36,063

  • 10 · Payroll taxes

    total $87,826 · program services $24,828 · management and general $37,189 · fundraising $25,809

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $624 · program services $0 · management and general $624 · fundraising $0

  • 11c · Fees: accounting

    total $39,082 · program services $11,489 · management and general $14,110 · fundraising $13,483

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $1,064 · program services $1,064 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $60,482 · program services $53,749 · management and general $0 · fundraising $6,733

  • 13 · Office expenses

    total $56,339 · program services $41,707 · management and general $4,803 · fundraising $9,829

  • 14 · Information technology

    total $53,669 · program services $33,762 · management and general $3,650 · fundraising $16,257

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $47,438 · program services $8,975 · management and general $19,983 · fundraising $18,480

  • 17 · Travel

    total $1,105 · program services $0 · management and general $2 · fundraising $1,103

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $115,335 · program services $101,204 · management and general $2,681 · fundraising $11,450

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $105,608 · program services $37,677 · management and general $22,890 · fundraising $45,041

  • 22 · Depreciation, depletion and amortization

    total $35,895 · program services $9,154 · management and general $11,528 · fundraising $15,213

  • 23 · Insurance

    total $23,489 · program services $9,061 · management and general $8,686 · fundraising $5,742

  • 24a · Other expenses: Communications

    total $52,628 · program services $1,434 · management and general $165 · fundraising $51,029

  • 24b · Other expenses: Telephone

    total $11,705 · program services $2,470 · management and general $4,050 · fundraising $5,185

  • 24c · Other expenses: Postage

    total $3,171 · program services $423 · management and general $598 · fundraising $2,150

  • 24d · Other expenses: Equipment Maintenance

    total $6,610 · program services $1,854 · management and general $2,125 · fundraising $2,631

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $12,039,046 · end of year $12,138,346

  • 3 · Pledges and grants receivable

    beginning of year $2,441,895 · end of year $2,554,086

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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 $0 · end of year $0

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

    $1,789,269

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

    $1,482,481

  • 10c · Land, buildings and equipment, net

    beginning of year $316,956 · end of year $306,788

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 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 $1,032,762 · end of year $1,680,868

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,025,756 · end of year $2,050,285

  • 18 · Grants payable

    beginning of year $5,147,948 · end of year $4,665,729

  • 19 · Deferred revenue

    beginning of year $25,721 · end of year $13,369

  • 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 $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $8,587,234 · end of year $9,908,505

  • 28 · Net assets with donor restrictions

    beginning of year $44,000 · end of year $42,200

Mission and programs · 2024

Mission

To increase the organized capacity of people in central Illinois to care for one another.

Activities or mission (Part I)

To increase the organized capacity of people in central Illinois to care for one another. To create a strong, safe and healthy community while providing the best return for the community's charitable investment in the programs funded at partner agencies.

  • Financial Stability Impact Area leads to increased independence. The Heart of Illinois United Way is focused on ensuring individuals and families achieve financial stability. To ensure people can thrive, our work focuses on providing opportunities to get them on their feet again and helping during emergencies and crises. United Way funded financial stability programs provide: Basic needs and support for housing and more, Work-force skills to improve employability, life-skills and financial management education and legal assistance to address individual and family crises. Here are just a few ways Heart of Illinois United Way programs are positively impacting financial stability in central Illinois: 95% of adults who successfully completed United Way funded job training or coaching programs improved their employment readiness, 98% of adults who participated in United Way funded life-skills programs maximized their independence, and 96% of low-income adults who participated in United Way funded housing assistance programs improved their safety and wellness to maximize their independence by utilizing community resources.

    Expenses $2,279,357 · Grants $1,971,124

  • Education Impact Area - Quality education is essential to earning a livable wage. The Heart of Illinois United Way works to ensure that our children are ready to succeed when they enter kindergarten and people of all ages are prepared for work, post secondary education and life. By preparing children to enter school and providing them ongoing resources throughout their education, they will be able to reach their academic and career potential. United Way funded education programs provide: Ages Pre-K through adult with literacy success, after-school tutoring that leads to grade promotion, mentoring to improve grades and social-emotional skills and parenting skills to build healthy parent-child relationships. Here are just a few ways Heart of Illinois United Way Community Impact Fund programs are positively impacting education in central Illinois: 92% of preschool students enrolled in United Way funded programs developed and maintained core skills in the areas of social-emotional learning, literacy, and math, 91% of youth in United Way funded tutoring and after-school programs achieved grade-level academic success in reading and math, 98% of adults 16 and older increased their knowledge through United Way funded academic and vocational training.

    Expenses $1,589,957 · Grants $1,375,204

  • Health Impact Area - Access to healthcare promotes wellness for all ages. The Heart of Illinois United Way is focused on ensuring the people of central Illinois have access to quality, affordable health care. The health and well-being of our citizens is a strong indicator of the health of our community. United Way funded health programs provide: Nutrition, physical fitness, and substance abuse education to improve healthy choices, screenings and treatment for physical and mental health needs to improve overall health, support and crisis intervention to improve individual and family stability. Here are just a few ways Heart of Illinois United Way Community Impact Fund programs are positively impacting health in central Illinois: 97% of families receiving United Way funded case management services improved their health and well-being through coordination of services and community support, 82% of youth and adults who participated in United Way funded health education classes increased their knowledge about healthy eating, exercise and more, 92% of youth and adults who received treatment from United Way funded health programs improved their physical health

    Expenses $1,431,381 · Grants $1,237,683

  • Support Student Success (S3) is a collaborative program between Heart of Illinois United Way and area schools to promote student success via counseling, school programs, mentoring students in kindergarten through middle school. 2-1-1- is a 24/7 information and referral call center with a website for information the community can access. Callers can get locations of assistance in their community for housing, food, utilities, counseling services, or other information as needed. Donor designated gifts are sent to 501c3 charities according to donor's wishes. These funds are used to support program services at each charity. Heart of Illinois United Way sends donor directed contributions to area 501c3 organizations.

    Expenses $924,768 · Grants $799,285

As filed on the 2024 return.

Listed in Part VII

  • Jennifer Zammuto

    President

    Total calculated
    $248,960
    From this org
    $223,187
    From related orgs
    $0
    Other
    $25,773
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $201,890
    Bonus
    $4,939
    Other
    $16,358
    Deferred
    $5,438
    Nontaxable benefits
    $20,335
    Filer's total
    $248,960

  • Mary Brown

    Vice President Finance/Administration

    Total calculated
    $162,763
    From this org
    $123,116
    From related orgs
    $0
    Other
    $39,647
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,965
    Bonus
    $3,476
    Other
    $5,675
    Deferred
    $2,800
    Nontaxable benefits
    $36,847
    Filer's total
    $162,763

  • Nicole Wilson

    Vice President Community Investment

    Total calculated
    $143,343
    From this org
    $107,611
    From related orgs
    $0
    Other
    $35,732
    Hours/week
    40

  • Sid Ruckriegel

    Chair

    Total calculated
    $0
    Hours/week
    1.5

  • Robert Gates

    Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Matthew Mamer

    Vice Chair Resource Development

    Total calculated
    $0
    Hours/week
    1.5

  • Kylene Anthony

    Vice President Community Investment

    Total calculated
    $0
    Hours/week
    2

  • Jenna Wiesner

    Vice Chair Marketing & Community Engagement

    Total calculated
    $0
    Hours/week
    0.75

  • Seth Davis

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Sharon Desmoulin-Kherat

    Secretary

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Meenakshy Aiyer

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Mike Bass

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Lindsey Birkel

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Michelle Conger

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Jimmy Dillon

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Tim Dunton

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Brent Eichelberger

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Christell Frausto

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Ronald Givens

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Kyle Gordon

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Leon Hendricks

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Monica Hendrickson

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Pastor Chad Manbeck

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Micki McCarthy

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Patrick Roesler

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Deborah Roethler

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Nikki Romain

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Schlink

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Senneff

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Leanne Skuse

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Tim Sprout

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Danette Swank

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Nathan Thomas

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Mary Sparks Thompson

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Andrea Tortora

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Karl Weiss

    Director

    Total calculated
    $0
    Hours/week
    0.5

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. 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 · 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
The Finance Committee and the Board of Directors approve a salary line item for compensation with the approved rate of increase staff wide.

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
2024
Filed
4 March 2026
IRS schema version
2024v5.0
Source object
202630639349300433

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