Civic Intelligence

United Way of Mclean County

EIN 37-0661505 • 501(c)3 • Bloomington, IL

Profile

United way of mclean county improves lives by mobilizing the caring power of our community to advance the common good. Together, we will: connect and engage all sectors of our community, leverage community resources, and hold ourselves and others accountable.

PO Box 1348Bloomington, IL 61702

www.uwmclean.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.11x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.23x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-73%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$144,617

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

9th percentile

-22%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-18%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,313,641

Down $360,621 (-22%) from 2023

Liabilities

Up

$138,987

Up $49,642 (+56%) from 2023

Net Assets

Down

$1,174,654

Down $410,263 (-26%) from 2023

Revenue

Down

$615,945

Down $138,484 (-18%) from 2023

Expenses

Up

$1,062,880

Up $36,379 (+3.5%) from 2023

Net Income

Down

-$446,935

Down $174,863 (-64%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $4,458,228Liabilities 2012: $155,366Net Assets 2012: $4,302,8622012Assets 2013: $4,459,906Liabilities 2013: $173,886Net Assets 2013: $4,286,0202013Assets 2014: $4,169,762Liabilities 2014: $111,427Net Assets 2014: $4,058,3352014Assets 2015: $4,123,010Liabilities 2015: $106,453Net Assets 2015: $4,016,5572015Assets 2016: $3,313,378Liabilities 2016: $187,783Net Assets 2016: $3,125,5952016Assets 2017: $2,099,370Liabilities 2017: $121,088Net Assets 2017: $1,978,2822017Assets 2018: $1,974,935Liabilities 2018: $101,169Net Assets 2018: $1,873,7662018Assets 2019: $1,561,842Liabilities 2019: $96,902Net Assets 2019: $1,464,9402019Assets 2020: $2,273,671Liabilities 2020: $111,822Net Assets 2020: $2,161,8492020Assets 2021: $2,530,848Liabilities 2021: $91,234Net Assets 2021: $2,439,6142021Assets 2022: $1,847,271Liabilities 2022: $52,275Net Assets 2022: $1,794,9962022Assets 2023: $1,674,262Liabilities 2023: $89,345Net Assets 2023: $1,584,9172023Assets 2024: $1,313,641Liabilities 2024: $138,987Net Assets 2024: $1,174,6542024

Highlighted filing

2024

Assets$1,313,641
Liabilities$138,987
Net Assets$1,174,654

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $4,329,5772012Expenses 2013: $4,586,8392013Revenue 2014: $3,917,383Expenses 2014: $4,288,465Net Income 2014: -$371,0822014Revenue 2015: $4,068,902Expenses 2015: $4,128,318Net Income 2015: -$59,4162015Revenue 2016: $3,189,862Expenses 2016: $4,158,164Net Income 2016: -$968,3022016Revenue 2017: $2,124,605Expenses 2017: $3,310,313Net Income 2017: -$1,185,7082017Revenue 2018: $1,670,120Expenses 2018: $1,787,585Net Income 2018: -$117,4652018Revenue 2019: $1,001,346Expenses 2019: $1,405,510Net Income 2019: -$404,1642019Revenue 2020: $1,621,406Expenses 2020: $1,296,445Net Income 2020: $324,9612020Revenue 2021: $1,129,538Expenses 2021: $889,778Net Income 2021: $239,7602021Revenue 2022: $906,139Expenses 2022: $1,405,925Net Income 2022: -$499,7862022Revenue 2023: $754,429Expenses 2023: $1,026,501Net Income 2023: -$272,0722023Revenue 2024: $615,945Expenses 2024: $1,062,880Net Income 2024: -$446,9352024

Highlighted filing

2024

Revenue$615,945
Expenses$1,062,880
Net Income-$446,935

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.0
Gross Receipts
$713,840
Mission and Program Overview

Mission

United way of mclean county improves lives by mobilizing the caring power of our community to advance the common good. Together, we will: connect and engage all sectors of our community, leverage community resources, and hold ourselves and others accountable.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$610,096$631,101▲ $21,005
Cash and Non-Interest-Bearing Accounts$941,856$588,996▼ $352,860
Pledges and Grants Receivable$116,886$87,811▼ $29,075
Prepaid Expenses and Deferred Charges$5,424$5,733▲ $309
Total Assets$1,674,262$1,313,641▼ $360,621
Liabilities
Accounts Payable and Accrued Expenses$89,345$138,987▲ $49,642
Total Liabilities$89,345$138,987▲ $49,642
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,368,994$974,754▼ $394,240
Net Assets With Donor Restrictions$215,923$199,900▼ $16,023
Total Net Assets Fund Balance$1,584,917$1,174,654▼ $410,263
Total Liabilities and Net Assets / Fund Balance$1,674,262$1,313,641▼ $360,621
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David TaylorPresident &FT$108,466$36,151$144,617

Board Members and Trustees

NameTitle
Dale AveryChair
Cat WoodsPast-chair
Cory HeimDirector
Gary TipsordDirector
Keith CornilleDirector
LAURA O'CONNORDirector
Martin BehrensDirector
Mary BynumDirector
Naveen MillerDirector
Paul DetersDirector
Sean FaganDirector
Sonja ReeceDirector
Sonya MauDirector
Tom CarrollDirector
Tim RyanSecretary
Trevor SeibringTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$528,273
Program Service Revenue
$0
Investment Income
$60,345
Other Revenue
$27,327
All Other Contributions
$521,763
Change in Net Assets
$-446,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$615,945
Revenue Not Reported on Form 990
$36,672
Total Revenue per Audited Statements
$652,617
Total Revenue per Form 990
$615,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$590,973
Salaries, Compensation, and Employee Benefits$440,707
Total Fundraising Expense$167,981
Grants and Similar Amounts Paid$31,200
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,776$37,534$31,681$234,991
Current Officers, Directors, Trustees, and Key Employees$75,926$10,847$21,693$108,466
Information Technology$53,455$17,819$17,819$89,093
Other Employee Benefits$32,053$7,501$10,119$49,673
Grants to Domestic Orgs$31,200--$31,200
Payroll Taxes$18,644$3,683$4,049$26,376
All Other Expenses$3,881$6,361$14,605$24,847
Pension Plan Contributions$13,336$4,411$3,454$21,201
Other Expenses$33,983$28,914$11,500$11,500
Payments to Affiliates-$10,433-$10,433
Conferences and Meetings--$3,866$3,866
Travel$2,167$309$619$3,095
Insurance--$2,481$2,481
Office Expenses$702$234$234$1,170
Total Functional Expenses$766,728$128,171$167,981$1,062,880

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,062,880
Total Expenses per Audited Statements$1,062,880
Total Expenses per Form 990$1,062,880
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Path Crisis CenterBloomington, IL-2-1-1 Services$31,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,513
Fundraising Direct Expenses$40,238
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Power of the Pu$63,513$63,513$34,320$29,193
Total Events$63,513$63,513$34,320$29,193
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 in detail by the finance committee and then the executive committee will review it. It will then be presented to the full board of directors for final approval before being filed.

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

The conflict of interest policy is reviewed and updated on an annual basis for any new conflicts that might arise. In addition, board members abstain from voting on issues where there might be a conflict of interest.

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

Annual review is given by the board chair with input from board members, agency executives, and staff. Approval of raise is voted on by executive committee and board of directors.

Form 990, Page 6, Part VI, Line 19

These documents are available upon request.

Filing and Contact Details

Filer

Filer Name
United Way of Mclean County
EIN
37-0661505
Phone
3098287383
Address
PO BOX 1348, BLOOMINGTON, IL 61702

Signing Officer

Name
David Taylor
Title
President & CEO
Phone
3098287383
Signed
2025-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Taylor
Formed
1935
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
15
Employees
6
Volunteers
55

Preparer

Firm
Mck Cpas & Advisors
Address
202 N PROSPECT ROAD SUITE 206, BLOOMINGTON, IL 61704
Preparer
Renee S Brucker
Phone
3098286071
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

United way of mclean county improves lives by mobilizing the caring power of our community to advance the common good. Together, we will: connect and engage all sectors of our community, leverage community resources, and hold ourselves and others accountable.

Form 990, Page 2, Part III, Line 4A

Pathways 2 prosperity: this program is helping residents find future stability through workforce development, educational access, mental health support, and more. Uwmc seeks to increase prosperity by addressing the circumstances and root causes that lead to more than 26,000 mclean county households that struggle financially. In 2024, united way's workforce180 initiative included over 100 young people in various phases of the initiative - from intake to financial self-sufficiency and all points in between. This includes over 20 young people employed in the workforce in mclean county, many of whom are breaking intergenerational cycles of poverty. Workforce180 removes any barriers that these at-risk youth may face, supporting them financially when necessary as well as through mentors and other wraparound supports. In addition to this, uwmc addresses mental health issues affecting local teens through our support of the bridge academy, as well as our thrivemind initiative in partnership with carle bromenn. Youth behavioral health needs represent a continuum, and united way has adopted a strategy of supporting these efforts at various points along this continuum.

Form 990, Page 2, Part III, Line 4B

Community partnerships: programs to assist in building bridges between service providers to close gaps for a service-based approach for residents. In 2023, two initiatives came online that promote literacy and/or access to services. The dolly parton imagination library is a partnership between uwmc and the dollywood foundation and provides a book per month, free to the families, for any eligible child (under 5) in mclean county. Nearly 2,600 kids have signed up at this point. United way, along with other investors, helped carle bromenn purchase a brand new mobile medical unit that operates throughout mclean county to provide access to medical services, with a particular emphasis on reaching neighborhoods and communities that experience the greatest disparity in positive health outcomes.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT &
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
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IRS990/InsuranceGrp/FundraisingAmt02481
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IRS990/MissionDesc0UNITED WAY OF MCLEAN COUNTY IMPROVES LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. TOGETHER, WE WILL: CONNECT AND ENGAGE ALL SECTORS OF OUR COMMUNITY, LEVERAGE COMMUNITY RESOURCES, AND HOLD OURSELVES AND OTHERS ACCOUNTABLE.
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IRS990/PrincipalOfficerNm0DAVID TAYLOR
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IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY PARTNERSHIPS: PROGRAMS TO ASSIST IN BUILDING BRIDGES BETWEEN SERVICE PROVIDERS TO CLOSE GAPS FOR A SERVICE-BASED APPROACH FOR RESIDENTS. IN 2023, TWO INITIATIVES CAME ONLINE THAT PROMOTE LITERACY AND/OR ACCESS TO SERVICES. THE DOLLY PARTON IMAGINATION LIBRARY IS A PARTNERSHIP BETWEEN UWMC AND THE DOLLYWOOD FOUNDATION AND PROVIDES A BOOK PER MONTH, FREE TO THE FAMILIES, FOR ANY ELIGIBLE CHILD (UNDER 5) IN MCLEAN COUNTY. NEARLY 2,600 KIDS HAVE SIGNED UP AT THIS POINT. UNITED WAY, ALONG WITH OTHER INVESTORS, HELPED CARLE BROMENN PURCHASE A BRAND NEW MOBILE MEDICAL UNIT THAT OPERATES THROUGHOUT MCLEAN COUNTY TO PROVIDE ACCESS TO MEDICAL SERVICES, WITH A PARTICULAR EMPHASIS ON REACHING NEIGHBORHOODS AND COMMUNITIES THAT EXPERIENCE THE GREATEST DISPARITY IN POSITIVE HEALTH OUTCOMES.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt031200
IRS990/ProgSrvcAccomActy3Grp/Desc0180UNITED: PROGRAMS THAT SERVE TO EDUCATE COMMUNITY MEMBERS ABOUT THE CRISIS IN OUR COUNTY AND OUR INNOVATIVE APPROACH FOR PROSPERITY AND WELL- BEING.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TICKET SALES 7,666
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PATH CRISIS CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0115 W JEFFERSON SUITE 103
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BLOOMINGTON

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