Nonprofit · EIN 39-1471340
UNITED WAY OF WALWORTH COUNTY INC
Tax-exempt · LAKE GENEVA, WI 53147
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $1,555,476 | $654,026 | $901,450 | $1,194,172 | $24,684 | $1,169,488 |
| July 31, 2024 | 990 | $462,688 | $369,361 | $93,327 | $270,766 | $2,729 | $268,037 |
| July 31, 2023 | 990 | $431,605 | $392,880 | $38,725 | $168,628 | $2,589 | $166,039 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $1,518,384
- of which government grants
- $269,112
- Program service revenue
- $0
- Investment income
- $13,189
- Net income from fundraising events
- $12,478
- Other revenue
- $23,903
Expenses
- Grants and similar amounts paid
- $513,614
- Compensation of officers, directors and key employees
- $73,333
- Salaries, compensation and benefits (total)
- $80,130
- Professional fundraising fees
- $0
- Accounting fees
- $18,097
- Occupancy
- $5,332
- Travel
- $2,475
- Program services (functional)
- $545,679
- Management and general (functional)
- $55,978
- Fundraising (functional)
- $52,369
Balance sheet and other
- Total assets, start of year
- $270,766
- Total assets, end of year
- $1,194,172
- Total liabilities, end of year
- $24,684
- Net assets, end of year
- $1,169,488
- Net assets without donor restrictions
- $1,169,488
- Gross receipts
- $1,559,067
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1984
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN HOLT | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 |
| STACEY BUDILL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MORGAN LANDI | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| JACOB MCHUGH | TREASURER Trustee or director, Officer | 2 | $0 |
| KYLE HUNDT | VICE PRESIDENT Trustee or director | 1 | $0 |
| TABITHA SCHROCK | SECRETARY Trustee or director | 1 | $0 |
| KJ JIMENEZ | DIRECTOR Trustee or director | 1 | $0 |
| PATTIE WOODS | DIRECTOR Trustee or director | 1 | $0 |
| JACOB MICK | DIRECTOR Trustee or director | 1 | $0 |
| KAREN SEMPF | DIRECTOR Trustee or director | 1 | $0 |
| MEGAN QUIST | DIRECTOR Trustee or director | 1 | $0 |
| PAM CARPER | DIRECTOR Trustee or director | 1 | $0 |
| SKIP MOSSHAMER | DIRECTOR Trustee or director | 1 | $0 |
| MARISOL RIVERA | DIRECTOR Trustee or director | 1 | $0 |
| JULIE STRASSER | DIRECTOR Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VAL DONNAN | DIRECTOR Trustee or director | 1 | $0 |
| SAM DREYER | DIRECTOR Trustee or director | 1 | $0 |
| MARY DALY | DIRECTOR Trustee or director | 1 | $0 |
| AMY KILKENNY | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA BLIMBERGS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN HOLT | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 |
| STACY BUDILL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| STEVE DOELDER | TREASURER Trustee or director, Officer | 2 | $0 |
| CALI DRAFKORN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| NICHOLAS EGERT | SECRETARY Trustee or director, Officer | 1 | $0 |
| KYLE HUNDT | DIRECTOR Trustee or director | 1 | $0 |
| KJ JIMENEZ | DIRECTOR Trustee or director | 1 | $0 |
| PATTIE WOODS | DIRECTOR Trustee or director | 1 | $0 |
| JADEN SMITH | DIRECTOR Trustee or director | 1 | $0 |
| KAREN SEMPF | DIRECTOR Trustee or director | 1 | $0 |
| KENDRA JENSKI | DIRECTOR Trustee or director | 1 | $0 |
| JACOB MCHUGH | DIRECTOR Trustee or director | 1 | $0 |
| MEGAN QUIST | DIRECTOR Trustee or director | 1 | $0 |
| PAM CARPER | DIRECTOR Trustee or director | 1 | $0 |
| SKIP MOSSHAMER | DIRECTOR Trustee or director | 1 | $0 |
| MARISOL RIVERIA | DIRECTOR Trustee or director | 1 | $0 |
| JULIE STRASSER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended July 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMELA DUNN | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $54,154 |
| MORGAN LANDI | PRESIDENT Trustee or director, Officer | 2 | $0 |
| GREGG RICE | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| KELLI SMITH | TREASURER Trustee or director, Officer | 2 | $0 |
| ELISABETH PARTYKA | VICE PRESIDENT Trustee or director | 1 | $0 |
| TABITHA SCHROCK | SECRETARY Trustee or director | 1 | $0 |
| KATHERINE GAULKE | DIRECTOR Trustee or director | 1 | $0 |
| GINA DINGMAN | DIRECTOR Trustee or director | 1 | $0 |
| KYLE HUNDT | DIRECTOR Trustee or director | 1 | $0 |
| LISA CHURCHILL | DIRECTOR Trustee or director | 1 | $0 |
| SUNNY MINX | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN BROGA | DIRECTOR Trustee or director | 1 | $0 |
| WARD PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| DORIS CANGELOSI | DIRECTOR Trustee or director | 1 | $0 |
| SENTA HOLMES | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 202, LAKE GENEVA, WI 53147-0202
- In care of
- % VICKI JACOBS
- Principal officer (990 for 2024)
- JACOB MCHUGH, PO BOX 202, LAKE GENEVA, WI 53147
- Signed the 990
- KELLI SMITH, TREASURER
- Phone
- (262) 374-4474
- Return prepared by
- CHAMBERLAIN OTTE CPAS LLP
Mission
COLLECT AND DISBURSE FUNDS FOR THE UNITED WAY
Program accomplishments
- ALLOCATIONS AND GRANTSExpenses $545,679 · grants $513,614
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 39-1471340
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $1,194,172
- Income (IRS master file)
- $1,559,067
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $1,555,476 | $654,026 | $1,194,172 | XML |
| 990 | July 2024 | $462,688 | $369,361 | $270,766 | XML |
| 990 | July 2023 | $431,605 | $392,880 | $168,628 | XML |
| 990 | July 2022 | $358,863 | $421,754 | $125,822 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1471340).
Questions about UNITED WAY OF WALWORTH COUNTY INC
- What is the EIN of UNITED WAY OF WALWORTH COUNTY INC?
- The employer identification number (EIN) of UNITED WAY OF WALWORTH COUNTY INC is 39-1471340.
- Is UNITED WAY OF WALWORTH COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to UNITED WAY OF WALWORTH COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF WALWORTH COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF WALWORTH COUNTY INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF WALWORTH COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of UNITED WAY OF WALWORTH COUNTY INC?
- The 990 for the year ended July 31, 2025 names JACOB MCHUGH.
- Who are the officers and directors of UNITED WAY OF WALWORTH COUNTY INC?
- The 990 for the year ended July 31, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does UNITED WAY OF WALWORTH COUNTY INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $1,555,476, expenses of $654,026 and total assets of $1,194,172 at year end.
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All nonprofits in LAKE GENEVA · Wisconsin · Philanthropy, voluntarism and grantmaking foundations