Civic Intelligence

Tri City Area United Way

990 • Fiscal year 2020 • EIN 38-6034023

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 15, 2021

Organization ProfileWWW.TCUNITEDWAY.ORG
880 Frontage Road Suite FPeshtigo, WI 54157

(715) 735-7785

Siviq Scores

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

Liabilities / Assets

75th percentile

0.11x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.10x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

72nd percentile

30%

Faster asset growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$332,724

Up $76,480 (+30%) from 2019

Net Assets

Up

$297,249

Up $111,478 (+60%) from 2019

Liabilities

Down

$35,475

Down $34,998 (-50%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin79th percentile

Revenue

Up

$359,561

Up $72,198 (+25%) from 2019

Expenses

Down

$248,083

Down $67,082 (-21%) from 2019

Net Income

Up

$111,478

Up $139,280 (+501%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$600K$400K$200K$0Assets 2011: $428,941Liabilities 2011: $13,460Net Assets 2011: $415,4812011Assets 2012: $373,112Liabilities 2012: $11,466Net Assets 2012: $361,6462012Assets 2013: $397,507Liabilities 2013: $6,684Net Assets 2013: $390,8232013Assets 2014: $316,958Liabilities 2014: $7,610Net Assets 2014: $309,3482014Assets 2015: $362,450Liabilities 2015: $5,251Net Assets 2015: $357,1992015Assets 2016: $394,277Liabilities 2016: $2,810Net Assets 2016: $391,4672016Assets 2017: $329,134Liabilities 2017: $51,784Net Assets 2017: $277,3502017Assets 2018: $265,434Liabilities 2018: $51,860Net Assets 2018: $213,5742018Assets 2019: $256,244Liabilities 2019: $70,473Net Assets 2019: $185,7712019Assets 2020: $332,724Liabilities 2020: $35,475Net Assets 2020: $297,2492020Assets 2021: $299,909Liabilities 2021: $2,541Net Assets 2021: $297,3682021Assets 2022: $294,921Liabilities 2022: $2,770Net Assets 2022: $292,1512022Assets 2023: $289,922Liabilities 2023: $930Net Assets 2023: $288,9922023Assets 2024: $265,432Liabilities 2024: $1,278Net Assets 2024: $264,1542024

Highlighted filing

2020

Assets$332,724
Liabilities$35,475
Net Assets$297,249
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

$400K$200K$0-$200KRevenue 2011: $307,157Expenses 2011: $250,834Net Income 2011: $56,3232011Revenue 2012: $220,352Expenses 2012: $274,187Net Income 2012: -$53,8352012Revenue 2013: $312,297Expenses 2013: $283,120Net Income 2013: $29,1772013Revenue 2014: $252,421Expenses 2014: $333,896Net Income 2014: -$81,4752014Revenue 2015: $323,100Expenses 2015: $275,249Net Income 2015: $47,8512015Revenue 2016: $394,880Expenses 2016: $360,612Net Income 2016: $34,2682016Revenue 2017: $272,158Expenses 2017: $386,275Net Income 2017: -$114,1172017Revenue 2018: $296,073Expenses 2018: $359,849Net Income 2018: -$63,7762018Revenue 2019: $287,363Expenses 2019: $315,165Net Income 2019: -$27,8022019Revenue 2020: $359,561Expenses 2020: $248,083Net Income 2020: $111,4782020Revenue 2021: $201,005Expenses 2021: $200,886Net Income 2021: $1192021Revenue 2022: $107,950Expenses 2022: $112,481Net Income 2022: -$4,5312022Revenue 2023: $141,743Expenses 2023: $138,151Net Income 2023: $3,5922023Revenue 2024: $156,901Expenses 2024: $181,739Net Income 2024: -$24,8382024

Highlighted filing

2020

Revenue$359,561
Expenses$248,083
Net Income$111,478
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 15, 2021
Return Version
2020v4.0
Gross Receipts
$359,561
Mission and Program Overview

Mission

SEE BELOW

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$110,438$135,937▲ $25,499
Investments in Publicly Traded Securities$120,928$119,745▼ $1,183
Cash and Non-Interest-Bearing Accounts$19,692$71,829▲ $52,137
Land, Buildings, and Equipment, Net$5,186$5,124▼ $62
Other Notes and Loans Receivable, Net-$89-
Total Assets$256,244$332,724▲ $76,480
Liabilities
Grants Payable$69,194$18,775▼ $50,419
Unsecured Notes Loans Payable-$13,800-
Accounts Payable and Accrued Expenses$1,279$2,900▲ $1,621
Total Liabilities$70,473$35,475▼ $34,998
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$185,771$297,249▲ $111,478
Total Net Assets Fund Balance$185,771$297,249▲ $111,478
Total Liabilities and Net Assets / Fund Balance$256,244$332,724▲ $76,480

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,124$78,690$83,814
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Larry WallPresident
Amy BretlTrustee
Jacque BoudreauTrustee
Jenna StubenvollTrustee
Kirk MooreTrustee
Marcus OksaTrustee
Stephani NaultTrustee
Steven MartinTrustee
Amy MartinezExecutive Di
Debbie ArndtSecretary
Gary NadolnyTreasurer
Adam MenorVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$350,718
Program Service Revenue
$0
Investment Income
$8,843
Other Revenue
$0
All Other Contributions
$350,718
Change in Net Assets
$111,478

Audited Revenue Reconciliation

Revenue per Audited Statements
$359,561
Total Revenue per Audited Statements
$359,561
Total Revenue per Form 990
$359,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$139,178
Salaries, Compensation, and Employee Benefits$79,424
Other Expenses$29,481
Total Fundraising Expense$21,786
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$139,178--$139,178
Other Salaries and Wages$23,596$33,919$16,222$73,737
Office Expenses$2,915$4,190$2,004$9,109
Payroll Taxes$1,820$2,616$1,251$5,687
Payments to Affiliates-$4,498-$4,498
Occupancy$1,419$2,040$975$4,434
Fees for Services Accounting-$3,010-$3,010
Insurance-$2,370-$2,370
Depreciation Depletion$639$918$439$1,996
Conferences and Meetings$633$910$435$1,978
Fees for Services Other$620$891$426$1,937
Other Expenses$25$36$18$79
Advertising$22$32$16$70
Total Functional Expenses$170,867$55,430$21,786$248,083

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$248,083
Total Expenses per Audited Statements$248,083
Total Expenses per Form 990$248,083
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Josephs Conference---$15,000
Great Start---$11,750
Rainbow House---$10,000
Casa Brown County---$7,500
St Vincent Depaul---$7,500
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“At monthly meeting by board”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Tri-county United Way
EIN
38-6034023
Phone
7157357785
Address
880 FRONTAGE ROAD SUITE F, PESHTIGO, WI 54157

Signing Officer

Name
Amy Martinez
Title
Executive Director
Phone
7157357785
Signed
2021-08-15

Organization Details

Principal Officer
Amy Martinez
Formed
1957
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
3

Preparer

Firm
Johnson & Rennie LLC
Address
900 26TH STREET, MENOMINEE, MI 49858
Preparer
Carl R Sorensen CPA
Phone
9068634457
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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/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0350718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0269760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0295547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0266846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0382948
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01565819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt011603
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04086
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034411
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08843
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97850
IRS990ScheduleA/PublicSupportPY170Pct00.98400
IRS990ScheduleA/PublicSupportTotal170Amt01565819
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0350718
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0269760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0295547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0266846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0382948
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01565819
IRS990ScheduleA/TotalSupportAmt01600230
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt05124
IRS990ScheduleD/EquipmentGrp/DepreciationAmt078690
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt083814
IRS990ScheduleD/ExpensesSubtotalAmt0248083
IRS990ScheduleD/RevenueSubtotalAmt0359561
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05124
IRS990ScheduleD/TotalExpensesPerForm990Amt0248083
IRS990ScheduleD/TotalRevenuePerForm990Amt0359561
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0359561
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0248083
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt111750
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASA BROWN COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GREAT START
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ST JOSEPHS CONFERENCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3RAINBOW HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ST VINCENT DEPAUL
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0APPLICATIONS REVIEWED EVERY YEAR, AND UPDATES SUBMITTED DURING THE YEAR
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AT MONTHLY MEETING BY BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0256244
IRS990/TotalAssetsEOYAmt0332724
IRS990/TotalAssetsGrp/BOYAmt0256244
IRS990/TotalAssetsGrp/EOYAmt0332724
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0350718
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021786
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt055430
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0170867
IRS990/TotalFunctionalExpensesGrp/TotalAmt0248083
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt070473
IRS990/TotalLiabilitiesEOYAmt035475
IRS990/TotalLiabilitiesGrp/BOYAmt070473
IRS990/TotalLiabilitiesGrp/EOYAmt035475
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0185771
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0297249
IRS990/TotalProgramServiceExpensesAmt0170867
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08843
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0359561
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0256244
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0332724
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt013800
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.TCUNITEDWAY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07157357785
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-COUNTY UNITED WAY
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0386034023
ReturnHeader/Filer/PhoneNum07157357785
ReturnHeader/Filer/USAddress/AddressLine1Txt0880 FRONTAGE ROAD SUITE F
ReturnHeader/Filer/USAddress/CityNm0PESHTIGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054157
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392039897
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHNSON & RENNIE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 26TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENOMINEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049858
ReturnHeader/PreparerPersonGrp/PhoneNum09068634457
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL R SORENSEN CPA
ReturnHeader/ReturnTs02021-09-22T13:35:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTINEZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$332,724
Liabilities
$35,475
Net assets
$297,249
Revenue
$359,561
Expenses
$248,083
Net income
$111,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.01$2.64$1.57$1.82$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.01$2.89$1.42$1.38$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.03$2.92$1.08$1.12$0.05
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.00$0.03$2.97$2.01$2.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.33$0.35$2.97$3.60$2.48$1.11
2019Summary only. Only limited summary data is available for this year.$2.56$0.70$1.86$2.87$3.15$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.52$2.14$2.96$3.60$0.64
2017Detailed filing. Detailed filing data is available for this year.$3.29$0.52$2.77$2.72$3.86$1.14
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.03$3.91$3.95$3.61$0.34
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.05$3.57$3.23$2.75$0.48
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.08$3.09$2.52$3.34$0.81
2013Summary only. Only limited summary data is available for this year.$3.98$0.07$3.91$3.12$2.83$0.29
2012Summary only. Only limited summary data is available for this year.$3.73$0.11$3.62$2.20$2.74$0.54
2011Summary only. Only limited summary data is available for this year.$4.29$0.13$4.15$3.07$2.51$0.56