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Nonprofiteer
← UNITED WAY AND COMMUNITY FOUNDATION OF GREATER FORT DODGE

Form 990 for tax year 2022

Filed by UNITED WAY AND COMMUNITY FOUNDATION OF GREATER FORT DODGE.

Totals

Total revenue
$1,168,764
Total expenses
$2,223,868
Contributions and grants received
$2,699,460
Grants paid
$1,707,987
Program service revenue
$171,599
Investment income
-$1,702,699
Other revenue
$404
Total assets, end of year
$13,104,537
Total liabilities, end of year
$1,077,084
Net assets or fund balances, end of year
$12,027,453
Program services expenses (Part IX)
$1,987,576
Management and general expenses
$183,077
Fundraising expenses
$53,215
Program service expenses (Part III)
$1,987,576

Program services were 89.4% 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.

  • 1f · All other contributions, gifts and grants

    $2,699,460

  • 2a · Program service revenue: MANAGEMENT FEES

    total $171,599 · related or exempt $171,599

  • 3 · Investment income

    total -$1,702,699 · excluded -$1,702,699

  • 11a · Other revenue: MISCELLANEOUS

    total $404 · related or exempt $404

  • 11e · Other revenue, total

    $404

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,707,987 · program services $1,707,987

  • 5 · Compensation of officers, directors and key employees

    total $136,442 · program services $47,755 · management and general $47,755 · fundraising $40,932

  • 7 · Other salaries and wages

    total $97,704 · program services $35,722 · management and general $57,916 · fundraising $4,066

  • 8 · Pension plan contributions

    total $3,689 · program services $369 · management and general $3,320

  • 9 · Other employee benefits

    total $10,143 · program services $2,844 · management and general $5,305 · fundraising $1,994

  • 10 · Payroll taxes

    total $16,707 · program services $6,590 · management and general $7,064 · fundraising $3,053

  • 11c · Fees: accounting

    total $15,760 · management and general $15,760

  • 11f · Fees: investment management

    total $178,824 · program services $178,824

  • 13 · Office expenses

    total $7,273 · management and general $7,273

  • 14 · Information technology

    total $4,854 · management and general $4,854

  • 16 · Occupancy

    total $15,874 · management and general $15,874

  • 17 · Travel

    total $407 · management and general $407

  • 22 · Depreciation, depletion and amortization

    total $1,064 · management and general $1,064

  • 23 · Insurance

    total $3,592 · management and general $3,592

  • 24a · Other expenses: DUES

    total $12,604 · program services $5,793 · management and general $6,811

  • 24b · Other expenses: EQUIPMENT MAINTENANCE

    total $4,643 · management and general $4,643

  • 24c · Other expenses: CAMPAIGN EXPENSES

    total $3,170 · fundraising $3,170

  • 24d · Other expenses: OPERATING EXPENSES

    total $3,131 · program services $1,692 · management and general $1,439

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $18,414 · end of year $21,869

  • 2 · Savings and temporary cash investments

    beginning of year $7,643,677 · end of year $6,975,515

  • 3 · Pledges and grants receivable

    beginning of year $95,261 · end of year $80,070

  • 7 · Other notes and loans receivable

    beginning of year $124,000 · end of year $124,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,456 · end of year $2,002

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

    $20,880

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

    $18,481

  • 10c · Land, buildings and equipment, net

    beginning of year $3,463 · end of year $2,399

  • 11 · Investments: publicly traded securities

    beginning of year $6,531,299 · end of year $5,898,682

  • 17 · Accounts payable and accrued expenses

    beginning of year $116,573 · end of year $142,829

  • 21 · Escrow or custodial account liability

    beginning of year $1,219,440 · end of year $934,255

  • 27 · Net assets without donor restrictions

    beginning of year $1,636,030 · end of year $1,500,324

  • 28 · Net assets with donor restrictions

    beginning of year $11,446,527 · end of year $10,527,129

Mission and programs · 2022

Mission

TO PROVIDE DIRECT SUPPORT OF VARIOUS CHARITABLE, EDUCATIONAL OR SCIENTIFIC ORGANIZATIONS WHICH ARE EXEMPT FROM FEDERAL INCOME TAX FOR PROJECTS INTENDED TO ENCOURAGE GROWTH IN ALL ASPECTS OF THE COMMUNITY.

Activities or mission (Part I)

TO PROVIDE DIRECT SUPPORT OF VARIOUS CHARITABLE, EDUCATIONAL, OR SCIENTIFIC ORGANIZATIONS WHICH ARE EXEMPT FROM FEDERAL INCOME TAX FOR PROJECTS INTENDED TO ENCOURAGE GROWTH IN ALL ASPECTS OF THE COMMUNITY.

  • OVER THE PAST YEAR, THE UNITED WAY & COMMUNITY FOUNDATION OF GREATER FORT DODGE SUPPORTED MANY DIFFERENT NON-PROFIT ORGANIZATIONS AND COMMUNITY BETTERMENT PROJECTS. GRANTS WERE PROVIDED TO SUPPORT PROGRAMS FOR LOW INCOME YOUTH, THEIR FAMILIES AND SENIOR CITIZENS INCLUDING: AFTER SCHOOL PROGRAMS, PROGRAMS TO SUPPORT MENTAL HEALTH COUNSELING, HOMELESS PREVENTION, DOMESTIC VIOLENCE PREVENTION, CHILD ABUSE PREVENTION, SUPPORT FOR BASIC NEEDS SUCH AS FOOD, CLOTHING, TRANSPORATATION, ACCESS TO HEALTHCARE SERVICES, EYE GLASSES FOR YOUTH, RECREATION PROGRAMS, EDUCATIONAL SCHOLARSHIPS, FIRE SAFETY, MEALS ON WHEELS FOR SENIORS, ETC. GRANTS WERE ALSO MADE IN SUPPORT OF COMMUNITY BETTERMENT PROJECTS FOR FIRE DEPARTMENTS, COMMUNITY CENTER RENOVATION, A DOWNTOWN RENOVATION PROJECT, PUBLIC LIBRARY PROJECT, COMMUNITY SPECIAL EVENTS AND OTHER PROJECTS.

    Expenses $1,987,576 · Grants $1,707,987 · Revenue $171,599

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

Listed in Part VII

  • Susan Ahlers Leman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dave Beekman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Bruner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Cosgrove

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leah Glasgo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kellie Guderian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Hayek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Humes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deb Johnson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mike Johnson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Scott Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sara Livingston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott McQueen

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dan Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Troy Shaner

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Lin Simpson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jesse Ulrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Wilson

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Randy Kuhlman

    CEO

    Total calculated
    $136,442
    From this org
    $136,442
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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
13 November 2023
IRS schema version
2022v5.0
Source object
202303189349314110

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

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