Form 990 for tax year 2025
Filed by SWEETWATER-MONROE COUNTY UNITED FD.
Totals
- Total revenue
- $234,544
- Total expenses
- $216,131
- Contributions and grants received
- $232,244
- Grants paid
- $102,864
- Program service revenue
- $0
- Investment income
- $3,907
- Other revenue
- -$1,607
- Total assets, end of year
- $433,865
- Total liabilities, end of year
- $5,962
- Net assets or fund balances, end of year
- $427,903
- Program services expenses (Part IX)
- $150,047
- Management and general expenses
- $39,011
- Fundraising expenses
- $27,073
- Program service expenses (Part III)
- $150,047
Program services were 69.4% 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.
-
1a · Federated campaigns
$232,244
-
3 · Investment income
total $3,907 · related or exempt $3,907
-
6a · Gross rents
real property $21,894
-
6b · Less rental expenses
real property $23,501
-
6c · Rental income or loss
real property -$1,607
-
6d · Net rental income or loss
total -$1,607 · related or exempt -$1,607
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $102,864 · program services $102,864
-
7 · Other salaries and wages
total $46,858 · program services $30,128 · management and general $9,750 · fundraising $6,980
-
9 · Other employee benefits
total $1,988 · program services $1,126 · management and general $601 · fundraising $261
-
10 · Payroll taxes
total $14,119 · program services $2,305 · management and general $11,280 · fundraising $534
-
11c · Fees: accounting
total $7,575 · program services $312 · management and general $6,951 · fundraising $312
-
11e · Fees: professional fundraising services
total $2,665 · fundraising $2,665
-
12 · Advertising and promotion
total $44 · management and general $13 · fundraising $31
-
13 · Office expenses
total $2,235 · program services $491 · management and general $1,167 · fundraising $577
-
16 · Occupancy
total $3,299 · management and general $3,299
-
17 · Travel
total $5,066 · program services $2,533 · management and general $2,026 · fundraising $507
-
23 · Insurance
total $1,089 · management and general $1,089
-
24a · Other expenses: 5060 DUES
total $2,984 · program services $2,684 · management and general $300
-
24b · Other expenses: SUPPLIES
total $25,345 · program services $7,604 · management and general $2,535 · fundraising $15,206
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $172,106 · end of year $224,795
-
3 · Pledges and grants receivable
beginning of year $67,005 · end of year $35,139
-
9 · Prepaid expenses and deferred charges
beginning of year $2,028 · end of year $3,053
-
10a · Land, buildings and equipment: cost or other basis
$293,018
-
10b · Land, buildings and equipment: accumulated depreciation
$162,204
-
10c · Land, buildings and equipment, net
beginning of year $137,860 · end of year $130,814
-
11 · Investments: publicly traded securities
beginning of year $36,626 · end of year $40,064
-
17 · Accounts payable and accrued expenses
beginning of year $2,561 · end of year $2,387
-
25 · Other liabilities
beginning of year $3,575 · end of year $3,575
-
27 · Net assets without donor restrictions
beginning of year $338,689 · end of year $367,528
-
28 · Net assets with donor restrictions
beginning of year $70,800 · end of year $60,375
Mission and programs · 2025
Mission
WE HELP PEOPLE BY RAISING FUNDS AND SUPPORTING PROGRAMS THAT PROVIDE OPPORTUNITY AND CREATE LASTING CHANGE IN OUR COMMUNITY. UNITED WAY OF MONROE COUNTY FIGHTS TO ENSURE A GOOD LIFE FOR ALL BY FUNDING PROGRAMS THAT FOCUS IN HEALTH, EDUCATION, AND FINANCIAL STABILITY.
-
CONTRIBUTIONS TO OTHER NOT-FOR-PROFIT AGENCIES EXEMPT UNDER IRS 501(C)(3).
Expenses $150,047 · Revenue $232,244
As filed on the 2025 return.
Listed in Part VII
-
Charles RidenourCHARLES RIDENOUR
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Mike WebbMIKE WEBB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Patsy CarsonPATSY CARSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Caylen MatoyCAYLEN MATOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
-
Stacy McWilliamsSTACY MCWILLIAMS
OFFICE MANAGER
- Total calculated
- $0
- Hours/week
- 25
-
Carl NobleCARL NOBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dj SeilerDJ SEILER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kari HallKARI HALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dennis SharpDENNIS SHARP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angie GibsonANGIE GIBSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shawna HullSHAWNA HULL
DIRECTOR
- 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
-
$16,500
EMERGENCY SERVICES
-
$15,000
EDUCATION
-
$15,000
UTILITY AND FOOD ASSISTANCE
-
$10,000
BASIC NEEDS
-
$9,000
HEALTH
-
$8,000
BASIC NEEDS
-
OUR PLACE
$7,500
BASIC NEEDSOUTREACH
-
$6,000
EDUCATION
-
$3,000
HEALTH
-
HOMEMAKER PROGRAM
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 1 January 2026
- IRS schema version
- 2025v4.1
- Source object
- 202631699349300708
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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