Civic Intelligence

Norfolk Area United Way Inc

EIN 47-0492054 • 501(c)3 • Norfolk, NE

Profile

Norfolk Area United Way is committed to building a stronger, healthier, and compassionate community by uniting people and resources to develop or expand human service programs.

333 W Norfolk AveNorfolk, NE 68701

www.norfolkareaunitedway.com

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

48th percentile

$50,400

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

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

Asset Growth

63rd percentile

8.6%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

49th percentile

6.4%

Faster revenue growth than 49% of similar nonprofits.

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

Assets

Up

$1,674,240

Up $132,522 (+8.6%) from 2023

Liabilities

Down

$4,718

Down $12,622 (-73%) from 2023

Net Assets

Up

$1,669,522

Up $145,144 (+9.5%) from 2023

Revenue

Up

$529,080

Up $31,721 (+6.4%) from 2023

Expenses

Down

$427,721

Down $59,134 (-12%) from 2023

Net Income

Up

$101,359

Up $90,855 (+865%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,157,408Liabilities 2010: $0Net Assets 2010: $1,157,4082010Assets 2011: $1,093,720Liabilities 2011: $0Net Assets 2011: $1,093,7202011Assets 2012: $1,139,866Liabilities 2012: $0Net Assets 2012: $1,139,8662012Assets 2013: $1,224,398Liabilities 2013: $29,750Net Assets 2013: $1,194,6482013Assets 2014: $1,182,416Liabilities 2014: $22,500Net Assets 2014: $1,159,9162014Assets 2015: $1,199,463Liabilities 2015: $21,365Net Assets 2015: $1,178,0982015Assets 2016: $1,164,971Liabilities 2016: $4,533Net Assets 2016: $1,160,4382016Assets 2017: $1,186,297Liabilities 2017: $10,983Net Assets 2017: $1,175,3142017Assets 2018: $1,315,720Liabilities 2018: $123,966Net Assets 2018: $1,191,7542018Assets 2019: $1,450,505Liabilities 2019: $63,096Net Assets 2019: $1,387,4092019Assets 2020: $1,427,280Liabilities 2020: $2,542Net Assets 2020: $1,424,7382020Assets 2021: $1,468,492Liabilities 2021: $8,151Net Assets 2021: $1,460,3412021Assets 2022: $1,468,216Liabilities 2022: $15,151Net Assets 2022: $1,453,0652022Assets 2023: $1,541,718Liabilities 2023: $17,340Net Assets 2023: $1,524,3782023Assets 2024: $1,674,240Liabilities 2024: $4,718Net Assets 2024: $1,669,5222024

Highlighted filing

2024

Assets$1,674,240
Liabilities$4,718
Net Assets$1,669,522

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $528,1852010Expenses 2011: $595,4252011Expenses 2012: $566,3942012Revenue 2013: $593,116Expenses 2013: $581,317Net Income 2013: $11,7992013Revenue 2014: $553,603Expenses 2014: $604,130Net Income 2014: -$50,5272014Revenue 2015: $602,075Expenses 2015: $559,325Net Income 2015: $42,7502015Revenue 2016: $538,771Expenses 2016: $578,740Net Income 2016: -$39,9692016Revenue 2017: $479,914Expenses 2017: $465,652Net Income 2017: $14,2622017Revenue 2018: $695,577Expenses 2018: $611,083Net Income 2018: $84,4942018Revenue 2019: $732,218Expenses 2019: $609,029Net Income 2019: $123,1892019Revenue 2020: $498,335Expenses 2020: $480,904Net Income 2020: $17,4312020Revenue 2021: $465,346Expenses 2021: $477,185Net Income 2021: -$11,8392021Revenue 2022: $627,468Expenses 2022: $516,404Net Income 2022: $111,0642022Revenue 2023: $497,359Expenses 2023: $486,855Net Income 2023: $10,5042023Revenue 2024: $529,080Expenses 2024: $427,721Net Income 2024: $101,3592024

Highlighted filing

2024

Revenue$529,080
Expenses$427,721
Net Income$101,359

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$0.53$0.43$0.10
2023Summary only. Only limited summary data is available for this year.$1.54$0.02$1.52$0.50$0.49$0.01
2022Summary only. Only limited summary data is available for this year.$1.47$0.02$1.45$0.63$0.52$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.01$1.46$0.47$0.48$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.42$0.50$0.48$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.06$1.39$0.73$0.61$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.12$1.19$0.70$0.61$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.01$1.18$0.48$0.47$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.54$0.58$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.02$1.18$0.60$0.56$0.04
2014Summary only. Only limited summary data is available for this year.$1.18$0.02$1.16$0.55$0.60$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.19$0.59$0.58$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.0
Gross Receipts
$529,080
Mission and Program Overview

Mission

Norfolk Area United Way is committed to building a stronger, healthier, and compassionionate community by uniting people and resources to develop or expand human service programs.

Norfolk area united way is committed to building a stronger, healthier, and compassionate community by uniting people and resources to develop or expand human service programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$818,392$921,565▲ $103,173
Pledges and Grants Receivable$355,503$352,336▼ $3,167
Savings and Temporary Cash Investments$268,715$281,295▲ $12,580
Cash and Non-Interest-Bearing Accounts$97,503$117,444▲ $19,941
Total Assets$1,541,718$1,674,240▲ $132,522
Other Assets Total$1,605$1,600▼ $5
Liabilities
Grants Payable$14,750$3,250▼ $11,500
Accounts Payable and Accrued Expenses$2,590$1,468▼ $1,122
Total Liabilities$17,340$4,718▼ $12,622
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,183,778$1,302,022▲ $118,244
Net Assets With Donor Restrictions$340,600$367,500▲ $26,900
Total Net Assets Fund Balance$1,524,378$1,669,522▲ $145,144
Total Liabilities and Net Assets / Fund Balance$1,541,718$1,674,240▲ $132,522

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$818,392-▲ $103,173-$921,565
2023$727,683-▲ $90,709-$818,392
2022$818,223-▼ $90,540-$727,683
2021$747,799-▲ $70,424-$818,223
2020$686,870-▲ $60,929-$747,799
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Morgan ClevelandExecutive DiFT$50,400$50,400

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$458,406
Program Service Revenue
$0
Investment Income
$70,674
Other Revenue
$0
Change in Net Assets
$101,359

Audited Revenue Reconciliation

Revenue per Audited Statements
$529,080
Revenue Not Reported on Form 990
$54,773
Total Revenue per Audited Statements
$583,853
Total Revenue per Form 990
$529,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$329,467
Total Fundraising Expense$59,656
Salaries, Compensation, and Employee Benefits$54,796
Other Expenses$43,458
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$329,467--$329,467
Current Officers, Directors, Trustees, and Key Employees$5,040$7,560$37,800$50,400
Fees for Services Accounting-$1,450$9,075$10,525
Office Expenses$1,492$453$4,116$6,061
Payments to Affiliates$3,379$1,138-$4,517
Payroll Taxes$386$617$2,892$3,895
Insurance-$3,138-$3,138
Information Technology--$2,082$2,082
Conferences and Meetings--$1,997$1,997
Occupancy--$768$768
Other Salaries and Wages-$501-$501
Other Expenses$13,444-$202$202
Total Functional Expenses$353,208$14,857$59,656$427,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$438,709
Expenses per Audited Statements$427,721
Total Expenses per Form 990$427,721
Expenses Not Reported on Form 990$10,988
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salvation ArmyNorfolk, NE501c3Rent/utility Assist$52,000
Norfolk Family YmcaNorfolk, NE501c3Youth Development$50,000
Bright HorizonsNorfolk, NE501c3Domestic Violence$32,000
Northeast Ne Child Advocacy CenterNorfolk, NE501c3Child Abuse$25,000
The Arc of NorfolkNorfolk, NE501c3Support Disabled$25,000
Midtown Health CenterNorfolk, NE501c3Mental Health$20,000
The ZoneNorfolk, NE501c3Youth After School$20,000
Meals on WheelsNorfolk, NE501c3Food for Elderly$15,000
Norfolk Public TransportationNorfolk, NE501c3Transportation$10,000
Norfolk Arts CenterNorfolk, NE501c3Art Scholarship/edu$8,000
Casa of Northeast NebraskaNorfolk, NE501c3Foster Care$7,500
Connection ProjectNorfolk, NE501c3Mental Health$7,500
Teammates of NorfolkNorfolk, NE501c3Youth Mentoring$7,500
SmileMadison, NE501c3Therapy Horses$7,041
Blessings in a Backpack - AlbionAlbion, NE501c3Youth Weekend Food$6,500
Boone Central TeammatesAlbion, NE501c3Youth Mentoring$6,000
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
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 organization's board of directors review the tax return before signing.

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

All board members and employees are encouraged to bring to the attention of the others whenever a conflict of interest arises. All board members and staff members are required to sign a conflict of interest policy at the beginning of her/his term of service or employment and each year thereafter. Board members with a conflict of interest leave the room during board discussion and do not vote on the matter.

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

The salary of the executive director is decided by the board members. The amount is compared to other area united ways' executive directors rates and the local organizations with similar responsibilities.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Norfolk Area United Way Inc
EIN
47-0492054
Phone
4023711040
Address
333 W NORFOLK AVE, NORFOLK, NE 68701

Signing Officer

Name
Troy Uhlir
Title
President
Phone
4023711040
Signed
2025-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Troy Uhlir
Formed
1965
Legal Domicile
Ne
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
250

Preparer

Firm
Cruise & Associates Inc
Address
4213 38TH ST STE 100, COLUMBUS, NE 68601
Preparer
Cassie Albus
Phone
4025645827
Supplemental Narrative

Additional Explanations

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

Norfolk area united way provides human health and welfare services - education, income & health - through partnerships with 25 agencies working in 20 counties in northeast and north central nebrsaka covering a population of more than 144,000 people (per the 2000 census). Our primary focus is to improve the lives of low-income people; however, our goal is to improve the life of everyone in our communities. Norfolk area united way and 26 agencies work to help children and youth achieve their potential through education, ex. Providing after-school and mentoring programs for at-risk youth; assisting with basic needs; improving peoples health by increasing access to critical healthcare services, reducing substance abuse, child abuse and domestic violence, and increasing health education and preventive care.

Financial Statement Notes

Schedule D, Page 3, Part X

The organization files required income tax returns in the u.s. Federal jurisdiction. With few exceptions, the organization is no longer subject to u.s. Federal, state and local income tax examinations by tax authorities for years before 2022. The organization has concluded no material uncertain tax positions have been taken on any open tax returns. For the current year the organization believes all tax positions are fully supportable by existing federal law and related interpretations and there are no uncertain tax positions to consider.

Raw XML AppendixShowing 400 of 594 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FILES REQUIRED INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. THE ORGANIZATION HAS CONCLUDED NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN ON ANY OPEN TAX RETURNS. FOR THE CURRENT YEAR THE ORGANIZATION BELIEVES ALL TAX POSITIONS ARE FULLY SUPPORTABLE BY EXISTING FEDERAL LAW AND RELATED INTERPRETATIONS AND THERE ARE NO UNCERTAIN TAX POSITIONS TO CONSIDER.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH WEEKEND FOOD

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