Civic Intelligence

United Way of the Greater Chippewa

EIN 39-1077901 • 501(c)3 • Eau Claire, WI

Profile

We improve lives and build stronger chippewa valley communities by bringing resources together to advance the common good.

1729 Westgate RoadEau Claire, WI 54703

uwgcv.org

Siviq Scores

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

Liabilities / Assets

88th percentile

0.69x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.56x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

24th percentile

-8.1%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$96,900

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

7th percentile

-29%

Faster asset growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-8.5%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$1,104,897

Down $444,536 (-29%) from 2024

Liabilities

Down

$766,349

Down $334,525 (-30%) from 2024

Net Assets

Down

$338,548

Down $110,011 (-25%) from 2024

Operations
Liabilities / Revenue82nd percentileNet Margin24th percentile

Revenue

Down

$1,357,885

Down $126,514 (-8.5%) from 2024

Expenses

Down

$1,467,896

Down $348,740 (-19%) from 2024

Net Income

Up

-$110,011

Up $222,226 (+67%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,707,556Liabilities 2011: $1,602,571Net Assets 2011: $1,104,9852011Assets 2012: $2,463,879Liabilities 2012: $1,616,188Net Assets 2012: $847,6912012Assets 2013: $2,707,642Liabilities 2013: $1,567,335Net Assets 2013: $1,140,3072013Assets 2014: $2,872,589Liabilities 2014: $1,557,634Net Assets 2014: $1,314,9552014Assets 2015: $2,840,053Liabilities 2015: $1,672,291Net Assets 2015: $1,167,7622015Assets 2016: $2,429,106Liabilities 2016: $1,587,914Net Assets 2016: $841,1922016Assets 2017: $1,992,757Liabilities 2017: $1,476,586Net Assets 2017: $516,1712017Assets 2018: $1,719,250Liabilities 2018: $1,066,486Net Assets 2018: $652,7642018Assets 2019: $1,810,035Liabilities 2019: $1,074,049Net Assets 2019: $735,9862019Assets 2020: $2,396,719Liabilities 2020: $1,130,932Net Assets 2020: $1,265,7872020Assets 2021: $2,006,685Liabilities 2021: $1,150,594Net Assets 2021: $856,0912021Assets 2022: $1,932,642Liabilities 2022: $1,112,405Net Assets 2022: $820,2372022Assets 2023: $1,978,379Liabilities 2023: $1,197,583Net Assets 2023: $780,7962023Assets 2024: $1,549,433Liabilities 2024: $1,100,874Net Assets 2024: $448,5592024Assets 2025: $1,104,897Liabilities 2025: $766,349Net Assets 2025: $338,5482025

Highlighted filing

2025

Assets$1,104,897
Liabilities$766,349
Net Assets$338,548
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,333,517Expenses 2011: $2,031,830Net Income 2011: $301,6872011Expenses 2012: $2,152,8552012Revenue 2013: $2,252,435Expenses 2013: $1,996,839Net Income 2013: $255,5962013Revenue 2014: $2,191,619Expenses 2014: $2,083,399Net Income 2014: $108,2202014Revenue 2015: $2,163,689Expenses 2015: $2,202,469Net Income 2015: -$38,7802015Revenue 2016: $1,948,048Expenses 2016: $2,221,003Net Income 2016: -$272,9552016Revenue 2017: $1,834,287Expenses 2017: $2,189,834Net Income 2017: -$355,5472017Revenue 2018: $1,845,774Expenses 2018: $1,709,181Net Income 2018: $136,5932018Revenue 2019: $1,740,011Expenses 2019: $1,656,789Net Income 2019: $83,2222019Revenue 2020: $2,145,093Expenses 2020: $1,615,292Net Income 2020: $529,8012020Revenue 2021: $1,656,430Expenses 2021: $2,066,126Net Income 2021: -$409,6962021Revenue 2022: $1,643,443Expenses 2022: $1,679,297Net Income 2022: -$35,8542022Revenue 2023: $1,681,156Expenses 2023: $1,720,597Net Income 2023: -$39,4412023Revenue 2024: $1,484,399Expenses 2024: $1,816,636Net Income 2024: -$332,2372024Revenue 2025: $1,357,885Expenses 2025: $1,467,896Net Income 2025: -$110,0112025

Highlighted filing

2025

Revenue$1,357,885
Expenses$1,467,896
Net Income-$110,011
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,104,897
Liabilities
$766,349
Net assets
$338,548
Revenue
$1,357,885
Expenses
$1,467,896
Net income
-$110,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$0.77$0.34$1.36$1.47$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$1.10$0.45$1.48$1.82$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$1.20$0.78$1.68$1.72$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$1.11$0.82$1.64$1.68$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$1.15$0.86$1.66$2.07$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$1.13$1.27$2.15$1.62$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$1.07$0.74$1.74$1.66$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.72$1.07$0.65$1.85$1.71$0.14
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$1.48$0.52$1.83$2.19$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$1.59$0.84$1.95$2.22$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.84$1.67$1.17$2.16$2.20$0.04
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$1.56$1.31$2.19$2.08$0.11
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$1.57$1.14$2.25$2.00$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$1.62$0.85$2.15
2011Summary only. Only limited summary data is available for this year.$2.71$1.60$1.10$2.33$2.03$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$1,400,889
Mission and Program Overview

Mission

We improve lives and build stronger chippewa valley communities by bringing resources together to advance the common good.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,023,648$599,730▼ $423,918
Pledges and Grants Receivable$319,634$245,798▼ $73,836
Accounts Receivable$160,305$188,760▲ $28,455
Cash and Non-Interest-Bearing Accounts$10,315$23,260▲ $12,945
Prepaid Expenses and Deferred Charges$3,371$2,022▼ $1,349
Land, Buildings, and Equipment, Net$1,167$178▼ $989
Total Assets$1,549,433$1,104,897▼ $444,536
Other Assets Total$30,993$45,149▲ $14,156
Liabilities
Grants Payable$1,000,000$680,000▼ $320,000
Other Liabilities$30,993$45,149▲ $14,156
Accounts Payable and Accrued Expenses$69,881$41,200▼ $28,681
Total Liabilities$1,100,874$766,349▼ $334,525
Net Assets / Fund Balance
Net Assets With Donor Restrictions$379,053$293,033▼ $86,020
Net Assets Without Donor Restrictions$69,506$45,515▼ $23,991
Total Net Assets Fund Balance$448,559$338,548▼ $110,011
Total Liabilities and Net Assets / Fund Balance$1,549,433$1,104,897▼ $444,536

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$178$48,034$48,212
Leasehold Improvements$0$2,000$2,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,942,584$0▲ $404,024-$4,197,411
2023$3,768,948-▲ $317,494-$3,942,584
2022$3,533,494$47,568▲ $313,857-$3,768,948
2021$4,126,884$46,186▼ $540,091-$3,533,494
2020$3,312,056$15,338▲ $885,658-$4,126,884
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan LudyExecutive Director/secretaryFT$95,000$1,900$96,900

Board Members and Trustees

NameTitle
Carie SommerBoard Chair
Jennifer ProchnowCampaign Chair
Kristin SchmidtCIC Chair
Miriam GehlerPast Board Chair
Shawn SneddenPast Board Chair
Benny AndersonVice Campaign Chair
Andrew DanielsVice Chair
Andrew MartinDirector
Casey SchumacherDirector
Cory KnutsonDirector
David KimballDirector
Jeni ThorpeDirector
Jennine FoxDirector
Jessica JoyceDirector
John JacobsonDirector
John WagnerDirector
Kyle DarleyDirector
Michael SiakpereDirector
Tj AtkinsDirector
Dustin OlsonExecutive Director/secretary
Sheanne HedigerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,351,046
Program Service Revenue
$1,108
Investment Income
$23,033
Other Revenue
$-17,302
All Other Contributions
$962,176
Change in Net Assets
$-110,011

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$21,500Cost
Other Non Cash Contri Table2$10,000Cost
Other Non Cash Contri Table6$4,050Cost
Other Non Cash Contri Table9$57Cost
Total Noncash Contributions18$35,607-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$680,000
Salaries, Compensation, and Employee Benefits$431,073
Other Expenses$356,823
Total Fundraising Expense$186,856
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$680,000--$680,000
Other Salaries and Wages$129,599$104,311$82,184$316,094
Current Officers, Directors, Trustees, and Key Employees$33,898$27,284$21,497$82,679
Occupancy$14,982$12,059$9,501$36,542
Payroll Taxes$11,990$9,651$7,603$29,244
Fees for Services Accounting-$19,766-$19,766
Other Expenses$6,687$5,382$4,240$16,309
Office Expenses$4,708$6,231$3,166$14,105
All Other Expenses$3,593$2,094$3,919$9,606
Advertising$232-$7,506$7,738
Travel$2,809$2,261$1,781$6,851
Insurance$1,952$1,570$1,237$4,759
Pension Plan Contributions$1,253$1,008$795$3,056
Depreciation Depletion$557$449$354$1,360
Total Functional Expenses$1,071,142$209,898$186,856$1,467,896
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chippewa Valley Technical College FoundationEau Claire, WI501(c)(3)Dental Clinic and Micro Grants to Cvtc Students$111,142
Western Dairyland Economic Opportunity Council IncIndependence, WI501(c)(3)Housing First$65,758
Family Support CenterChippewa Falls, WI501(c)(3)River Source Family Center, and Rural Play Groups$54,467
Chippewa Valley Free Clinic IncEau Claire, WI501(c)(3)Comprehensive Health Care for Impoverished and Low-income Families$45,000
Ymca of the Chippewa ValleyEau Claire, WI501(c)(3)Healthy Living Program$43,438
The Open Door ClinicChippewa Falls, WI501(c)(3)Mental Health Care and Medical and Prescription Services$34,479
The Community Table IncEau Claire, WI501(c)(3)Community Meal Site$34,000
Lutheran Social Services of Wisconsin and Upper Michigan IncWest Allis, WI501(c)(3)Social Services$31,410
Catholic Charities of Diocese of Lacrosse IncLa Crosse, WI501(c)(3)Shelter for Homeless Families and Basic Needs Support$30,000
Hope Village - Tiny Housing Alternatives IncChippewa Falls, WI501(c)(3)Homeless Services$30,000
Le Phillps Career Development CenterEau Claire, WI501(c)(3)Homeless Services$30,000
Eau Claire County Health DepartmentEau Claire, WI501(c)(3)Western Wi Nurse-family Partnership Consortium$26,630
Girl Scouts of the Northwestern Great LakesAppleton, WI501(c)(3)Girl Scouts Programs$24,132
Bolton Refuge House IncEau Claire, WI501(c)(3)Crisis Intervention Services and Mental Health Intervention Program$20,000
Boys & Girls Club of Chippewa ValleyEau Claire, WI501(c)(3)Boys & Girls Club Programs$19,306
Hope Gospel MissionEau Claire, WI501(c)(3)Homeless Services$17,000
Junior Achievement of WisconsinMilwaukee, WI501(c)(3)Personal Finance and Work Readiness$11,966
Family Promise of the Chippewa ValleyEau Claire, WI501(c)(3)Shelter for Homeless Families$11,000
Big Brothers Big Sisters of Northwestern Wisconsin IncEau Claire, WI501(c)(3)One-to-one Mentoring$10,136
Roundtable RevivalEau Claire, WI-Social Services$10,136
Eau Claire Area Hmong Mutual Assistance Association IncEau Claire, WI501(c)(3)Hmong Wellness Services$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$43,004
Fundraising Gross Income$7,960
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$99,738$7,960$18,711$-10,751
Gratitude Gala Event$6,305---
Total Events$106,043$7,960$43,004$-35,044
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$45,149
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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with authority to act on behalf of the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent accounting firm. A copy of the 990 is provided to all board members for their review prior to filing. The finance and audit committee also review and discuss any questions prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Employees, board members, and volunteers fill out a conflict of interest statement annually. The statements are kept on file in the accounting department. Potential conflicts of interest are referred for review to the executive director and the board of directors. If conflicts are identified with a board member they will abstain from voting on any business with conflicts. Distribution and completion of conflict of interest forms, along with any conflicts noted, are documented in board minutes.”

Form 990, Part VI, Section B, Line 15

“Staff and executive director's wages are reviewed annually by the executive committee as part of the budget. Executive committee reviews comparable data from organizations of similar size and purpose and local wage surveys. Approval of budget and discussions are documented in executive committee and board of directors minutes.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
United Way of the Greater Chippewa
EIN
39-1077901
Phone
7158345043
Address
1729 WESTGATE ROAD, EAU CLAIRE, WI 54703

Signing Officer

Name
Dustin Olson
Title
Executive Director
Phone
7158345043
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dustin Olson
Formed
1966
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
14
Volunteers
913

Preparer

Firm
Cliftonlarsonallen Llp
Address
3402 OAKWOOD MALL DRIVE SUITE 100, EAU CLAIRE, WI 54701-7672
Preparer
Dawn Yarrington
Phone
7158521100
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are held by united way of greater chippewa valley endowment corporation (a related organization). Funds are distributed to the united way of the greater chippewa valley to offset their administrative costs and thus increasing agency distributions. Funds can also be distributed in the event of a natural disaster.”

PART X, LINE 2:

“The organization is a not-for-profit organization exempt from paying corporate federal income tax under section 501 (c)(3) of the internal revenue code. The organization is also exempt from wisconsin franchise or income taxes. The organization has evaluated its tax positions and determined it has no uncertain tax positions as of june 30, 2025.”

Raw XML AppendixShowing 400 of 899 raw XML fields

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

Path#Value
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IRS990/ActivityOrMissionDesc0WE IMPROVE LIVES AND BUILD STRONGER CHIPPEWA VALLEY COMMUNITIES BY BRINGING RESOURCES TOGETHER TO ADVANCE THE COMMON GOOD.
IRS990/AddressChangeInd0X
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IRS990/Desc0WITH THE DEDICATION OF VOLUNTEERS AND EXPERTS IN THE FIELD, UWGCV HAS CREATED COMMUNITY ACTION PLANS FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH. THE ACTION PLANS INDICATE COMMUNITY-WIDE OUTCOMES THAT WILL BE ADDRESSED AS PART OF OUR ONGOING WORK IN COMMUNITY MOBILIZATION. LOCAL AGENCIES THAT ALIGN WITH THE ACTION PLANS HAVE THE OPPORTUNITY TO APPLY FOR FUNDING. COMMUNITY CHANGES ARE MEASURED AND REPORTED OUT THROUGH ANNUAL REPORTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CIC CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6CAMPAIGN CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CAMPAIGN CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR/SECRETARY
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IRS990/MinutesOfCommitteesInd00
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IRS990/PYBenefitsPaidToMembersAmt00
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