Civic Intelligence

Sedalia-Pettis County United Way

EIN 43-0827538 • 501(c)3 • Sedalia, MO

Profile

The mission of the sedalia-pettis county united way is to increase the organized capacity of people to care for one another and to conduct annual fund-raising campaigns to raise money for other charitable organizations located within the sedalia-pettis county, missouri area.

501 E 17th StSedalia, MO 65301

www.spcuw.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.43x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

1.05x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-68%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$75,000

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

20th percentile

-11%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$575,450

Down $72,096 (-11%) from 2023

Liabilities

Up

$249,833

Up $62,219 (+33%) from 2023

Net Assets

Down

$325,617

Down $134,315 (-29%) from 2023

Revenue

Down

$236,963

Down $118,788 (-33%) from 2023

Expenses

Up

$398,047

Up $33,106 (+9.1%) from 2023

Net Income

Down

-$161,084

Down $151,894 (-1653%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $996,789Liabilities 2010: $575,575Net Assets 2010: $421,2142010Assets 2011: $1,341,832Liabilities 2011: $678,646Net Assets 2011: $663,1862011Assets 2012: $932,265Liabilities 2012: $555,344Net Assets 2012: $376,9212012Assets 2013: $805,446Liabilities 2013: $379,886Net Assets 2013: $425,5602013Assets 2014: $802,500Liabilities 2014: $365,115Net Assets 2014: $437,3852014Assets 2015: $743,609Liabilities 2015: $328,923Net Assets 2015: $414,6862015Assets 2016: $923,867Liabilities 2016: $399,291Net Assets 2016: $524,5762016Assets 2017: $881,552Liabilities 2017: $343,563Net Assets 2017: $537,9892017Assets 2018: $823,946Liabilities 2018: $241,741Net Assets 2018: $582,2052018Assets 2019: $716,033Liabilities 2019: $214,521Net Assets 2019: $501,5122019Assets 2020: $750,325Liabilities 2020: $192,471Net Assets 2020: $557,8542020Assets 2021: $636,669Liabilities 2021: $116,788Net Assets 2021: $519,8812021Assets 2022: $551,064Liabilities 2022: $109,821Net Assets 2022: $441,2432022Assets 2023: $647,546Liabilities 2023: $187,614Net Assets 2023: $459,9322023Assets 2024: $575,450Liabilities 2024: $249,833Net Assets 2024: $325,6172024

Highlighted filing

2024

Assets$575,450
Liabilities$249,833
Net Assets$325,617

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $631,1392010Expenses 2011: $746,1632011Expenses 2012: $541,5132012Revenue 2013: $515,993Expenses 2013: $467,354Net Income 2013: $48,6392013Revenue 2014: $461,593Expenses 2014: $449,768Net Income 2014: $11,8252014Revenue 2015: $421,177Expenses 2015: $443,875Net Income 2015: -$22,6982015Revenue 2016: $546,200Expenses 2016: $436,310Net Income 2016: $109,8902016Revenue 2017: $448,972Expenses 2017: $435,559Net Income 2017: $13,4132017Revenue 2018: $394,100Expenses 2018: $329,046Net Income 2018: $65,0542018Revenue 2019: $243,622Expenses 2019: $325,136Net Income 2019: -$81,5142019Revenue 2020: $388,559Expenses 2020: $309,133Net Income 2020: $79,4262020Revenue 2021: $249,565Expenses 2021: $287,538Net Income 2021: -$37,9732021Revenue 2022: $152,071Expenses 2022: $183,164Net Income 2022: -$31,0932022Revenue 2023: $355,751Expenses 2023: $364,941Net Income 2023: -$9,1902023Revenue 2024: $236,963Expenses 2024: $398,047Net Income 2024: -$161,0842024

Highlighted filing

2024

Revenue$236,963
Expenses$398,047
Net Income-$161,084

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.25$0.33$0.24$0.40$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.19$0.46$0.36$0.36$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.11$0.44$0.15$0.18$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.12$0.52$0.25$0.29$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.19$0.56$0.39$0.31$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.21$0.50$0.24$0.33$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.24$0.58$0.39$0.33$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.34$0.54$0.45$0.44$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.40$0.52$0.55$0.44$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.33$0.41$0.42$0.44$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.37$0.44$0.46$0.45$0.01
2013Summary only. Only limited summary data is available for this year.$0.81$0.38$0.43$0.52$0.47$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.56$0.38$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.68$0.66$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.58$0.42$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$236,963
Mission and Program Overview

Mission

The mission of the sedalia pettis county united way is to increase the organized capacity of people to care for one another and to conduct annual fund raising campaigns to raise money for other charitable organizations located within the sedalia-pettis county, missouri area.

The mission of the sedalia-pettis county united way is to increase the organized capacity of people to care for one another and to conduct annual fund-raising campaigns to raise money for other charitable organizations located within the sedalia-pettis county, missouri area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$285,530$316,703▲ $31,173
Cash and Non-Interest-Bearing Accounts$252,997$158,837▼ $94,160
Pledges and Grants Receivable$109,019$99,910▼ $9,109
Total Assets$647,546$575,450▼ $72,096
Liabilities
Grants Payable$187,374$242,005▲ $54,631
Other Liabilities-$7,050-
Accounts Payable and Accrued Expenses$240$778▲ $538
Total Liabilities$187,614$249,833▲ $62,219
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$441,987$296,450▼ $145,537
Net Assets With Donor Restrictions$17,945$29,167▲ $11,222
Total Net Assets Fund Balance$459,932$325,617▼ $134,315
Total Liabilities and Net Assets / Fund Balance$647,546$575,450▼ $72,096

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,605$2,605

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$285,530$100▲ $33,354-$316,703
2023$251,772-▲ $37,127-$285,530
2022$292,745-▼ $37,875-$251,772
2021$259,696-▲ $36,086-$292,745
2020$239,295-▲ $22,692-$259,696
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachelle SimonExecutive DiFT$66,875$8,125$75,000

Board Members and Trustees

NameTitle
Kim BirdsongPresident
Anita BerkbiglerBoard Member
Autumn PorterBoard Member
Bill ImhauserBoard Member
Chad JamersonBoard Member
Chris SquiresBoard Member
David JacobsmeierBoard Member
Garrell PierceBoard Member
Kirstin SopkoBoard Member
Tehya HuffmanBoard Member
Rebecca MankinSecretary
Haleigh MullinsTreasurer
Tonja HascallVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$224,358
Program Service Revenue
$0
Investment Income
$10,987
Other Revenue
$1,618
All Other Contributions
$224,358
Change in Net Assets
$-161,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$234,682
Revenue Not Reported on Financial Statements
$2,281
Revenue Not Reported on Form 990
$26,768
Total Revenue per Audited Statements
$261,450
Total Revenue per Form 990
$236,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,436
Other Expenses$96,495
Salaries, Compensation, and Employee Benefits$80,116
Total Fundraising Expense$27,188
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$221,436--$221,436
Current Officers, Directors, Trustees, and Key Employees$11,250$39,000$24,750$75,000
Fees for Services Accounting-$26,080-$26,080
Conferences and Meetings-$8,850-$8,850
Payroll Taxes$768$2,660$1,688$5,116
Occupancy-$2,771-$2,771
Fees for Service Investment Mgmnt Fees-$2,281-$2,281
Office Expenses-$1,600-$1,600
Travel-$1,076-$1,076
Other Expenses$5,361$565$750$565
Total Functional Expenses$280,856$90,003$27,188$398,047

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$398,047
Expenses per Audited Statements$395,766
Total Expenses per Audited Statements$395,766
Expenses Not Reported on Financial Statements$2,281
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Childrens Mercy Hospital-501(c)General Assistance$24,000
Open Door Service Center Inc-501(c)General Assistance$24,000
Center for Human Services Inc-501(c)General Assistance$23,600
Sedalia Senior Center-501(c)General Assistance$22,760
Boys & Girls Club-501(c)General Assistance$22,320
Salvation Army-501(c)General Assistance$18,000
Retrieving Freedom Inc-501(c)General Assistance$17,033
New Life Community Impact Center-501(c)General Assistance$14,160
Child Safe of Central Missouri Inc-501(c)General Assistance$14,098
Blind of Central Missouri Inc-501(c)General Assistance$7,140
Girl Scouts of Missouri Heartland-501(c)General Assistance$6,925
Cactus-501(c)General Assistance$6,500
Show-me Christian Youth Home-501(c)General Assistance$6,305
Boy Scouts Great Rivers Council-501(c)General Assistance$5,500
Assoc for Persons With Disabilities-501(c)General Assistance$5,005
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$6,900
Payroll Taxes Payable$150
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

Prior to the filing of form 990, the executive director and the board of directors review the return for completeness and accuracy.

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

The duties of the board of directors shall be: 1. To manage the affairs of this organization between meetings of the members. 2. To adopt such policies and procedures for the operation of this organization as may be consistent with the by-laws and designed to carry out the purposes of this organization. 3. To appoint such committees as it may deem necessary to carry out the purposes of this organization. 4. To arrange for the raising of funds. 5. To control the distribution of funds collected. 6. To employ such persons as it may deem necessary for the successful performance of the purposes of this organization. In addition, the board of directors may employ an executive director, who, under the authority of the board of directors, shall be responsible for the general direction of the policies laid down by the board. The executive director shall not be a member of the board of directors. He/she shall provide a bond with approved surety for the faithful performance of duties. The cost of the bond shall be paid by the organization. 7. To give at least once a year a full and complete report of its activities at a meeting of the members of the organization.

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

The executive committee, which consists of the officers of the organization and standing committee chairs, have the authority to make rules and regulations for the conduct of the organization and reports to the board of directors. The executive committee evaluates the performance of the executive director annually. The evaluation is written and reviewed with the executive director within 30 days after the end of the fiscal year. The salaries paid to employees are recommended to the board for approval by the executive committee.

Form 990, Page 6, Part VI, Line 19

The organization makes available the governing documents, conflict of interest policy, financial statements, and form 990 upon request at the offices located at 501 e 17th st, sedalia, mo.

Filing and Contact Details

Filer

Filer Name
Sedalia-pettis County United Way
EIN
43-0827538
Phone
6608262980
Address
501 E 17TH ST, SEDALIA, MO 65301

Signing Officer

Name
Tonja Hascall
Title
Vice President
Phone
6608262980
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tonja Hascall
Formed
1965
Legal Domicile
Mo
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
1,752

Preparer

Firm
Anchor Point Advisory Group
Address
2700 MATTHEW DR, SEDALIA, MO 65301
Preparer
Jennifer Weisel CPA
Phone
6608274990
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the sedalia-pettis county united way is to increase the organized capacity of people to care for one another and to conduct annual fund-raising campaigns to raise money for other charitable organizations located within the sedalia-pettis county, missouri area.

Financial Statement Notes

Schedule D, Page 4, Part XIII

Part v, line 4 - intended uses for endowment funds: the board of directors approved a resolution to establish the orear endowment fund (a quasi-endowment fund) to support the general purposes of the organization. Contributions to the fund are unrestricted and distributable. There were no funds distributed in the current year other than those funds needed to pay for investment fees to the custodian of the endowment. Endowment fund assets are held in custody with the community foundation of the ozarks (cfo), a charitable public foundation (501(c)(3)) serving the ozarks region of missouri.

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IRS990/MissionDesc0THE MISSION OF THE SEDALIA-PETTIS COUNTY UNITED WAY IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER AND TO CONDUCT ANNUAL FUND-RAISING CAMPAIGNS TO RAISE MONEY FOR OTHER CHARITABLE ORGANIZATIONS LOCATED WITHIN THE SEDALIA-PETTIS COUNTY, MISSOURI AREA.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS: THE BOARD OF DIRECTORS APPROVED A RESOLUTION TO ESTABLISH THE OREAR ENDOWMENT FUND (A QUASI-ENDOWMENT FUND) TO SUPPORT THE GENERAL PURPOSES OF THE ORGANIZATION. CONTRIBUTIONS TO THE FUND ARE UNRESTRICTED AND DISTRIBUTABLE. THERE WERE NO FUNDS DISTRIBUTED IN THE CURRENT YEAR OTHER THAN THOSE FUNDS NEEDED TO PAY FOR INVESTMENT FEES TO THE CUSTODIAN OF THE ENDOWMENT. ENDOWMENT FUND ASSETS ARE HELD IN CUSTODY WITH THE COMMUNITY FOUNDATION OF THE OZARKS (CFO), A CHARITABLE PUBLIC FOUNDATION (501(C)(3)) SERVING THE OZARKS REGION OF MISSOURI.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL ASSISTANCE
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