United Way Of Walworth County Inc
- Assets
- $170.0k
- Revenue
- $318.4k
- Investments
- $0.0
- Employees
- 1
- Location
- Lake Geneva, WI
- Founding
- 05/1984
- Data as of
- 07/2021
- EIN
- 39-1471340
Organization Overview
United Way Of Walworth County Inc is located in Lake Geneva, WI. The organization was established in 1984. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Walworth County Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2021, United Way Of Walworth County Inc generated $318.4k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 8.2% each year. All expenses for the organization totaled $318.0k during the year ending 07/2021. While expenses have increased by 4.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Walworth County Inc has awarded 106 individual grants totaling $826,106. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
COLLECT AND DISBURSE FUNDS FOR UNITED WAY
Describe the Organization's Program Activity:
Part 3 - Line 4a
ALLOCATIONS AND GRANTS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tamela Dunn Exec Director | OfficerTrustee | 40 | $0 |
Greg Jennings Chairman | OfficerTrustee | 2 | $0 |
Tracy Mchugh Director | OfficerTrustee | 1 | $0 |
Gregg Rice Treasurer | OfficerTrustee | 2 | $0 |
Katherine Gaulke Secretary | OfficerTrustee | 2 | $0 |
Jon Anzalone Vice Chairman | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $292,107 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $292,107 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,431 |
| Net Income from Fundraising Events | $11,010 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $318,402 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $230,271 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $53,846 |
| Compensation of current officers, directors, key employees. | $16,154 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $8,084 |
| Payroll taxes | $4,756 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $3,600 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $1,325 |
| Total functional expenses | $318,002 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $17,293 |
| Savings and temporary cash investments | $126,321 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $26,405 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $170,019 |
| Accounts payable and accrued expenses | $2,961 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,961 |
| Net assets without donor restrictions | $167,058 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $170,019 |
Grants Awarded
Over the last fiscal year, United Way Of Walworth County Inc has awarded $148,006 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
Beloit, WI PURPOSE: EMERGENCY HOUSING ASSISTANCE; ON-GOING COUNSELING AND ADVOCACY; HOMELESS SHELTER ASSISTANCE. | $25,000 |
Elkhorn, WI PURPOSE: FAMILY VIOLENCE PREVENTION; DIRECT INTERVENTION AND ASSISTANCE PROGRAMS. | $16,500 |
Elkhorn, WI PURPOSE: PRE-VOCATIONAL AND COMMUNITY EMPLOYEMENT PROGRAMS FOR ADULT DISABLED; COUNTY-WIDE TRANSPORTATION ASSISTANCE | $14,000 |
Lake Geneva, WI PURPOSE: FINANCIAL CRISIS ASSISTANCE | $9,000 |
Elkhorn, WI PURPOSE: PROVIDE SHORT TERM EMERGENCY ASSISTANCE FOR HOUSING, UTILITIES, TRANSPORTATION, MEDICAL NEEDS, AND HOLIDAY FOOD BASKETS TO APPLICANTS IN THE EASD. | $8,500 |
WALWORTH COUNT FOOD PANTRY PURPOSE: VOLUNTEER RECRUITMENT AND COORDINATION TO MEET COMMUNITY/COUNTY NEEDS; PROVIDE HOME SERVICE AND REPAIR FOR VETERANS/SENIORS. | $7,628 |
Grants Recieved
Over the last fiscal year, we have identified 8 grants that United Way Of Walworth County Inc has recieved totaling $105,402.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $75,000 |
Thrivent Financial For Lutherans Minneapolis, MN PURPOSE: General Support | $9,136 |
Hedberg Foundation Inc Lake Forest, IL PURPOSE: SUPPORTING THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN EVERY COMMUNITY | $7,500 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $7,274 |
Borg Foundation Inc Delavan, WI PURPOSE: COMMUNITY SUPPORT | $4,000 |
Alliant Energy Foundation Inc Madison, WI PURPOSE: MATCHING GIFTS | $1,992 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Foundation Bloomfield Hills, MI | $617,807,734 | $98,304,951 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
Heart Of West Michigan United Way Grand Rapids, MI | $33,929,267 | $56,856,308 |
United Way Of Metropolitan Chicago Inc Chicago, IL | $58,068,035 | $46,184,540 |
Greater Twin Cities United Way Minneapolis, MN | $131,397,199 | $56,166,906 |
Jewish Federation Of Metropolitan Detroit Bloomfield Hills, MI | $47,934,420 | $53,063,745 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
United Way Of Central Iowa Des Moines, IA | $37,480,917 | $26,442,012 |
Minneapolis Jewish Federation Minneapolis, MN | $195,630,681 | $22,381,825 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $25,467,311 | $22,528,941 |
Crown Family Foundation Chicago, IL | $468,729,562 | $19,005,366 |