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UNITED WAY OF THE GREATER WINONAAREA

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Tax-exempt status may be revoked

UNITED WAY OF THE GREATER WINONAAREA

EIN 41-0706134

What they do

SINCE 1943, UNITED WAY of THE GREATER WINONA AREA HAS BROUGHT TOGETHER PEOPLE and RESOURCES to BUILD A SAFETY NET to HELP MEET THE NEEDS of OUR FRIENDS, NEIGHBORS, CO-WORKERS and FAMILIES. LIVE UNITED. A CREDO. A MISSION. A GOAL. A CONSTANT REMINDER THAT WHEN WE AS INDIVIDUALS THINK OUTSIDE OURSELVES, WE HAVE THE POWER to FACILITATE CHANGE. WHEN WE THINK of OTHERS LIVES AS LINKED to OUR OWN, OUR COMPASSION GROWS. WHEN WE REACH OUT A HAND to ONE, WE INFLUENCE THE CONDITION of ALL. WE BUILD THE STRENGTH of OUR NEIGHBORHOODS. WE BOLSTER THE HEALTH of OUR COMMUNITIES. and WE CHANGE THE LIVES of THOSE WHO WALK BY US EVERY DAY. MORE, IT is A COMMAND. to GIVE. to ADVOCATE. to VOLUNTEER. BECAUSE UNITED WE STAND. UNITED WE ELEVATE. UNITED WE PERSEVERE. UNITED WE MOVE THROUGH. ABOVE. and BEYOND. UNITED WE CAN CHANGE WHAT WE SEE IN OUR WORLD.

Before you give

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This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2015The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders14 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

94.33%of revenue went to mission work73.2% of expenses · Program services
17.61%of revenue went to fundraising13.7% of expenses
$128.84spent for every $100 of revenueSpending was higher than revenue this year.
16.90%of revenue went to management and office costs13.1% of expenses
$1.40in assets for every $1 spent this yearSome assets cannot be spent right away.
96.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $64,940 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $70,695 for JEFF BARTHOLOMEW (EXECUTIVE DI). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2015

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$225,211
Mission workProgram services$212,44094.33% of revenue73.2% of expenses
ManagementOffice and general costs$38,05416.90% of revenue13.1% of expenses
FundraisingAsking for donations$39,65717.61% of revenue13.7% of expenses
Total expenses$290,151128.84% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Money in and money out

Revenue$225,211
Expenses$290,151
Annual shortfall $64,940 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$212,440 · 73.2% of expenses
Management and office costs$38,054 · 13.1% of expenses
Fundraising$39,657 · 13.7% of expenses
See all reported dollar amounts
Revenue$225,211
Expenses$290,151
Assets$405,140
Contributions$216,874
Mission work (program services)$212,440
Fundraising$39,657
Management and general$38,054
Accounting fees$10,220
People

Leadership and board

Tax year 2015

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
JEFF BARTHOLOMEWEXECUTIVE DI · 45 hrs/week $70,695Base $67,875 · Other $2,820

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (14)

JEFF BARTHOLOMEWEXECUTIVE DI

ANNMARIE DEMARAISDIRECTOR

BEN ADANKDIRECTOR

BRIAN VOERDINGDIRECTOR

BRYCE MAUSDIRECTOR

CHRIS CALLAHANDIRECTOR

GREG EVANSDIRECTOR

JUDY BODWAYDIRECTOR

KEVIN FITZGERALDDIRECTOR

LANCE DUELLMANDIRECTOR

MARGARET SCHILDVICE PRESIDE

NICK LEMMERDIRECTOR

PAM HUSMANSECRETARY/TR

RANDY SKARLUPKABOARD CHAIR

About this charity

Location
902 EAST 2ND STREET SUITE 330, WINONA, MN 55987
County
Winona
In care of
RANDY SKARLUPKA

How to reach them

Filing and classification

Latest tax year
2015
Tax period began
July 1, 2015
Tax preparer
JOHNSON BLOCK AND COMPANY INC
Revocation date
May 15, 2019

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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