Nonprofit · EIN 42-0680362
BURLINGTON WEST BURLINGTON AREA UNITED WAY INC
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $273,312 | $485,001 | -$211,689 | $759,713 | $353,578 | $406,135 |
| December 31, 2023 | 990 | $369,123 | $412,714 | -$43,591 | $922,012 | $304,188 | $617,824 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $268,953
- Program service revenue
- $0
- Investment income
- $4,359
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $272,550
- Compensation of officers, directors and key employees
- $53,600
- Other salaries and wages
- $43,478
- Salaries, compensation and benefits (total)
- $108,516
- Professional fundraising fees
- $0
- Accounting fees
- $11,310
- Occupancy
- $13,134
- Travel
- $7,866
- Depreciation
- $1,406
- Program services (functional)
- $329,302
- Management and general (functional)
- $64,425
- Fundraising (functional)
- $91,274
Balance sheet and other
- Total assets, start of year
- $922,012
- Total assets, end of year
- $759,713
- Total liabilities, end of year
- $353,578
- Net assets, end of year
- $406,135
- Land, buildings and equipment
- $8,227
- Net assets without donor restrictions
- $406,135
- Gross receipts
- $273,312
- Employees
- 4
- Volunteers
- 70
- Year formed
- 1925
- State of legal domicile
- IA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEGAN BRINCK | EXECUTIVE DI Officer | 40 | $53,600 |
| MICHAEL ASH | DIRECTOR Trustee or director | – | $0 |
| AARON BALTISBERGER | DIRECTOR Trustee or director | – | $0 |
| CHAD BIRD | PRESIDENT Trustee or director, Officer | – | $0 |
| SHAUNA FREITAG | ALLOCATIONS Trustee or director | – | $0 |
| RYAN GERLING | DIRECTOR Trustee or director | – | $0 |
| KAILEY GIBBS | ALLOCATIONS Trustee or director, Officer | – | $0 |
| COURTNEY GUNN | VP OF ADMINI Trustee or director, Officer | – | $0 |
| PATRICK HAIGH | DIRECTOR Trustee or director | – | $0 |
| ROBERT HAINES | GENERAL CAMP Trustee or director, Officer | – | $0 |
| JASON HUTCHESON | DIRECTOR Trustee or director | – | $0 |
| BRIAN ISOM | DIRECTOR Trustee or director | – | $0 |
| ALAN KLEINKOPF | DIRECTOR Trustee or director | – | $0 |
| JADE RAMIRO | DIRECTOR Trustee or director | – | $0 |
| ROB RITSON | DIRECTOR Trustee or director | – | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKKI SANDS | DIRECTOR Trustee or director | – | $0 |
| JOANNA SCHNEDEN | TREASURER/SE Trustee or director, Officer | – | $0 |
| KATHERINE TANSEY | DIRECTOR Trustee or director | – | $0 |
| MEGAN VOGEL | VP OF CAMP Trustee or director, Officer | – | $0 |
| CHARLIE WALSH | DIRECTOR Trustee or director | – | $0 |
| ANDREA WALZ-HARTMAN | DIRECTOR Trustee or director | – | $0 |
| TAYLOR WILKERSON | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEGAN BRINCK | EXECUTIVE DI Officer | 40 | $53,600 |
| AARON BALTISBERGER | DIRECTOR Trustee or director | – | $0 |
| CHAD BIRD | PRESIDENT Trustee or director, Officer | – | $0 |
| MARTY BOWEN | TREASURER/SE Trustee or director, Officer | – | $0 |
| KAILEY EMERSON | DIRECTOR Trustee or director | – | $0 |
| KC FLEMING | VP OF ALLOCA Trustee or director, Officer | – | $0 |
| SHAUNA FREITAG | DIRECTOR Trustee or director | – | $0 |
| COURTNEY GUNN | VP OF ADMINI Trustee or director, Officer | – | $0 |
| ROBERT HAINES | GENERAL CAMP Trustee or director, Officer | – | $0 |
| JASON HUTCHESON | DIRECTOR Trustee or director | – | $0 |
| BRIAN ISOM | DIRECTOR Trustee or director | – | $0 |
| ALAN KLEINKOPF | DIRECTOR Trustee or director | – | $0 |
| JIM OLSON | DIRECTOR Trustee or director | – | $0 |
| JADE RAMIRO | DIRECTOR Trustee or director | – | $0 |
| ROB RITSON | DIRECTOR Trustee or director | – | $0 |
| TIMOTHY ROBERTS | PAST PRESIDE Trustee or director, Officer | – | $0 |
| JOANNA SCHNEDEN | DIRECTOR Trustee or director | – | $0 |
| MEGAN VOGEL | DIRECTOR Trustee or director | – | $0 |
| ANDREA WALZ-HARTMAN | DIRECTOR Trustee or director | – | $0 |
| EDWARD WHITMAN | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 218 N 3RD ST STE 217, BURLINGTON, IA 52601-5320
- Principal officer (990 for 2024)
- MEGAN BRINCK, 218 N THIRD STREET SUITE 217, BURLINGTON, IA 52601
- Signed the 990
- MEGAN BRINCK, EXECUTIVE DIRECTOR
- Phone
- (319) 752-7831
- Website
- WWW.UNITEDWAYBURLINGTON.ORG
- Return prepared by
- MENKE & COMPANY
Mission
TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER.
Program accomplishments
- PROVIDING FUNDS TO SUPPORT TAX EXEMPT ORGANIZATIONSExpenses $318,791 · grants $272,550
- PROVIDING FUNDS TO SUPPORT TAX EXEMPT ORGANIZATIONSExpenses $10,511
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 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0680362
- 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)
- $759,713
- Income (IRS master file)
- $273,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $273,312 | $485,001 | $759,713 | XML |
| 990 | December 2023 | $369,123 | $412,714 | $922,012 | XML |
| 990 | December 2022 | $357,675 | $346,040 | $954,554 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 42-0680362).
Questions about BURLINGTON WEST BURLINGTON AREA UNITED WAY INC
- What is the EIN of BURLINGTON WEST BURLINGTON AREA UNITED WAY INC?
- The employer identification number (EIN) of BURLINGTON WEST BURLINGTON AREA UNITED WAY INC is 42-0680362.
- Is BURLINGTON WEST BURLINGTON AREA UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to BURLINGTON WEST BURLINGTON AREA UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BURLINGTON WEST BURLINGTON AREA UNITED WAY 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 BURLINGTON WEST BURLINGTON AREA UNITED WAY 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 BURLINGTON WEST BURLINGTON AREA UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BURLINGTON WEST BURLINGTON AREA UNITED WAY INC?
- The 990 for the year ended December 31, 2024 names MEGAN BRINCK.
- Who are the officers and directors of BURLINGTON WEST BURLINGTON AREA UNITED WAY INC?
- The 990 for the year ended December 31, 2024 lists 22 people; 1 received compensation from the organization, the highest $53,600 (MEGAN BRINCK, EXECUTIVE DI).
- How much revenue does BURLINGTON WEST BURLINGTON AREA UNITED WAY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $273,312, expenses of $485,001 and total assets of $759,713 at year end.
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