Civic Intelligence

Monadnock United Way Inc.

990 • Fiscal year 2013 • EIN 02-0236885

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

23 Center StreetKeene, NH 03431

(603) 882-4011

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

28th percentile

-4.8%

Higher net margin than 28% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

63rd percentile

$78,030

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

44th percentile

1.3%

Faster revenue growth than 44% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Up

$2,899,154

Up $178,769 (+6.6%) from 2012

Net Assets

Up

$2,865,082

Up $286,795 (+11%) from 2012

Liabilities

Down

$34,072

Down $108,026 (-76%) from 2012

Revenue

$2,135,353

No earlier filing loaded for comparison.

Expenses

Up

$2,238,184

Up $187,483 (+9.1%) from 2012

Net Income

-$102,831

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,340,689Liabilities 2010: $105,589Net Assets 2010: $2,235,1002010Assets 2011: $2,329,379Liabilities 2011: $105,459Net Assets 2011: $2,223,9202011Assets 2012: $2,720,385Liabilities 2012: $142,098Net Assets 2012: $2,578,2872012Assets 2013: $2,899,154Liabilities 2013: $34,072Net Assets 2013: $2,865,0822013Assets 2014: $2,842,297Liabilities 2014: $38,029Net Assets 2014: $2,804,2682014Assets 2015: $2,872,906Liabilities 2015: $22,132Net Assets 2015: $2,850,7742015Assets 2016: $3,106,695Liabilities 2016: $214,460Net Assets 2016: $2,892,2352016Assets 2017: $2,917,055Liabilities 2017: $170,500Net Assets 2017: $2,746,5552017Assets 2018: $2,689,703Liabilities 2018: $157,523Net Assets 2018: $2,532,1802018Assets 2019: $2,478,470Liabilities 2019: $151,922Net Assets 2019: $2,326,5482019Assets 2020: $2,791,955Liabilities 2020: $222,312Net Assets 2020: $2,569,6432020Assets 2021: $3,611,197Liabilities 2021: $146,614Net Assets 2021: $3,464,5832021Assets 2022: $3,251,982Liabilities 2022: $107,633Net Assets 2022: $3,144,3492022Assets 2023: $2,971,718Liabilities 2023: $77,381Net Assets 2023: $2,894,3372023Assets 2024: $3,070,180Liabilities 2024: $132,777Net Assets 2024: $2,937,4032024

Highlighted filing

2013

Assets$2,899,154
Liabilities$34,072
Net Assets$2,865,082

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,151,7702010Revenue 2011: $2,080,193Expenses 2011: $2,090,054Net Income 2011: -$9,8612011Expenses 2012: $2,050,7012012Revenue 2013: $2,135,353Expenses 2013: $2,238,184Net Income 2013: -$102,8312013Revenue 2014: $1,895,153Expenses 2014: $1,966,433Net Income 2014: -$71,2802014Revenue 2015: $2,149,216Expenses 2015: $2,101,061Net Income 2015: $48,1552015Revenue 2016: $2,190,289Expenses 2016: $2,165,227Net Income 2016: $25,0622016Revenue 2017: $1,822,663Expenses 2017: $2,001,131Net Income 2017: -$178,4682017Revenue 2018: $1,683,843Expenses 2018: $1,886,387Net Income 2018: -$202,5442018Revenue 2019: $1,688,459Expenses 2019: $1,926,301Net Income 2019: -$237,8422019Revenue 2020: $2,067,755Expenses 2020: $1,861,049Net Income 2020: $206,7062020Revenue 2021: $2,296,861Expenses 2021: $1,463,813Net Income 2021: $833,0482021Revenue 2022: $1,504,107Expenses 2022: $1,778,998Net Income 2022: -$274,8912022Revenue 2023: $1,503,300Expenses 2023: $1,787,024Net Income 2023: -$283,7242023Revenue 2024: $1,652,332Expenses 2024: $1,636,547Net Income 2024: $15,7852024

Highlighted filing

2013

Revenue$2,135,353
Expenses$2,238,184
Net Income-$102,831
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Gross Receipts
$2,135,353
Mission and Program Overview

Mission

Monadnock united way is dedicated to improving lives by mobilizing diverse partners and investing in programs and people to create long-lasting measurable change.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,059,980$1,458,270▲ $398,290
Accounts Receivable$970,297$980,734▲ $10,437
Cash and Non-Interest-Bearing Accounts$661,968$168,187▼ $493,781
Land, Buildings, and Equipment, Net$24,150$18,393▼ $5,757
Prepaid Expenses and Deferred Charges$3,990$4,408▲ $418
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,720,385$2,899,154▲ $178,769
Other Assets Total-$269,162-
Liabilities
Grants Payable$133,513$22,047▼ $111,466
Accounts Payable and Accrued Expenses$8,585$12,025▲ $3,440
Total Liabilities$142,098$34,072▼ $108,026
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,371,959$1,878,441▲ $506,482
Unrestricted Net Assets$1,206,328$986,641▼ $219,687
Total Net Assets Fund Balance$2,578,287$2,865,082▲ $286,795
Total Liabilities and Net Assets / Fund Balance$2,720,385$2,899,154▲ $178,769

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,558$94,206$99,764
Other Land Buildings$8,405$61,881$70,286
Land$4,430-$4,430
Other Assets Org$269,162--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathy HarringtonExecutive DirectorFT$78,030$78,030

Board Members and Trustees

NameTitle
Bonnie KuryloChairman
Joe ParisiVice Chairman
Andy RobinsonDirector
Bill StevensDirector
Dick HillDirector
Heather BellDirector
Joe MarksDirector
Kathy GrossDirector
Patty BlakeDirector
Rob HarrisDirector
Robin HulbertDirector
Jeff BergeronSecretary
Dominic PerkinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,107,364
Program Service Revenue
$0
Investment Income
$24,676
Other Revenue
$3,313
All Other Contributions
$2,107,364
Change in Net Assets
$-102,831

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,135,353
Revenue Not Reported on Form 990
$31,413
Total Revenue per Audited Statements
$2,166,766
Total Revenue per Form 990
$2,135,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,707,556
Salaries, Compensation, and Employee Benefits$340,426
Total Fundraising Expense$210,461
Other Expenses$190,202
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,707,556--$1,707,556
Other Salaries and Wages$86,519$26,100$97,886$210,505
Current Officers, Directors, Trustees, and Key Employees$32,069$9,678$36,283$78,030
All Other Expenses$16,558$3,465$12,992$33,015
Other Employee Benefits$10,535$3,178$11,920$25,633
Payments to Affiliates$25,585--$25,585
Payroll Taxes$9,520$2,872$10,770$23,162
Other Expenses$12,188$763$11,602$12,188
Fees for Services Accounting$4,439$1,339$5,022$10,800
Occupancy$4,340$1,309$4,910$10,559
Conferences and Meetings$5,063$419$769$6,251
Depreciation Depletion$2,367$714$2,677$5,758
Fees for Service Investment Mgmnt Fees$2,019$609$2,285$4,913
Fees for Services Other$1,533$463$1,735$3,731
Pension Plan Contributions$1,273$384$1,439$3,096
Travel$1,877$304$272$2,453
Total Functional Expenses$1,973,486$54,237$210,461$2,238,184

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,238,184
Total Expenses per Audited Statements$2,238,184
Total Expenses per Form 990$2,238,184
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
02-6012230---$231,500
02-6013808---$143,000
02-0464016---$126,000
22-2473346---$85,000
02-0325346---$80,000
02-0270147---$76,250
02-0222247---$75,000
02-0279045---$70,000
02-0345628---$60,750
02-0268285---$60,000
02-0513507---$55,500
02-0301063---$47,500
22-3181410---$45,725
53-0196605---$45,000
02-0312473---$45,000
02-0256864---$40,000
02-0300897---$40,000
02-0356727---$39,612
02-0369974---$38,250
23-7229461---$32,960
22-3077952---$30,000
02-0467163---$30,000
05-0315625---$23,250
26-2838428---$20,000
45-2798171---$20,000
23-7399517---$15,000
23-7423042---$14,997
02-0268285---$13,275
02-0418158---$12,500
02-0336884---$12,000
27-2458454---$7,496
05-0315625---$6,750
02-0484723---$5,813
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 was reviewed by the finance committee with the auditing firm. The finance committee recommendations were reviewed and accepted by the executive committee. The final 990 was then sent to the board of directors and reviewed and discussed at the next regularly scheduled board meeting.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each year, at the Annual meeting, all members of the Board of Directors receive a copy of the Conflict of Interest Policy and a form for them to complete and sign disclosing any potential conflicts of interest or declare that they have none. Our chief administrator follows up to make sure that all are received.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Using the expertise of committee members who have been or are involved in setting compensations, we developed a minimum and maximum based on the midpoint. We then set criteria for each level, based on the experience and knowledge that the final candidate would have.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Copies of Monadnock United Way governing documents, conflict of interest policy and financial statements are available to the public. Copies may be obtained by requesting them in person at 23 Center Street, Keene, NH

Filing and Contact Details

Filer

EIN
02-0236885

Signing Officer

Name
Dominic Perkins
Title
Treasurer
Signed
2014-08-12
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Nh
Voting Board Members
13
Independent Board Members
13
Employees
9
Volunteers
424

Preparer

Preparer
Belinda S Oster CPA Mst
Phone
6033524500
Supplemental Narrative

Additional Explanations

Form 990 Part 1, Line 6 - Total Number of Volunteers

Our 398 volunteers work on the annual campaign (352), allocations (22), board of directors and committees (13), and office support and maintenance (11). The total number of hours they volunteer is 22,449 based on actual and estimated numbers.

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IRS990/ProgSrvcAccomActy2Grp/Desc0Community Building:Monadnock United Way continues to work collaboratively with many organizations within Cheshire County and across the State of New Hampshire. This group includes UWNH 211 Project, Creating Positive Change, Volunteer NH, Family Planning Collaborative, CAST (Community and Schools Together), Monadnock Senior Advocates, Community Network Team and Service Link, ItsAboutUs and ItsForParents websites, Cheshire Public Health Network, Monadnock Talks, Heading for Home Regional Housing Coalition, Council for a Healthier Community, Monadnock Alcohol & Drug Abuse Coalition (MADAC), Monadnock Employment Project under MDS Successful Transitions program, Under One Roof/The River Center, Giving Monadnock, United Ways of New Hampshire, Success By 6, The Children's Alliance, Leadership Monadnock, Geriatric Research Committee at Cheshire Medical Center, Contoocook Valley Transportation Company, First Course, Tobacco Free Youth Coalition, Monadnock Legislative Initiative, Monadnock Partnership, MFS Regional Coordinating Council for Families and Children, Southwestern Regional Planning Advisory Committee on Job Access Reverse Commute Study of Rt. 10 Corridor, Monadnock Voices for Prevention Task Group, and Monadnock Area Network for Youth. In 2013 Monadnock United Way continued to serve as the coordinating organization for preparedness programs in long-term disaster recovery and created Monadnock Organizations Active in Disaster.Monadnock United Way serves as the administrator for the Federal Emergency Food and Shelter Program for Cheshire County.MUW worked with United Ways of New Hampshire to successfully launch NH 2-1-1 in June 2008 and continues to participate as an advisor to the project. This collaborative program was given the Business Enterprise Award at the BIA Annual Meeting in October 2008.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ALLOCATIONS: "A Needs Driven Process"The Monadnock United Way has a unique Allocations Process, which ensures fiscal and program accountability while meeting the social service needs of the Monadnock Region.The objective of the Allocations Committee is to deploy Monadnock United Way financial support to maximize the resources available to agencies for services aimed at the most urgent current needs of the community. The allocations system is designed to be accountable to the donor, responsive to people's needs, and inclusive of programs to which the givers wish to contribute.The Committee is composed of 22 volunteers from the entire Monadnock Region representing diversity of experience, gender and age. All Committee members read proposals and listen to presentations from approximately 50 agencies and programs that we fund. In addition, each committee member also serves on a three-member team that reviews in depth, through a site visit, a cluster of seven agencies.This dedicated group of volunteers challenges each agency's effectiveness at providing services, the need for these services in the region and the agency's need for United Way financial support. Each individual member of the Allocations Committee commits approximately 100 hours to deliver a report crafted toward meeting the needs of our community.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.13$2.94$1.65$1.64$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.97$0.08$2.89$1.50$1.79$0.28
2022Detailed filing. Detailed filing data is available for this year.$3.25$0.11$3.14$1.50$1.78$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.15$3.46$2.30$1.46$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.22$2.57$2.07$1.86$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.15$2.33$1.69$1.93$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.16$2.53$1.68$1.89$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.17$2.75$1.82$2.00$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.21$2.89$2.19$2.17$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.02$2.85$2.15$2.10$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.04$2.80$1.90$1.97$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.90$0.03$2.87$2.14$2.24$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.14$2.58$2.05
2011Summary only. Only limited summary data is available for this year.$2.33$0.11$2.22$2.08$2.09$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.11$2.24$2.15
Peer Organizations

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