Civic Intelligence

United Way of Cass-Clay

EIN 41-0810008 • 501(c)3 • Fargo, ND

Profile

We improve lives by activating resources to solve complex community issues and create lasting social change.

4351 23rd Avenue SouthFargo, ND 58104

www.unitedwaycassclay.org

Siviq Scores

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

Liabilities / Assets

35th percentile

0.05x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.07x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

41st percentile

1.0%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$219,217

Higher top officer pay than 78% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

40th percentile

1.1%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-6.4%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,164,524

Up $95,417 (+1.1%) from 2023

Liabilities

Down

$439,192

Down $52,415 (-11%) from 2023

Net Assets

Up

$8,725,332

Up $147,832 (+1.7%) from 2023

Revenue

Down

$5,860,465

Down $400,435 (-6.4%) from 2023

Expenses

Down

$5,804,515

Down $58,017 (-1.0%) from 2023

Net Income

Down

$55,950

Down $342,418 (-86%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $4,889,764Liabilities 2010: $423,294Net Assets 2010: $4,466,4702010Assets 2011: $5,795,509Liabilities 2011: $544,828Net Assets 2011: $5,250,6812011Assets 2012: $6,436,505Liabilities 2012: $507,969Net Assets 2012: $5,928,5362012Assets 2013: $6,717,026Liabilities 2013: $693,921Net Assets 2013: $6,023,1052013Assets 2014: $6,269,060Liabilities 2014: $763,571Net Assets 2014: $5,505,4892014Assets 2015: $5,724,989Liabilities 2015: $342,711Net Assets 2015: $5,382,2782015Assets 2016: $5,895,055Liabilities 2016: $374,790Net Assets 2016: $5,520,2652016Assets 2017: $6,077,755Liabilities 2017: $392,617Net Assets 2017: $5,685,1382017Assets 2018: $6,088,499Liabilities 2018: $355,464Net Assets 2018: $5,733,0352018Assets 2019: $7,769,160Liabilities 2019: $430,423Net Assets 2019: $7,338,7372019Assets 2020: $9,425,602Liabilities 2020: $1,183,488Net Assets 2020: $8,242,1142020Assets 2021: $8,673,446Liabilities 2021: $268,980Net Assets 2021: $8,404,4662021Assets 2022: $8,411,556Liabilities 2022: $371,058Net Assets 2022: $8,040,4982022Assets 2023: $9,069,107Liabilities 2023: $491,607Net Assets 2023: $8,577,5002023Assets 2024: $9,164,524Liabilities 2024: $439,192Net Assets 2024: $8,725,3322024

Highlighted filing

2024

Assets$9,164,524
Liabilities$439,192
Net Assets$8,725,332

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,553,2372010Expenses 2011: $4,618,7192011Expenses 2012: $4,686,6842012Revenue 2013: $5,516,589Expenses 2013: $5,470,232Net Income 2013: $46,3572013Revenue 2014: $5,533,310Expenses 2014: $6,036,572Net Income 2014: -$503,2622014Revenue 2015: $5,291,176Expenses 2015: $5,392,738Net Income 2015: -$101,5622015Revenue 2016: $5,631,108Expenses 2016: $5,535,612Net Income 2016: $95,4962016Revenue 2017: $5,648,795Expenses 2017: $5,551,169Net Income 2017: $97,6262017Revenue 2018: $5,902,084Expenses 2018: $5,728,237Net Income 2018: $173,8472018Revenue 2019: $7,166,613Expenses 2019: $5,701,645Net Income 2019: $1,464,9682019Revenue 2020: $6,530,278Expenses 2020: $5,718,704Net Income 2020: $811,5742020Revenue 2021: $5,532,076Expenses 2021: $5,474,664Net Income 2021: $57,4122021Revenue 2022: $5,714,026Expenses 2022: $5,800,543Net Income 2022: -$86,5172022Revenue 2023: $6,260,900Expenses 2023: $5,862,532Net Income 2023: $398,3682023Revenue 2024: $5,860,465Expenses 2024: $5,804,515Net Income 2024: $55,9502024

Highlighted filing

2024

Revenue$5,860,465
Expenses$5,804,515
Net Income$55,950

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.16$0.44$8.73$5.86$5.80$0.06
2023Summary only. Only limited summary data is available for this year.$9.07$0.49$8.58$6.26$5.86$0.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.41$0.37$8.04$5.71$5.80$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.27$8.40$5.53$5.47$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.43$1.18$8.24$6.53$5.72$0.81
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.77$0.43$7.34$7.17$5.70$1.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.36$5.73$5.90$5.73$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.39$5.69$5.65$5.55$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.37$5.52$5.63$5.54$0.10
2015Summary only. Only limited summary data is available for this year.$5.72$0.34$5.38$5.29$5.39$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.27$0.76$5.51$5.53$6.04$0.50
2013Summary only. Only limited summary data is available for this year.$6.72$0.69$6.02$5.52$5.47$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.44$0.51$5.93$4.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.54$5.25$4.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.42$4.47$4.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$6,245,094
Mission and Program Overview

Mission

We improve lives by activating resources to solve complex community issues and create lasting social change.

The mission of the Organization is to inspire and activate our community to improve lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,289,909$3,506,163▲ $216,254
Pledges and Grants Receivable$2,403,869$2,129,535▼ $274,334
Land, Buildings, and Equipment, Net$2,013,070$1,961,871▼ $51,199
Investments in Publicly Traded Securities$1,307,526$1,497,918▲ $190,392
Accounts Receivable$24,220$39,530▲ $15,310
Prepaid Expenses and Deferred Charges$18,516$23,508▲ $4,992
Total Assets$9,069,107$9,164,524▲ $95,417
Other Assets Total$11,997$5,999▼ $5,998
Liabilities
Grants Payable$212,106$174,938▼ $37,168
Accounts Payable and Accrued Expenses$204,243$162,949▼ $41,294
Deferred Revenue$50,320$95,590▲ $45,270
Other Liabilities$24,938$5,715▼ $19,223
Total Liabilities$491,607$439,192▼ $52,415
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,615,738$4,915,199▲ $299,461
Net Assets With Donor Restrictions$3,961,762$3,810,133▼ $151,629
Total Net Assets Fund Balance$8,577,500$8,725,332▲ $147,832
Total Liabilities and Net Assets / Fund Balance$9,069,107$9,164,524▲ $95,417

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,408,494$158,664$1,567,158
Land$418,183-$418,183
Equipment$105,283$108,030$213,313
Other Land Buildings$29,911$156,134$186,045

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$129,003$20,000▲ $15,371-$163,228
2023$100,407$15,000▲ $14,386-$129,003
2022$119,738$300▼ $19,631-$100,407
2021$106,049$1,300▲ $12,389-$119,738
2020$94,124$650▲ $11,275-$106,049
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karla IsleyPresident & CEOFT$197,905$22,314$220,219
Kaycee Wells - Sr Directorof Brand and MarketingFT$107,784$31,616$139,400
Susan Thompson - Director ofFinance & AdministrationFT$115,574$12,650$128,224
Christie LewandoskiDirector of Resource DevelopmentFT$100,066$17,766$117,832

Board Members and Trustees

NameTitle
Mike ArntsonChair
Ashton HansenChair Elect
Tiffany LawrencePast Chair
Eric ChristiansonVice Chair
Julie WhitneyBoard Member
Kelly DawsonBoard Member
Kimberly BuschBoard Member
Laetitia Mizero HellerudBoard Member
Lynn JohnsonBoard Member
Randy GerholdBoard Member
Sarah WestBoard Member (As of Apr)
Jeff SchatzBoard Member (Until Mar)
Stacie HeidenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,560,161
Program Service Revenue
$51,516
Investment Income
$186,631
Other Revenue
$62,157
All Other Contributions
$5,499,293
Change in Net Assets
$55,950

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$24,631Average Selling Price
Other Non Cash Contri Table15$14,359Fair Market Value (FMV)
Other Non Cash Contri Table1,020$9,921Vendor Valuation
Total Noncash Contributions1,038$48,911-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,775,179
Revenue Not Reported on Financial Statements
$85,286
Revenue Not Reported on Form 990
$72,593
Other Revenue Adjustments
$72,826
Total Revenue per Audited Statements
$5,847,772
Total Revenue per Form 990
$5,860,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,519,336
Salaries, Compensation, and Employee Benefits$1,662,802
Total Fundraising Expense$701,154
Other Expenses$622,377
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,519,336--$3,519,336
Other Salaries and Wages$554,959$104,402$324,237$983,598
Current Officers, Directors, Trustees, and Key Employees$210,393$93,096$45,955$349,444
Payroll Taxes$86,877$21,925$42,664$151,466
Information Technology$81,833$20,652$40,186$142,671
Other Employee Benefits$53,222$9,110$27,178$89,510
Pension Plan Contributions$48,289$12,162$28,333$88,784
Depreciation Depletion$49,096$9,899$15,544$74,539
Occupancy$39,492$8,774$15,294$63,560
Payments to Affiliates$57,840--$57,840
Office Expenses$27,809$5,292$21,088$54,189
Fees for Services Accounting$16,888$4,262$8,294$29,444
Advertising$7,321$141$20,873$28,335
Insurance$12,160$3,069$5,971$21,200
All Other Expenses$19,282--$19,282
Fees for Service Investment Mgmnt Fees-$12,460-$12,460
Travel$1,668$117$2,610$4,395
Fees for Services Other$1,720$435$845$3,000
Other Expenses$1,357$300$685$2,342
Fees for Services Legal$45$12$23$80
Total Functional Expenses$4,795,911$307,450$701,154$5,804,515

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,804,515
Total Expenses per Audited Statements$5,699,940
Expenses per Audited Statements$5,643,657
Expenses Not Reported on Financial Statements$160,858
Other Expense Adjustments$148,398
Expenses Not Reported on Form 990$56,283
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Presentation Partners in Housing (PPiH)Fargo, ND501(c)(3)Support Agency Programs$350,039
CAPLP Lakes and Prairies Community Action Partnership IncMoorhead, MN501(c)(3)Support Agency Programs$306,431
YWCA Cass ClayFargo, ND501(c)(3)Support Agency Programs$269,463
YMCA of the Northern SkyFargo, ND501(c)(3)Support Agency Programs$250,999
SouthEastern North Dakota Community Action AgencyFargo, ND501(c)(3)Support Agency Programs$230,270
Rape and Abuse Crisis CenterFargo, ND501(c)(3)Support Agency Programs$202,397
Great Plains Food BankFargo, ND501(c)(3)Support Agency Programs$158,326
Immigrant Development CenterMoorhead, MN501(c)(3)Support Agency Programs$157,039
Churches UnitedMoorhead, MN501(c)(3)Support Agency Programs$131,442
YouthworksFargo, ND501(c)(3)Support Agency Programs$116,368
Red River Children's Advocacy CenterFargo, ND501(c)(3)Support Agency Programs$100,632
Moorhead Area Public SchoolsMoorhead, MNOther exempt entitySupport Agency Programs$100,099
Afro American Development AssociationMoorhead, MN501(c)(3)Support Agency Programs$95,039
West Fargo Public Schools AgencyWest Fargo, NDOther exempt entitySupport Agency Programs$75,318
The Village Family Service CenterFargo, ND501(c)(3)Support Agency Programs$75,293
Fargo Public Schools - District 1Fargo, NDOther exempt entitySupport Agency Programs$75,000
Fargo Public Schools Fargo Adult Learning CenterFargo, NDOther exempt entitySupport Agency Programs$75,000
Nexus-Path Family HealingFargo, ND501(c)(3)Support Agency Programs$72,077
FirstLinkFargo, ND501(c)(3)Support Agency Programs$71,086
Boys & Girls Clubs of the Red River ValleyFargo, ND501(c)(3)Support Agency Programs$65,692
Jasmin Childcare and PreschoolFargo, ND501(c)(3)Support Agency Programs$65,116
Friends of the Children Fargo-MoorheadFargo, ND501(c)(3)Support Agency Programs$60,000
Jeremiah ProgramFargo, ND501(c)(3)Support Agency Programs$51,434
EsharaMoorhead, MN501(c)(3)Support Agency Programs$50,000
Legal Services of North DakotaFargo, ND501(c)(3)Support Agency Programs$45,617
Vocational Training Center (VTC)Fargo, ND501(c)(3)Support Agency Programs$45,065
FM Coalition to End HomelessnessFargo, ND501(c)(3)Support Agency Programs$40,039
Rural Enrichment and Counseling Headquarters (REACH)Hawley, MN501(c)(3)Support Agency Programs$30,608
Legal Services of Northwest MinnesotaMoorhead, MN501(c)(3)Support Agency Programs$30,000
Greater Twin Cities United WayMinneapolis, MN501(c)(3)Support Agency Programs$19,283
United Way of West Central MinnesotaWillmar, MN501(c)(3)Support Agency Programs$11,974
Missouri Slope Areawide United WayBismarck, ND501(c)(3)Support Agency Programs$10,686
FolkwaysFargo, ND501(c)(3)Support Agency Programs$10,000
Valley of the Sun United WayPhoenix, AZ501(c)(3)Support Agency Programs$9,351
United Way of Massachusetts Bay and Merrimack ValleyBoston, MA501(c)(3)Support Agency Programs$8,600
United Way of Otter Tail & Wadena CountiesFergus Falls, MN501(c)(3)Support Agency Programs$6,564
United Way of Grand Forks East Grand Forks & AreaGrand Forks, ND501(c)(3)Support Agency Programs$6,385
United Way of Douglas & Pope CountiesAlexandria, MN501(c)(3)Support Agency Programs$6,345
Sioux Empire United WaySioux Falls, SD501(c)(3)Support Agency Programs$5,288
Watertown Area United WayWatertown, SD501(c)(3)Support Agency Programs$5,189
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$106,398
Fundraising Direct Expenses$44,241
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Women United Luncheon$101,971$58,203$5,612$52,591
United for Kids Golf Scramble$65,295$48,195$2,473$45,722
Total Events$167,266$106,398$44,241$62,157
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liability$5,715
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1A

The organization has an Executive Committee with authority to act on behalf of the governing body between meetings. Any actions taken need to be brought before the board at the next meeting for review and/or ratification. The Executive Committee consists of board officers and the immediate Past Board Chair.

Form 990, Part VI, Section A, line 6

Per the Bylaws, each individual contributor to United Way of Cass-Clay shall thereby become a member of the corporation for the year for which the contribution was given and shall be entitled to attend and vote at all membership meetings during the period. Any organization with a legitimate health, welfare, character-building or educational program or other human service agency, upon expressing a wish for organizational membership and after program and budget evaluation by the United Way, and upon acceptance by the Board of Trustees, shall become an organizational member and will continue so long as it is approved by the Board.

Form 990, Part VI, Section A, line 7A

The Board of Trustees elects new Board of Trustee members prior to the annual meeting. The Board is elected from nominees by the Governance Committee and additional nominees willing to serve may be presented by petition signed by 25 verifiable members, provided such petition is received in the office of the President not less than 14 days prior to the date of the Annual Meeting. The size of the Board shall consist of a minimum of 9 members and up to 12 members from the Cass/Clay area. In addition, the Campaign Chair shall serve on the Board for the year they lead the campaign.

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

The Director of Finance & Administration will review the Form 990 as well as the Finance Committee. Following their review and recommendation for approval to the Board, the Board of Trustees will vote and approve the Form 990 at a board meeting.

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

Board members complete conflict disclosures annually and the information is shared with other committees as needed. Board members with a conflict abstain from voting on issues involving the conflict. The President reviews the disclosures. Committee members and community impact panel members also complete the forms annually.

Form 990, Part VI, Section B, line 15

The Executive Committee meets to approve the President's salary and benefits. The Executive Committee uses information provided by the United Way Worldwide. United Way Worldwide has salary research and recommended guidelines for Director level positions and above. They are based on the size of United Way organizations and the area of the country which they are located in. Written minutes are taken at the Executive Committee meeting regarding the deliberation of the approval of the President's salary and benefits. The President is not present during these deliberations. This process takes place annually. Compensation for the Director of Finance and Administration is determined annually by the President based on a review of the Director's performance development plan and comparability with the United Way Worldwide Salary Surveys.

Form 990, Part VI, Section C, line 19

Governing documents and the conflict of interest policy are available upon request. The audited financial statements are on United Way of Cass-Clay's website.

Filing and Contact Details

Filer

Filer Name
United Way of Cass-Clay
EIN
41-0810008
Phone
7012375050
Address
4351 23rd Avenue South, Fargo, ND 58104

Signing Officer

Name
Sandi Piatz
Title
President and CEO
Phone
7012375050
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandi Piatz
Formed
1958
Legal Domicile
Nd
Voting Board Members
12
Independent Board Members
12
Employees
19
Volunteers
1,905

Preparer

Firm
Eide Bailly LLP
Address
4585 Coleman St Ste 200, Bismarck, ND 58503
Preparer
Lisa Chaffee CPA
Phone
7012551091
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

Churches United - Supportive Services at Bright Sky Apartments: On-site Family Case Manager assists tenants in person-centered services to help support and meet the needs of tenants while helping to build independence. Folkways - SNAP Double Bucks: A scientifically supported model that advances food security by increasing SNAP utilizers purchasing power and access to nutritious foods at a local farmer's market. SouthEastern North Dakota Community Action Agency - Supportive Services for Families Experiencing Homelessness: Offers a full day, year-round child care service for low-income families in the community. Cost is based on a sliding fee scale to assist parents' efforts in pursuing higher education or more valuable employment to gain greater self-sufficiency. ESHARA - Workforce Development Program: A workforce development initiative that helps New Americans achieve their full potential and secure living-wage employment. SouthEastern North Dakota Community Action Agency - Career Coach Program: Recruits targeted populations to connect to workforce skill training to increase opportunities for living wages and in-demand careers that will provide long-term family sustaining employment. YWCA Cass Clay - Employment & Education Program: Improves work readiness and employability through classes such as resume writing and interviewing skills. Teaches money management, credit and debt basics, and offers a comprehensive financial literacy course. Offers access needed training and education, job listings, and helps match employment opportunities to interests.

Form 990, Part III, line 3

As stewards of public investments and trust, United Way utilizes a multi-tiered volunteer vetting process to make investment decisions and monitor impact results of all programs which receive these investments (funding). Programs which do not align with United Way's goals and strategies or do not meet outcome measurements may not receive future funding. In some instances, organizations cease operations due to factors outside of United Way's control. When this occurs, United Way stops funding for that organization at the point they have ceased operations. This process ensures United Way is accountable for the investments entrusted to it by the public. Each of the following organizational programs ceased to receive funding from United Way during the calendar year 2024: 1. New Life Center Emergency Shelter & Services 2. Great Plains Food Bank - Childhood Hunger Programs and Outreach Services

Financial Statement Notes

Part V, Line 4:

Interest from the UWCC Legacy endowment fund will be used to: fund special UWCC grants or initiatives to address emerging issues, direct funds to address the root causes of the communities most serious problems, support the campaign if annual gift is endowed, endowed gift designated to a specific area of interest, support the operating costs of UWCC so that a higher percentage of the annual campaign gifts go towards community investment.

Part X, Line 2:

The Organization believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.

Part XI, Line 2D - Other Adjustments:

Grants reclassified from revenues on Form 990 -148,398.

Part XI, Line 4B - Other Adjustments:

Special event expense reclassed to revenue on Form 990 -15,300. Special event expenses in revenue reclassed to expense on Form 990 95,841. Disposal on building reclass to revenue on Form 990 -7,715.

Part XII, Line 2D - Other Adjustments:

Special event expense reclassed to revenue on Form 990 15,300. Special event expenses in revenue reclassed to expense on Form 990 -95,841. Disposal on building reclass to revenue on Form 990 7,715.

Part XII, Line 4B - Other Adjustments:

Grants reclassified from revenues on Form 990 148,398.

Raw XML AppendixShowing 400 of 1,091 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.

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IRS990/Desc0At United Way of Cass-Clay, our expertise is cultivating solutions to end poverty. By connecting experts and data, we invest in programs and innovative solutions best positioned to lift families out of poverty.We know poverty isn't just one thing. Today in our community, families struggle with hunger, housing, childcare, family-sustaining jobs, and more - often all at the same time. (Continued on Schedule O)To address these challenges, we focus on these Bold Goals:-Preventing Hunger & Homelessness-Preparing Children to Succeed-Strengthening FamiliesBold Goal 1 - Prevent hunger for families and children through system-wide collaborative initiatives.- Prevent homelessness for families and youth through system-wide collaborative initiatives.Why we invest: We believe every family deserves a place to call home and nutritious food to keep them healthy. We collaborate with local experts to address the root causes of homelessness and hunger, striving to prevent families and children from facing these hardships. Additionally, we invest in shelters and food pantries, ensuring comprehensive support for families as they work toward breaking the cycle of poverty. The Issue:-1,050 individuals are homeless; of which 200 are children-16,000 individuals experience hunger; of which 6,400 are childrenThe Results: - 35,990 families received food assistance (over 3.8M pounds) - 2,763 individuals prevented from homelessness (of which 85% maintained housing) - 10,000+ children screened for hunger at a health care visit - $1.3M saved through the Housing Navigation Program (7-year cost savings of $4,250,179)Bold Goal 2 - Prepare children for kindergarten socially, emotionally, and academically.- Prepare students to graduate choice ready to continue their education or to enter the workforce.Why we invest: We believe kids deserve the opportunity to reach their full potential. We know that children who receive high-quality, early childhood education and start kindergarten prepared are more likely to succeed in school and graduate. This critical milestone sets the foundation for a future filled with opportunities and choices as kids grow into adulthood. The Issue:- Only 37% of children under 4 years old are enrolled in early education - Kids are 3x more likely to experience poverty as adults when in poverty as kidsThe Results: - 739 children enrolled in high-quality, early childhood education - 1,633 students were connected to a positive adult mentor- 96% of children entered kindergarten socially, emotionally, and academically readyBold Goal 3- Increase employment and income to improve financial stability.- Increase family and social support to reduce barriers to access social, emotional, and mental health resources.Why we invest: We believe every family deserves the opportunity to thrive. Breaking the cycle of poverty is not easy. By improving the health, well-being, and stability of families we help provide the foundation to strengthen and stabilize families creating generational change. The Issue: - 75% of children who need mental health support don't have access- 1 in 9 individuals live in poverty; many who are unemployed or underemployedThe Results: - 612 individuals secured employment - 2,500+ families accessed supportive services, and reported an 80.7% increase in well-being- 99 individuals improved their employability by gaining new credentials, certificates, or degrees
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IRS990/Form990PartVIISectionAGrp/PersonNm0Mike Arntson
IRS990/Form990PartVIISectionAGrp/PersonNm1Ashton Hansen
IRS990/Form990PartVIISectionAGrp/PersonNm2Eric Christianson
IRS990/Form990PartVIISectionAGrp/PersonNm3Tiffany Lawrence
IRS990/Form990PartVIISectionAGrp/PersonNm4Stacie Heiden
IRS990/Form990PartVIISectionAGrp/PersonNm5Kimberly Busch
IRS990/Form990PartVIISectionAGrp/PersonNm6Kelly Dawson
IRS990/Form990PartVIISectionAGrp/PersonNm7Randy Gerhold
IRS990/Form990PartVIISectionAGrp/PersonNm8Lynn Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm9Jeff Schatz
IRS990/Form990PartVIISectionAGrp/PersonNm10Sarah West
IRS990/Form990PartVIISectionAGrp/PersonNm11Julie Whitney
IRS990/Form990PartVIISectionAGrp/PersonNm12Laetitia Mizero Hellerud
IRS990/Form990PartVIISectionAGrp/PersonNm13Karla Isley
IRS990/Form990PartVIISectionAGrp/PersonNm14Susan Thompson - Director of
IRS990/Form990PartVIISectionAGrp/PersonNm15Kaycee Wells - Sr Director
IRS990/Form990PartVIISectionAGrp/PersonNm16Christie Lewandoski
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IRS990/Form990PartVIISectionAGrp/TitleTxt15of Brand and Marketing
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IRS990/MissionDesc0The mission of the Organization is to inspire and activate our community to improve lives.
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IRS990/ProgSrvcAccomActy2Grp/Desc035 Under 35 Leadership Program:United Way of Cass-Clay's 35 Under 35 Women's Leadership Program's goal is to inspire local women from all backgrounds to make a difference, help them realize their leadership skills and energize their collective power as women in our community. The program includes sessions, led by local leaders, covering topics such as goal setting, communication, personal growth, board leadership, public speaking, conflict management, and other leadership-focused topics.(Continued on Schedule O)Mission:-Strengthens leadership skills and confidence of female leaders-Enhances the impact of women across our workplaces, homes, and community-Inspires collaboration and unity Since 2009, 560 local women have participated in the leadership program.Participants enhance their skills to: -Connect with a diverse network of dynamic young women and local leaders-Expand knowledge of the community and opportunities to serve in volunteer leadership positions-Become re-energized, motivated, and equipped to sharpen their skill set-Gain confidence and skills to lead in current and future positions at their companies/organizationsWomen UNITED Leadership Team:The Women UNITED Leadership Team is dedicated to supporting United Way's work through events benefitting local families and children living in our community. This 15-member group of 35 Under 35 Women's Leadership Program alumni strengthen our community through community service, fundraising, and leadership.Their work includes planning, fundraising, and implementing of Women UNITED events, which include the United Fore Kids Golf Scramble and the United Way Luncheon & Silent Auction.In addition to their work on events, members serve as advocates for United Way of Cass-Clay, inspiring others to engage and invest in our work, and raising awareness on community issues impacting local families and children.Lead UNITED (formerly Emerging Leaders Program):Lead UNITED provides unique volunteer and leadership development experiences that activate and elevate your connections, skills, and our community. Giving at the Community Builder level, provides access to all Lead UNITED events and programming.How Lead UNITED makes each of us - and our community - stronger:-Grow professionally and personally with leadership-based programming led by community leaders.-Help our neighbors most in need and see your generosity at work through hands-on volunteer opportunities.-Maximize your time and impact by investing in solutions to our community's biggest challenges while growing your network and connections.-Gain a deeper understanding of critical issues in our local community and how each of us can make a difference.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt028490
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IRS990/ProgSrvcAccomActy3Grp/Desc0School Supply Drive:2024 marked the 26th year of the annual School Supply Drive, which provides students in need with a new backpack filled with supplies so they can start the school year confident, ready to learn, and prepared to succeed. In 2024, 6,000 local students were equipped with a backpack and set of school supplies thanks to the generosity of our community! Students enrolled in every school district across Cass & Clay Counties received backpacks and more than 700 volunteers helped in collecting supplies, (Continued on Schedule O)preparing backpacks, and distributing them to students in our community. Imagination Library:United Way has enjoyed supporting Dolly Parton's Imagination Library for over 15 years. Starting in January of 2020 United Way is no longer accepting new registrations for the program but will continue to honor and maintain all prior registrations. Those enrolled in the program receive a free book in the mail each month to help spark a love for reading. In 2024, 5,104 books were distributed to 868 local children.Additionally, United Way is proud to sponsor the following community program:-Since 2014, as part of our work to lift families out of poverty, United Way of Cass-Clay has been investing in local Volunteer Income Tax Assistance (VITA) programs. Services include preparation of state and federal tax forms, quality screening by a reviewer, electronic filing, and availability of low or no-fee reloadable debit card accounts for those without a bank for direct deposit. In addition, screening for eligibility in other programs such as Energy Assistance and Free and Reduced Lunch. In 2024, 482 individuals received services and had tax returns completed. Overall, federal and state refunds totaled $945,377 with savings in tax preparation services of $126,766.
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IRS990/PYProgramServiceRevenueAmt047238
IRS990/PYRevenuesLessExpensesAmt0398368
IRS990/PYSalariesCompEmpBnftPaidAmt01590022
IRS990/PYTotalExpensesAmt05862532
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06260900
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt055950
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00

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