Civic Intelligence

Fox Valley United Way

990 • Fiscal year 2018 • EIN 36-2195467

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

44 East Galena BoulevardAurora, IL 60505

(630) 896-4636

Siviq Scores

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

Liabilities / Assets

70th percentile

0.28x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.18x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

65th percentile

9.4%

Higher net margin than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$128,326

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

62nd percentile

4.8%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-0.1%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$935,403

Up $42,683 (+4.8%) from 2017

Net Assets

Up

$673,004

Up $137,167 (+26%) from 2017

Liabilities

Down

$262,399

Down $94,484 (-26%) from 2017

Revenue

Down

$1,461,383

Down $1,290 (-0.1%) from 2017

Expenses

Down

$1,324,216

Down $250,274 (-16%) from 2017

Net Income

Up

$137,167

Up $248,984 (+223%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,127,194Liabilities 2012: $430,437Net Assets 2012: $696,7572012Assets 2013: $1,120,191Liabilities 2013: $401,964Net Assets 2013: $718,2272013Assets 2014: $1,007,952Liabilities 2014: $362,973Net Assets 2014: $644,9792014Assets 2015: $1,041,835Liabilities 2015: $385,328Net Assets 2015: $656,5072015Assets 2016: $1,040,369Liabilities 2016: $392,715Net Assets 2016: $647,6542016Assets 2017: $892,720Liabilities 2017: $356,883Net Assets 2017: $535,8372017Assets 2018: $935,403Liabilities 2018: $262,399Net Assets 2018: $673,0042018Assets 2019: $898,419Liabilities 2019: $185,157Net Assets 2019: $713,2622019Assets 2020: $928,723Liabilities 2020: $212,290Net Assets 2020: $716,4332020Assets 2021: $953,965Liabilities 2021: $169,689Net Assets 2021: $784,2762021Assets 2022: $927,459Liabilities 2022: $168,888Net Assets 2022: $758,5712022Assets 2023: $1,026,438Liabilities 2023: $206,222Net Assets 2023: $820,2162023Assets 2024: $914,909Liabilities 2024: $138,174Net Assets 2024: $776,7352024Assets 2025: $886,606Liabilities 2025: $56,018Net Assets 2025: $830,5882025

Highlighted filing

2018

Assets$935,403
Liabilities$262,399
Net Assets$673,004

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $1,381,7632012Expenses 2013: $1,518,2412013Revenue 2014: $1,345,586Expenses 2014: $1,418,834Net Income 2014: -$73,2482014Revenue 2015: $1,392,152Expenses 2015: $1,380,624Net Income 2015: $11,5282015Revenue 2016: $1,365,624Expenses 2016: $1,374,477Net Income 2016: -$8,8532016Revenue 2017: $1,462,673Expenses 2017: $1,574,490Net Income 2017: -$111,8172017Revenue 2018: $1,461,383Expenses 2018: $1,324,216Net Income 2018: $137,1672018Revenue 2019: $1,209,077Expenses 2019: $1,168,819Net Income 2019: $40,2582019Revenue 2020: $1,546,091Expenses 2020: $1,542,920Net Income 2020: $3,1712020Revenue 2021: $1,403,639Expenses 2021: $1,335,796Net Income 2021: $67,8432021Revenue 2022: $1,092,758Expenses 2022: $1,118,463Net Income 2022: -$25,7052022Revenue 2023: $1,237,436Expenses 2023: $1,175,791Net Income 2023: $61,6452023Revenue 2024: $1,063,686Expenses 2024: $1,107,167Net Income 2024: -$43,4812024Revenue 2025: $975,506Expenses 2025: $921,653Net Income 2025: $53,8532025

Highlighted filing

2018

Revenue$1,461,383
Expenses$1,324,216
Net Income$137,167
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$1,474,988
Mission and Program Overview

Mission

To improve lives in the communities served through fundraising and by providing leadership in fostering collaberation and leveraging resources to focus on solving the identified community problems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$174,013$388,935▲ $214,922
Pledges and Grants Receivable$511,254$352,705▼ $158,549
Cash and Non-Interest-Bearing Accounts$169,683$144,707▼ $24,976
Prepaid Expenses and Deferred Charges$33,113$44,024▲ $10,911
Land, Buildings, and Equipment, Net$2,304$2,816▲ $512
Total Assets$892,720$935,403▲ $42,683
Other Assets Total$2,353$2,216▼ $137
Liabilities
Grants Payable$276,459$161,260▼ $115,199
Accounts Payable and Accrued Expenses$59,425$55,509▼ $3,916
Other Liabilities$20,999$45,630▲ $24,631
Total Liabilities$356,883$262,399▼ $94,484
Net Assets / Fund Balance
Temporarily Rstr Net Assets$489,241$776,193▲ $286,952
Unrestricted Net Assets$46,596$-103,189▼ $149,785
Total Net Assets Fund Balance$535,837$673,004▲ $137,167
Total Liabilities and Net Assets / Fund Balance$892,720$935,403▲ $42,683

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,816$103,851$106,667
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael MeyerCEOFT$104,369$23,957$128,326

Board Members and Trustees

NameTitle
Julie ProsciaChair
Stacey RiesVice-chair
Brian DahlDirector
Fred MckenzieDirector
John WuDirector
Keith GottschalkDirector
Mark MooneyDirector
Michael BrownDirector
Paul SmaltzDirector
Ronald BannerDirector
Scott WoodDirector
Susan BillDirector
Karen GustafsonSecretary
Patrick KelseyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,450,685
Program Service Revenue
$9,394
Investment Income
$2,174
Other Revenue
$-870
All Other Contributions
$1,169,696
Change in Net Assets
$137,167

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,353,821
Revenue Not Reported on Financial Statements
$107,562
Revenue Not Reported on Form 990
$28,825
Other Revenue Adjustments
$107,562
Total Revenue per Audited Statements
$1,382,646
Total Revenue per Form 990
$1,461,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$535,486
Salaries, Compensation, and Employee Benefits$500,408
Other Expenses$288,322
Total Fundraising Expense$138,918
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$528,676--$528,676
Other Salaries and Wages$185,669$54,527$47,609$287,805
Current Officers, Directors, Trustees, and Key Employees$69,798$27,570$35,544$132,912
Fees for Services Other$89,480$20,671$3,316$113,467
Fees for Services Accounting$8,046$36,505-$44,551
Occupancy$19,244$9,222$11,627$40,093
Other Employee Benefits$23,672$6,377$8,041$38,090
Payroll Taxes$18,296$5,000$6,304$29,600
Office Expenses$16,278$3,508$7,632$27,418
Pension Plan Contributions$8,412$1,588$2,001$12,001
Payments to Affiliates$5,036$2,413$3,042$10,491
Insurance$3,971$1,696$2,168$7,835
Information Technology$6,331$452$569$7,352
Grants to Domestic Individuals$6,810--$6,810
Conferences and Meetings$5,280$506$607$6,393
Advertising$2,671$478$1,113$4,262
Travel$1,797$233$293$2,323
Depreciation Depletion$822$6$8$836
Other Expenses$379$182$229$790
All Other Expenses$464$5$6$475
Total Functional Expenses$1,002,680$182,618$138,918$1,324,216

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,324,216
Total Expenses per Audited Statements$1,245,479
Expenses per Audited Statements$1,216,654
Expenses Not Reported on Financial Statements$107,562
Other Expense Adjustments$107,562
Expenses Not Reported on Form 990$28,825
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Public Action to Deliver ShelterAurora, IL501c3Program Support$38,000
Mutual GroundAurora, IL501c3Program Support$28,560
Senior ServicesAurora, IL501c3Program Support$26,320
Aurora Area Interfaith Food PantryAurora, IL501c3Program Support$24,805
Association for Individual DevelopAurora, IL501c3Program Support$22,960
Salvation ArmyAurora, IL501c3Program Support$22,720
Tricity Family ServicesGeneva, IL501c3Program Support$22,320
Salvation Army Tri-city CorpsSt Charles, IL501c3Program Support$18,160
Fox Valley YmcaPlano, IL501c3Program Support$15,040
Taking Back Our CommunityAurora, IL501c3Program Support$15,000
Kendall County Health DepartmentYorkville, ILGovProgram Support$13,920
Vna Health CareAurora, IL501c3Program Support$11,200
Breaking Free IncAurora, IL501c3Program Support$11,040
Kendall County Comm Food PantryYorkville, IL501c3Program Support$10,400
Community BenefitsYorkville, IL501c3Program Support$10,000
Marie Wilkinson Child Develp CenterAurora, IL501c3Program Support$7,920
World ReliefAurora, IL501c3Program Support$7,920
Renz Addiction Counseling CenterElgin, IL501c3Program Support$7,760
Hope for Tomorrow IncAurora, IL501c3Program Support$7,600
Family Counseling Service of AuroraAurora, IL501c3Program Support$7,200
Ritas MinistryAurora, IL501c3Program Support$7,040
Lazarus HouseSt Charles, IL501c3Program Support$6,880
Ecker Ctr for Mental HealthElgin, IL501c3Program Support$6,160
Easter Seals Dupagefox ValleyVilla Park, IL501c3Program Support$6,000
Girls Scouts of Northern IlElgin, IL501c3Program Support$5,440
Dayone PactGeneva, IL501c3Program Support$5,280
Fox Valley Hands of HopeGeneva, IL501c3Program Support$5,040
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,605
Fundraising Gross Income$12,735
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$23,435$7,380$109$7,271
Annual Breakfas$13,485$5,355$1,190$4,165
Total Events$36,920$12,735$13,605$-870
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Designations Payable$45,630
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11B

The 990 is reviewed by the finance committee and presented to the board by the treasurer at the regular monthly meeting. The board then votes to approve the 990 before it is filed with the irs.

Form 990, Page 6, Part VI, Line 12C

All board members and employees are required to sign a conflict of interest statement every year in december.

Form 990, Page 6, Part VI, Line 15A

The ceo's compensation is reviewed and approved by the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request

Filing and Contact Details

Filer

Filer Name
Fox Valley United Way
EIN
36-2195467
Phone
6308964636
Address
44 EAST GALENA BOULEVARD, AURORA, IL 60505

Signing Officer

Name
Michael Meyer
Title
CEO
Phone
6308964636
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Meyer
Formed
1922
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
6
Volunteers
663

Preparer

Firm
WEBER & ASSOCIATES CPA'S
Address
314 N LAKE ST STE 1B, AURORA, IL 60506-4086
Preparer
Thomas a Weber
Phone
6308974500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To improve lives in the communities served through fundraising and by providing leadership in fostering collaberation and leveraging resources to focus on solving the identified community problems.

Form 990, Part XI, Line 9

Special events 870 donor designated contributions -50,222 pass-thru designations -57,340 special event expense -870 donor designated contributions 50,222 pass thru designations 57,340

Financial Statement Notes

Schedule D, Page 3, Part X

The organization has analyzed tax positions taken and believes that income tax filing positions would be sustained upon examination and does not anticipate any adjustments that would have a material adverse effect on the organization's financial condition, results of operations or cash flows.

Schedule D, Page 4, Part XI, Line 2D

SPECIAL EVENTS 870

Schedule D, Page 4, Part XI, Line 4B

Donor designated contributions 50,222 pass-thru designations 57,340

Schedule D, Page 4, Part XII, Line 2D

Special event expense 870

Schedule D, Page 4, Part XII, Line 4B

Donor designated contributions 50,222 pass thru designations 57,340

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0THE FOX VALLEY UNITED WAY PROVIDES SERVICES FOR PLANNING COMMUNITY ACTIVITIES AND FUNDRAISERS IN 23 COMMUNITIES, EVALUATING INDIVIDUAL AGENCY PROGRAMS, INFORMING THE COMMUNITY OF VARIOUS ACTIVITIES IT SPONSORS, AND HELPING SOLVE COMMUNITY PROBLEMS WITH GRANTS AND ALLOCATIONS TO OTHER AGENCIES. ALLOCATIONS TO 55 AGENCIES, COMMUNITY IMPACT GRANTS AND DESIGNATION PAYMENTS AMOUNTED TO 425,035, 25,810 AND 84,641, RESPECTIVELY. AN ESTIMATED ADDITIONAL 9,007 OF DONATED SERVICES WERE RECEIVED IN CONNECTION WITH FUND DISTRIBUTION SERVICES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/MissionDesc0TO IMPROVE LIVES IN THE COMMUNITIES SERVED THROUGH FUNDRAISING AND BY PROVIDING LEADERSHIP IN FOSTERING COLLABERATION AND LEVERAGING RESOURCES TO FOCUS ON SOLVING THE IDENTIFIED COMMUNITY PROBLEMS.
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IRS990/OtherExpensesGrp/Desc1EVENT EXPENSE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3UNITED WAY OF ILL DUES
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IRS990/OtherExpensesGrp/FundraisingAmt18279
IRS990/OtherExpensesGrp/FundraisingAmt2241
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011448
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1231
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2182
IRS990/OtherExpensesGrp/ProgramServicesAmt0492
IRS990/OtherExpensesGrp/ProgramServicesAmt1358
IRS990/OtherExpensesGrp/ProgramServicesAmt2698
IRS990/OtherExpensesGrp/ProgramServicesAmt3379
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IRS990/OtherExpensesGrp/TotalAmt21170
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IRS990/PayrollTaxesGrp/ProgramServicesAmt018296
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033113
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044024
IRS990/PrincipalOfficerNm0MICHAEL MEYER
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11439
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SPARK (STRONG, PREPARED, AND READY FOR KINDERGARTEN) AURORA EARLY CHILDHOOD COLLABORATION SEEKS TO EMPOWER OUR DIVERSE FAMILIES AND CHILDREN TO ATTAIN FULL SUCCESS IN LEARNING AND LIFE BY ENSURING ALL AURORA AND THE FOX VALLEY AREA'S YOUNG CHILDREN HAVE EQUAL ACCESS TO EXEMPLARY EARLY CHILDHOOD CARE AND EDUCATION. DURING THE YEAR, SPARK PROGRAMS ENGAGED WITH 1,047 CHILDREN AND PARENTS. DONATED SERVICES AMOUNTING TO 1,015 WERE RECEIVED FOR THIS PROGRAM THAT HAVE NOT BEEN REFLECTED IN REVENUE AND EXPENSE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0249072
IRS990/ProgSrvcAccomActy3Grp/Desc0VOLUNTEER FOX VALLEY CONNECTS VOLUNTEERS AND LOCAL NONPROFIT AGENCIES TO DEVELOP THE BEST OPPORTUNITIES FOR YOUTH, BUSY WORKING ADULTS AND SENIORS. DURING THE YEAR, 131 ACTIVE ORGANIZATIONS/AGENCIES WERE CONNECTED WITH 2,172 ACTIVE USERS WITH AN AVERAGE OF 1,030 VISITORS PER MONTH.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01345325
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02174
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt07333
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IRS990ScheduleD/DonatedServicesAndUseFcltsAmt027955
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IRS990ScheduleD/EquipmentGrp/BookValueAmt02816
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0103851
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106667
IRS990ScheduleD/ExpensesNotReportedAmt028825
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0107562
IRS990ScheduleD/ExpensesSubtotalAmt01216654
IRS990ScheduleD/FootnoteTextInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.89$0.06$0.83$0.98$0.92$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.14$0.78$1.06$1.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.21$0.82$1.24$1.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.17$0.76$1.09$1.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.17$0.78$1.40$1.34$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.21$0.72$1.55$1.54$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.19$0.71$1.21$1.17$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.26$0.67$1.46$1.32$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.36$0.54$1.46$1.57$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.04$0.39$0.65$1.37$1.37$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.39$0.66$1.39$1.38$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.36$0.64$1.35$1.42$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.40$0.72$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.43$0.70$1.38