Civic Intelligence

Bureau County United Way Inc.

990 • Fiscal year 2017 • EIN 51-0245216

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 01, 2018

2 S Main St PO Box 73Princeton, IL 61356

(815) 872-0821

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.20x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

95th percentile

211%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

162%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$261,817

Up $177,532 (+211%) from 2016

Net Assets

$205,400

No earlier filing loaded for comparison.

Liabilities

Up

$56,417

Up $13,329 (+31%) from 2016

Revenue

Up

$288,300

Up $178,290 (+162%) from 2016

Expenses

Up

$124,097

Up $14,133 (+13%) from 2016

Net Income

Up

$164,203

Up $164,157 (+356863%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $153,122Liabilities 2011: $43,2442011Assets 2012: $150,134Liabilities 2012: $46,2962012Assets 2013: $128,537Liabilities 2013: $40,4322013Assets 2014: $114,337Liabilities 2014: $49,2482014Assets 2015: $91,049Liabilities 2015: $49,8982015Assets 2016: $84,285Liabilities 2016: $43,0882016Assets 2017: $261,817Liabilities 2017: $56,417Net Assets 2017: $205,4002017Assets 2018: $256,006Liabilities 2018: $45,000Net Assets 2018: $211,0062018Assets 2019: $240,996Liabilities 2019: $27,800Net Assets 2019: $213,1962019Assets 2020: $265,013Liabilities 2020: $45,565Net Assets 2020: $219,4482020Assets 2021: $279,942Liabilities 2021: $45,841Net Assets 2021: $234,1012021Assets 2022: $313,603Liabilities 2022: $45,666Net Assets 2022: $267,9372022Assets 2023: $351,435Liabilities 2023: $45,000Net Assets 2023: $306,4352023Assets 2024: $334,070Liabilities 2024: $93,936Net Assets 2024: $240,1342024Assets 2025: $246,474Liabilities 2025: $56,664Net Assets 2025: $189,8102025

Highlighted filing

2017

Assets$261,817
Liabilities$56,417
Net Assets$205,400

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $110,820Expenses 2011: $118,910Net Income 2011: -$8,0902011Revenue 2012: $120,938Expenses 2012: $126,978Net Income 2012: -$6,0402012Revenue 2013: $107,968Expenses 2013: $123,701Net Income 2013: -$15,7332013Revenue 2014: $101,685Expenses 2014: $124,701Net Income 2014: -$23,0162014Revenue 2015: $96,850Expenses 2015: $120,788Net Income 2015: -$23,9382015Revenue 2016: $110,010Expenses 2016: $109,964Net Income 2016: $462016Revenue 2017: $288,300Expenses 2017: $124,097Net Income 2017: $164,2032017Revenue 2018: $119,838Expenses 2018: $114,232Net Income 2018: $5,6062018Revenue 2019: $110,208Expenses 2019: $108,018Net Income 2019: $2,1902019Revenue 2020: $121,436Expenses 2020: $115,184Net Income 2020: $6,2522020Revenue 2021: $130,559Expenses 2021: $115,906Net Income 2021: $14,6532021Revenue 2022: $150,286Expenses 2022: $116,450Net Income 2022: $33,8362022Revenue 2023: $135,982Expenses 2023: $97,484Net Income 2023: $38,4982023Revenue 2024: $72,504Expenses 2024: $106,209Net Income 2024: -$33,7052024Revenue 2025: $72,377Expenses 2025: $122,701Net Income 2025: -$50,3242025

Highlighted filing

2017

Revenue$288,300
Expenses$124,097
Net Income$164,203
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 1, 2018
Return Version
2016v3.0
Gross Receipts
$288,300
Mission and Program Overview

Mission

To provide financial support to health, welfare, and character building services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$78,931$261,412▲ $182,481
Rtn Earn Endowment Incm Other Fnds$41,197$205,400▲ $164,203
Pledges and Grants Receivable$4,326$405▼ $3,921
Total Assets$84,285$261,817▲ $177,532
Other Assets Total$1,028--
Liabilities
Grants Payable$43,088$48,750▲ $5,662
Deferred Revenue-$6,193-
Accounts Payable and Accrued Expenses-$1,474-
Total Liabilities$43,088$56,417▲ $13,329
Net Assets / Fund Balance
Total Net Assets Fund Balance$41,197$205,400▲ $164,203
Total Liabilities and Net Assets / Fund Balance$84,285$261,817▲ $177,532

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$7,646$7,646
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gina NelsonPresident
Becky KramerDirector
James AngelDirector
Judson LusherDirector
Kelly MorrisDirector
Linda HildebrandDirector
Nicole MiddletonDirector
Sue SprattDirector
Taylor SpearsDirector
Tyler MccombsDirector
Christina WaltersSecretary
Dawn ReglinTreasurer
Sara HudsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$287,644
Program Service Revenue
$0
Investment Income
$656
Other Revenue
$0
All Other Contributions
$287,644
Change in Net Assets
$164,203

Audited Revenue Reconciliation

Revenue per Audited Statements
$288,300
Total Revenue per Audited Statements
$288,300
Total Revenue per Form 990
$288,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,500
Total Fundraising Expense$29,783
Other Expenses$28,537
Salaries, Compensation, and Employee Benefits$27,060
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,500--$68,500
Other Salaries and Wages$7,825$4,694$12,518$25,037
Occupancy$1,585$952$2,537$5,074
Fees for Services Accounting-$3,000-$3,000
Payroll Taxes$631$380$1,012$2,023
Payments to Affiliates$1,945--$1,945
Other Expenses$554$332$887$1,773
All Other Expenses$156$913$248$1,317
Conferences and Meetings-$766-$766
Total Functional Expenses$82,496$11,818$29,783$124,097

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$124,097
Total Expenses per Audited Statements$124,097
Total Expenses per Form 990$124,097
International Activity

Grant and Assistance Recipients

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
Audit committee
Yes
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

No review was or will be conducted

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Bureau County United Way
EIN
51-0245216
Phone
8158720821
Address
2 S MAIN ST PO BOX 73, PRINCETON, IL 61356

Signing Officer

Name
Gina Nelson
Title
President
Phone
8158752631
Signed
2018-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Nelson
Voting Board Members
13
Independent Board Members
13
Employees
2

Preparer

Firm
Monica Robbins CPA Pc
Address
850 E THOMPSON, PRINCETON, IL 61356
Preparer
Monica B Robbins CPA
Phone
8158723330
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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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IRS990ScheduleD/TotalExpensesPerForm990Amt0124097
IRS990ScheduleD/TotalRevenuePerForm990Amt0288300
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0288300
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0124097
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/CashGrantAmt17085
IRS990ScheduleI/RecipientTable/CashGrantAmt27425
IRS990ScheduleI/RecipientTable/CashGrantAmt36860
IRS990ScheduleI/RecipientTable/CashGrantAmt49650
IRS990ScheduleI/RecipientTable/CashGrantAmt57085
IRS990ScheduleI/RecipientTable/CashGrantAmt617895
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BUREAU CO COOP EXT SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BUREAU CO FOOD PANTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BUREAU CO SENIOR CITIZENS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4GATEWAY (BUREAU CO PARA-TRANSIT)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5PRAIRIE STATE LEGAL SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6OTHERS LESS THAN 5000 EACH
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON 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/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt084285
IRS990/TotalAssetsEOYAmt0261817
IRS990/TotalAssetsGrp/BOYAmt084285
IRS990/TotalAssetsGrp/EOYAmt0261817
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0287644
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt029783
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011818
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082496
IRS990/TotalFunctionalExpensesGrp/TotalAmt0124097
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043088
IRS990/TotalLiabilitiesEOYAmt056417
IRS990/TotalLiabilitiesGrp/BOYAmt043088
IRS990/TotalLiabilitiesGrp/EOYAmt056417
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt041197
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0205400
IRS990/TotalProgramServiceExpensesAmt082496
IRS990/TotalRevenueGrp/ExclusionAmt0656
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0288300
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt084285
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0261817
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GINA NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08158752631
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUREAU COUNTY UNITED WAY
ReturnHeader/Filer/BusinessNameControlTxt0BURE
ReturnHeader/Filer/EIN0510245216
ReturnHeader/Filer/PhoneNum08158720821
ReturnHeader/Filer/USAddress/AddressLine1Txt02 S MAIN ST PO BOX 73
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061356
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0958EDC779309551877B5CF66B76D6C345D42A7DD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0958EDC779309551877B5CF66B76D6C345D42A7DD
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810772070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONICA ROBBINS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0850 E THOMPSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRINCETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061356
ReturnHeader/PreparerPersonGrp/PhoneNum08158723330
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONICA B ROBBINS CPA
ReturnHeader/ReturnTs02018-03-12T11:53:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.46$0.57$1.90$0.72$1.23$0.50
2024Detailed filing. Detailed filing data is available for this year.$3.34$0.94$2.40$0.73$1.06$0.34
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.45$3.06$1.36$0.97$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.46$2.68$1.50$1.16$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.46$2.34$1.31$1.16$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.46$2.19$1.21$1.15$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.41$0.28$2.13$1.10$1.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.45$2.11$1.20$1.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.56$2.05$2.88$1.24$1.64
2016Summary only. Only limited summary data is available for this year.$0.84$0.43$1.10$1.10$0.00
2015Summary only. Only limited summary data is available for this year.$0.91$0.50$0.97$1.21$0.24
2014Summary only. Only limited summary data is available for this year.$1.14$0.49$1.02$1.25$0.23
2013Summary only. Only limited summary data is available for this year.$1.29$0.40$1.08$1.24$0.16
2012Summary only. Only limited summary data is available for this year.$1.50$0.46$1.21$1.27$0.06
2011Summary only. Only limited summary data is available for this year.$1.53$0.43$1.11$1.19$0.08