2026-09-24T11:05:04-05:00 2024-03-31 410746749 CLIFTONLARSONALLEN LLP 1614 SOUTH GALENA AVENUE DIXON IL 61021 990 2023-04-01 366009288 UNITED WAY OF LEE COUNTY INC UNIT 8152843339 98 SOUTH GALENA AVE DIXON IL 61021 ANDREA COOK PRESIDENT 8152843339 2026-09-22 1 0 LAURA FOLTZ P01252174 8152859300 2026-09-22 2023 ANDREA COOK 98 SOUTH GALENA AVE DIXON IL 61021 562368 0 X WWW.UNITEDWAYOFLEECOUNTY.ORG X 1958 IL SOLICITATING PUBLIC DONATIONS TO ASSIST WITH FUNDING OTHER CHARITABLE AND COMMUNITY ORGANIZATIONS 18 18 3 350 0 0 483334 424212 8845 26392 1561 1266 6966 104252 500706 556122 394417 393448 0 0 63868 105453 0 0 34200 59084 93862 517369 592763 -16663 -36641 675832 638548 355430 354787 320402 283761 TO OPTIMIZE COLLECTIVE RESOURCES SUPPORTING HUMAN SERVICE PROGRAMS -FOCUSING ON EDUCATION, HEALTH, FINANCIAL STABILITY, AND BASIC NEEDS -THAT IMPROVE THE QUALITY OF LIFE IN LEE COUNTY 0 0 425663 393448 24 RAISED FUNDS AND GAVE BACK TO OTHER LOCAL NONPROFIT ORGANIZATIONS AS PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT. 24204 26368 SERVING UP SUMMER LUNCH PROGRAM - PROGRAM THAT PROVIDES LUNCHES TOCHILDREN THAT FOLLOW NUTRITIONAL GUIDELINES OF THE USDA. 449867 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IL X SHEILA BUCCOLA 8152843339 98 SOUTH GALENA AVE DIXON IL 61021 JENNIFER HEINTZELMAN PRESIDENT 1.00 X X 0 0 0 ANDREA COOK VICE PRESIDENT 1.00 X X 0 0 0 MIKE SMITH TREASURER 1.00 X X 0 0 0 ASHLEY RICHTER SECRETARY/EXECUTIVE DIRECTOR 40.00 X X 37188 0 0 ASHLEY COMO DIRECTOR 1.00 X 0 0 0 JAMIE CURIA DIRECTOR 1.00 X 0 0 0 DARLA FOULKER DIRECTOR 1.00 X 0 0 0 STEPHANIE GLENN DIRECTOR 1.00 X 0 0 0 JULIE HELFRICH DIRECTOR 1.00 X 0 0 0 JENNIFER LANG DIRECTOR 1.00 X 0 0 0 LAUREN DURHAM DIRECTOR 1.00 X 0 0 0 SARAH PARTINGTON DIRECTOR 1.00 X 0 0 0 LYNN ROE DIRECTOR 1.00 X 0 0 0 PETER SHAW DIRECTOR 1.00 X 0 0 0 BRIGITTE BECKER DIRECTOR 1.00 X 0 0 0 KARLA DICKSON DIRECTOR 1.00 X 0 0 0 PAULA JOHSON DIRECTOR 1.00 X 0 0 0 AMANDA WIKE RESIGNED 52023 EXECUTIVE DIRECTOR 40.00 X 18375 0 0 55563 0 0 0 0 0 0 0 424212 424212 SERVING UP SUMMER LUNC 900099 26368 26368 PROGRAM T-SHIRT SALES 900099 24 24 26392 1266 1266 31693 6246 25447 25447 DATA BREACH SETTLEMENT 900099 78805 78805 78805 556122 26392 0 105518 393448 393448 58313 11663 34987 11663 39646 7929 23788 7929 7494 1499 4496 1499 13135 13135 5744 3640 2104 11102 156 8485 2461 2700 2700 1882 1882 418 418 2053 2053 SERVING UP SUMMER PROGR 24204 24204 UNITED WAY 2-1-1 FEES 10968 10968 DUES 5413 5413 SUPPLIES AND PROMO ITEM 1353 1353 14890 7699 7191 592763 449867 108696 34200 351801 376399 218784 220238 103466 39823 1052 1777 5534 5223 729 311 675832 638548 24430 4787 331000 350000 355430 354787 X 320402 283761 320402 283761 675832 638548 -36641 0 X 0 1 X 1 0 X 451835 263537 326758 483334 424212 1949676 451835 263537 326758 483334 424212 1949676 263976 1685700 2499 777 915 1561 1266 7018 3 78805 78808 2035502 128208 0.82810 0.84620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5534 5223 311 311 X 556122 0 556122 0 556122 592763 0 592763 0 592763 PART X, LINE 2: THE ORGANIZATION IS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES UNDER THE AUTHORITATIVE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB). THE FASB PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION RECORDED NO LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS GIRLFRIEND GALA 24722 24722 5849 3 6971 6971 397 31693 31693 6246 6246 25447 1 DIXON PADS SHELTER PO BOX 593 DIXON IL 61021 274011636 501(C)(3) 14000 0 OPERATING GRANT - COMMUNITY WELL-BEING DIXON FAMILY YMCA 110 N GALENA AVE DIXON IL 61021 362487927 501(C)(3) 21820 0 OPERATING GRANT - FINANCIAL ASSISTANCE PROGRAM KREIDER SERVICES INC 500 ANCHOR RD DIXON IL 61021 237417424 501(C)(3) 17000 0 YOUTH SERVICES - EARLY CHILDHOOD INTERVENTION CARROLL LEE OGLE COUNTY CASA 101 WEST 1ST STREET THIRD FLOOR DIXON IL 61021 363641086 501(C)(3) 18881 0 OPERATING GRANT - COMMUNITY WELL-BEING LEE COUNTY COUNCIL ON AGING 100 W 2ND ST DIXON IL 61021 362861690 501(C)(3) 27000 0 OUTREACH AND TRANSPORTATION LUTHERAN SOCIAL SERVICES OF ILLINOIS 1261 IL RTE 38 NACHUSA IL 61057 362584799 501(C)(3) 20000 0 SCHOOL BASED COUNSELING, SUBSTANCE ABUSE, AND YOUTH PROGRAMS OPEN SESAME CHILDREN'S LEARNING CENTERS 1101 MIDDLE ROAD DIXON IL 61021 362823253 501(C)(3) 28000 0 TUITION ASSISTANCE AND EQUIPMENT REPLACEMENT SINNISSIPPI CENTERS INC (SCI) 325 IL RTE 2 DIXON IL 61021 362596200 501(C)(3) 25000 0 OPERATING GRANT - COMMUNITY WELL-BEING TEEN TURF INC PO BOX 321 AMBOY IL 61310 364216331 501(C)(3) 19000 0 OPERATING GRANT - COMMUNITY WELL-BEING SHINING STAR CHILDREN'S ADVOCACY CENTER 215 E FIRST ST STE 110 DIXON IL 61021 302596200 501(C)(3) 15706 0 OPERATING GRANT - COMMUNITY WELL-BEING DIXON HABITAT FOR HUMANITY PO BOX 11 DIXON IL 61021 363857555 501(C)(3) 7000 0 OPERATING GRANT - COMMUNITY WELL-BEING GOOD FELLOWS OF LEE COUNTY IL PO BOX 674 DIXON IL 61021 364288576 501(C)(3) 6360 0 OPERATING GRANT - COMMUNITY WELL-BEING HOME OF HOPE CANCER WELLNESS CENTER 1637 PLOCK ROAD DIXON IL 61021 010743626 501(C)(3) 7000 0 OPERATING GRANT - COMMUNITY WELL-BEING LIFESCAPE COMMUNITY SERVICES 705 KILBURN AVE ROCKFORD IL 61101 363303361 501(C)(3) 8000 0 OPERATING GRANT - COMMUNITY WELL-BEING YWCA OF THE SAUK VALLEY 115 W FIRST STREET DIXON IL 61021 362179770 501(C)(3) 10120 0 OPERATING GRANT - COMMUNITY WELL-BEING HUB CITY SENIOR CENTER 401 CHERRY AVENUE ROCHELLE IL 61068 363531683 501(C)(3) 7306 0 OPERATING GRANT - COMMUNITY WELL-BEING FOCUS HOUSE PO BOX 491 3279 IL 251 ROCHELLE IL 61068 300285702 501(C)(3) 9438 0 OPERATING GRANT - COMMUNITY WELL-BEING ROCK RIVER CENTER 810 S 10TH STREET OREGON IL 61061 362882818 501(C)(3) 11762 0 OPERATING GRANT - COMMUNITY WELL-BEING VILLAGE OF PROGRESS PO BOX 418 OREGON IL 61061 362919569 501(C)(3) 15431 0 OPERATING GRANT - COMMUNITY WELL-BEING HOPE OF OGLE COUNTY PO BOX 131 ROCHELLE IL 61068 363304863 501(C)(3) 19562 0 OPERATING GRANT - COMMUNITY WELL-BEING ROCKFORD SEXUAL ASSAULT COUNCIL 5301 E STATE ST STE 301 ROCKFORD IL 61108 362969015 501(C)(3) 6381 0 OPERATING GRANT - COMMUNITY WELL-BEING 21 0 PART I, LINE 2: ALL GRANT ALLOCATIONS ARE SET BY THE ORGANIZATION'S BOARD OF DIRECTORS SEVERAL MONTHS IN ADVANCE AND A DETAILED SCHEDULE IS REVIEWED AT EVERY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS WILL REVIEW THE PRELIMINARY FORM 990 BEFORE IT IS FILED BY THE ORGANIZATION'S ACCOUNTANTS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ROUTINELY MONITORS ISSUES WITH THE CONFLICT OF INTEREST POLICY AND DEALS WITH THE MATTER ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF DIRECTORS MUST APPROVE ALL COMPENSATION DECISIONS. THE COMPENSATION IS SET BY LOOKING AT PAST DATA, CREDENTIALS OF TOP MANAGEMENT OFFICIALS AND POTENTIAL TOP MANAGEMENT OFFICIALS, AND OTHER EXTERNAL DATA. FORM 990, PART VI, SECTION C, LINE 19 THE UNITED WAY OF LEE COUNTY MAINTAINS ITS OWN WEBSITE AND MAKES ANY PUBLIC INFORMATION AVAILABLE UPON REQUEST. FORM 990 REASONABLE CAUSE STATEMENT FOR LATE FILING THE ORGANIZATION RESPECTFULLY REQUESTS ABATEMENT OF THE PENALTY ASSESSED FOR THE LATE FILING OF FORM 990 FOR THE TAX YEAR ENDED MARCH 31, 2024. THE FAILURE TO TIMELY FILE WAS DUE TO REASONABLE CAUSE AND NOT WILLFUL NEGLECT. DURING THE FILING PERIOD, THE ORGANIZATION EXPERIENCED UNFORESEEN ADMINISTRATIVE AND STAFFING CHALLENGES THAT DISRUPTED ITS NORMAL TAX COMPLIANCE PROCEDURES. THE ORGANIZATION RELIED ON LIMITED ADMINISTRATIVE RESOURCES AND EXPERIENCED DELAYS IN GATHERING THE FINANCIAL INFORMATION NECESSARY TO ACCURATELY COMPLETE THE RETURN AS WELL AS THE AUDITED FINANCIAL STATEMENTS. AS A RESULT, THE FILING DEADLINE WAS INADVERTENTLY MISSED DESPITE THE ORGANIZATION'S GOOD-FAITH EFFORTS TO COMPLY WITH ALL FEDERAL FILING REQUIREMENTS. THE ORGANIZATION HAS IMPLEMENTED ADDITIONAL INTERNAL CONTROLS AND CALENDAR PROCEDURES TO ENSURE THAT FUTURE FILING DEADLINES ARE PROPERLY MONITORED AND MET. THE ORGANIZATION HAS CONSISTENTLY SOUGHT TO COMPLY WITH ITS TAX OBLIGATIONS AND HAS NOT INTENTIONALLY DISREGARDED ANY FILING REQUIREMENT. GIVEN THE CIRCUMSTANCES, THE ORGANIZATION RESPECTFULLY REQUESTS THAT THE INTERNAL REVENUE SERVICE CONSIDER THESE FACTS AS REASONABLE CAUSE AND GRANT RELIEF FROM THE ASSESSED PENALTIES.