Nonprofit · EIN 39-6046361
UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC
Tax-exempt · WHITEWATER, WI 53190
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $228,344 | $205,173 | $23,171 | $169,736 | $4,868 | $164,868 |
| June 30, 2024 | 990 | $172,894 | $258,275 | -$85,381 | $206,010 | $64,313 | $141,697 |
| June 30, 2023 | 990 | $278,165 | $249,329 | $28,836 | $303,006 | $75,928 | $227,078 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $153,754
- Program service revenue
- $65,757
- Investment income
- $6,652
- Other revenue
- $2,181
Expenses
- Grants and similar amounts paid
- $53,856
- Compensation of officers, directors and key employees
- $55,056
- Salaries, compensation and benefits (total)
- $60,633
- Professional fundraising fees
- $0
- Accounting fees
- $965
- Occupancy
- $5,333
- Travel
- $346
- Program services (functional)
- $91,382
- Management and general (functional)
- $77,562
- Fundraising (functional)
- $36,229
Balance sheet and other
- Total assets, start of year
- $206,010
- Total assets, end of year
- $169,736
- Total liabilities, end of year
- $4,868
- Net assets, end of year
- $164,868
- Net assets without donor restrictions
- $164,868
- Gross receipts
- $228,344
- Employees
- 1
- Volunteers
- 50
- Year formed
- 1943
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH ELLIS | Treasurer Officer | 40 | $55,056 |
| TROY NORMAN | Director Trustee or director | 2 | $0 |
| MOLLY PARRISH | Director Trustee or director | 2 | $0 |
| CHRIS VAN GUNDY | Director Trustee or director | 2 | $0 |
| PEGGY STEBBINS | Director Trustee or director | 2 | $0 |
| TONY WEDL | Director Trustee or director | 2 | $0 |
| RYAN CALLAHAN | Director Trustee or director | 2 | $0 |
| LUC SHOEMAKER | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH ELLIS | Treasurer Officer | 40 | $59,231 |
| TROY NORMAN | Director Trustee or director | 2 | $0 |
| MOLLY PARRISH | Director Trustee or director | 2 | $0 |
| CHRIS VAN GUNDY | Director Trustee or director | 2 | $0 |
| PEGGY STEBBINS | Director Trustee or director | 2 | $0 |
| TONY WEDL | Director Trustee or director | 2 | $0 |
| RYAN CALLAHAN | Director Trustee or director | 2 | $0 |
| LUC SHOEMAKER | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Troy Norman | Director Trustee or director | 2 | $0 |
| Josh Kline | Director Trustee or director | 2 | $0 |
| Ryan Callahan | Director Trustee or director | 2 | $0 |
| Sherrie Siglinsky | Director Trustee or director | 2 | $0 |
| Molly Parrish | Director Trustee or director | 2 | $0 |
| Lisa Caras | Director Trustee or director | 2 | $0 |
| Peggy Stebbins | Director Trustee or director | 2 | $0 |
| Chris VanGundy | Director Trustee or director | 2 | $0 |
| Tony Wedl | Director Trustee or director | 2 | $0 |
| Ryan Grady | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1260 W MAIN ST SUITE 123, WHITEWATER, WI 53190-0000
- Principal officer (990 for 2024)
- ELIZABETH ELLIS, 734 MADISON AVE, FORT ATKINSON, WI 53538
- Signed the 990
- ELIZABETH ELLIS, Treasurer
- Phone
- (920) 563-8880
- Website
- WWW.OURUNITEDWAY.COM
- Return prepared by
- Leif E Knudsen CPA SC
Mission
OUR MISSION IS TO IMPROVE PEOPLES LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITIES. WE WILL ACHIEVE THIS BY IDENTIFYING CRITICAL HUMAN NEEDS, SUPPORTING PROGRAMS THAT LEAD TO MEASURABLE COMMUNITY RESULTS AND BY PROVIDING FINNACIAL AND HUMAN RESOURCES TO SUPPORT THOSE PROGRAMS.
Program accomplishments
- GRANTS TO LOCAL SERVICE PROJECTS AND AGENCIES.Expenses $91,382 · grants $153,754
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 39-6046361
- 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
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $169,736
- Income (IRS master file)
- $228,344
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $228,344 | $205,173 | $169,736 | XML |
| 990 | June 2024 | $172,894 | $258,275 | $206,010 | XML |
| 990 | June 2023 | $278,165 | $249,329 | $303,006 | XML |
| 990 | June 2022 | $334,749 | $333,868 | $322,517 | 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 39-6046361).
Questions about UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC
- What is the EIN of UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC?
- The employer identification number (EIN) of UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC is 39-6046361.
- Is UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES 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 JEFFERSON AND N WALWORTH COUNTIES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC?
- The 990 for the year ended June 30, 2025 names ELIZABETH ELLIS.
- Who are the officers and directors of UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $55,056 (ELIZABETH ELLIS, Treasurer).
- How much revenue does UNITED WAY OF JEFFERSON AND N WALWORTH COUNTIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $228,344, expenses of $205,173 and total assets of $169,736 at year end.
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