Civic Intelligence

Pikes Peak United Way

EIN 84-0511799 • 501(c)3 • Colorado Springs, CO

Profile

To mobilize and grow the caring power of our community, to create the best quality of life possible for all of our citizens. Pikes Peak United Way operates primarily in El Paso and Teller Counties, Colorado. Pikes Peak United Way is dedicated to advancing the common good by not only providing a safety net for basic services, but also preventing tomorrows problems by addressing issues today. Focused on the areas of education, income and health, the building blocks for a quality life, Pikes Peak United Way recruits the individuals and organizations throughout the community who bring the passion, expertise and resources necessary to affect positive and long-lasting change.

518 North Nevada AvenueColorado Springs, CO 80903

www.ppunitedway.org

Siviq Scores

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

Liabilities / Assets

55th percentile

0.22x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.39x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$173,051

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,023,276

Up $2,160,180 (+20%) from 2023

Liabilities

Up

$2,838,674

Up $72,469 (+2.6%) from 2023

Net Assets

Up

$10,184,602

Up $2,087,711 (+26%) from 2023

Revenue

Up

$7,238,264

Up $1,585,768 (+28%) from 2023

Expenses

Up

$5,268,559

Up $319,329 (+6.5%) from 2023

Net Income

Up

$1,969,705

Up $1,266,439 (+180%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $6,909,595Liabilities 2011: $3,945,848Net Assets 2011: $2,963,7472011Assets 2012: $6,806,963Liabilities 2012: $3,667,988Net Assets 2012: $3,138,9752012Assets 2013: $6,495,062Liabilities 2013: $3,328,924Net Assets 2013: $3,166,1382013Assets 2014: $6,412,540Liabilities 2014: $2,727,098Net Assets 2014: $3,685,4422014Assets 2015: $6,271,988Liabilities 2015: $2,584,664Net Assets 2015: $3,687,3242015Assets 2016: $7,003,462Liabilities 2016: $2,643,467Net Assets 2016: $4,359,9952016Assets 2017: $8,012,307Liabilities 2017: $2,019,706Net Assets 2017: $5,992,6012017Assets 2018: $7,675,227Liabilities 2018: $1,549,299Net Assets 2018: $6,125,9282018Assets 2019: $4,927,178Liabilities 2019: $1,640,749Net Assets 2019: $3,286,4292019Assets 2020: $5,448,681Liabilities 2020: $2,025,049Net Assets 2020: $3,423,6322020Assets 2021: $7,009,077Liabilities 2021: $1,917,861Net Assets 2021: $5,091,2162021Assets 2022: $7,867,287Liabilities 2022: $3,065,299Net Assets 2022: $4,801,9882022Assets 2023: $10,863,096Liabilities 2023: $2,766,205Net Assets 2023: $8,096,8912023Assets 2024: $13,023,276Liabilities 2024: $2,838,674Net Assets 2024: $10,184,6022024

Highlighted filing

2024

Assets$13,023,276
Liabilities$2,838,674
Net Assets$10,184,602

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 2011: $6,320,2112011Expenses 2012: $6,154,0062012Expenses 2013: $7,185,6822013Revenue 2014: $6,301,898Expenses 2014: $6,001,650Net Income 2014: $300,2482014Revenue 2015: $5,839,836Expenses 2015: $6,155,667Net Income 2015: -$315,8312015Revenue 2016: $6,523,219Expenses 2016: $5,751,204Net Income 2016: $772,0152016Revenue 2017: $6,477,392Expenses 2017: $5,077,558Net Income 2017: $1,399,8342017Revenue 2018: $4,279,444Expenses 2018: $4,280,169Net Income 2018: -$7252018Revenue 2019: $3,971,719Expenses 2019: $4,269,352Net Income 2019: -$297,6332019Revenue 2020: $4,363,985Expenses 2020: $4,233,545Net Income 2020: $130,4402020Revenue 2021: $5,782,619Expenses 2021: $4,631,709Net Income 2021: $1,150,9102021Revenue 2022: $4,730,536Expenses 2022: $4,733,382Net Income 2022: -$2,8462022Revenue 2023: $5,652,496Expenses 2023: $4,949,230Net Income 2023: $703,2662023Revenue 2024: $7,238,264Expenses 2024: $5,268,559Net Income 2024: $1,969,7052024

Highlighted filing

2024

Revenue$7,238,264
Expenses$5,268,559
Net Income$1,969,705

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$2.84$10.2$7.24$5.27$1.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$2.77$8.10$5.65$4.95$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.87$3.07$4.80$4.73$4.73$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$1.92$5.09$5.78$4.63$1.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$2.03$3.42$4.36$4.23$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$1.64$3.29$3.97$4.27$0.30
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.68$1.55$6.13$4.28$4.28$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.01$2.02$5.99$6.48$5.08$1.40
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$2.64$4.36$6.52$5.75$0.77
2015Detailed filing. Detailed filing data is available for this year.$6.27$2.58$3.69$5.84$6.16$0.32
2014Detailed filing. Detailed filing data is available for this year.$6.41$2.73$3.69$6.30$6.00$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.50$3.33$3.17$7.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$3.67$3.14$6.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.91$3.95$2.96$6.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$7,804,822
Mission and Program Overview

Mission

To enhance youth success and family stability in the pikes peak region by leading and lifting the most vulnerable in our community with mentorship, life resources and real job opportunities. Our signature programs (continued on sch o) (continued) and partner agencies intently focus on connecting youth and their families to resources at the beginning of their life journey to ensure access to fundamental needs of food, shelter and learning resources for all. #strongertogether

To enhance youth success and family stability in the pikes peak region by leading and lifting the most vulnerable in our community with mentorship, (cont on sch o)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,500,242$5,421,381▲ $921,139
Land, Buildings, and Equipment, Net$3,824,559$5,395,454▲ $1,570,895
Pledges and Grants Receivable$1,061,208$1,193,985▲ $132,777
Savings and Temporary Cash Investments$962,307$483,457▼ $478,850
Investments Other Securities$405,504$436,040▲ $30,536
Prepaid Expenses and Deferred Charges$35,778$53,587▲ $17,809
Accounts Receivable$8,538$4,227▼ $4,311
Cash and Non-Interest-Bearing Accounts$48,036$15▼ $48,021
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$10,863,096$13,023,276▲ $2,160,180
Other Assets Total$16,924$35,130▲ $18,206
Liabilities
Grants Payable$1,002,168$915,690▼ $86,478
Deferred Revenue$1,385,570$870,899▼ $514,671
Accounts Payable and Accrued Expenses$154,626$837,637▲ $683,011
Mortgage Notes Payable Secured by Investment Property$206,917$214,448▲ $7,531
Other Liabilities$16,924$0▼ $16,924
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,766,205$2,838,674▲ $72,469
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,792,450$5,273,806▲ $2,481,356
Net Assets With Donor Restrictions$5,304,441$4,910,796▼ $393,645
Total Net Assets Fund Balance$8,096,891$10,184,602▲ $2,087,711
Total Liabilities and Net Assets / Fund Balance$10,863,096$13,023,276▲ $2,160,180

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,853,436$1,462,736$6,316,172
Equipment$30,026$764,569$794,595
Land$511,992-$511,992

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,459,677-▲ $240,159-$2,699,836
2022$1,932,641$320,000▲ $207,036-$2,459,677
2021$2,299,279-▼ $293,046$73,592$1,932,641
2020$1,850,898$96,679▲ $425,490$73,788$2,299,279
2019$2,293,808$17,240▲ $13,149$473,299$1,850,898
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy AubreyPresident/CEOFT$155,704$17,347$173,051
Heather SteinmanCOOFT$111,961$8,527$120,488
Thomas HiltonCFOFT$92,654$17,454$110,108

Board Members and Trustees

NameTitle
Dan NordbergBoard Chair
Morane KerekVice Chair
Andrew RitchieDirector
Annie SneadDirector
Bret WatersDirector
Chantal LucasDirector
Deborah HendrixDirector
Jeff FinnDirector
Laura NeumannDirector
Pastor Calvin JohnsonDirector
Tracy LessigDirector
Ken FortuneDirector (from 04/2024)
Matthew HansonDirector (From 08/2023)
Travas DealDirector (from 08/2023)
Tom PatteeDirector (from 11/2023)
Melissa Burkhardt ShieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,735,945
Program Service Revenue
$245,962
Investment Income
$280,202
Other Revenue
$-23,845
All Other Contributions
$1,320,636
Change in Net Assets
$1,969,705

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
Food Inventory1$546,689Fair Market Value (FMV)
Other Non Cash Contri Table1$9,696Fair Market Value (FMV)
Total Noncash Contributions2$556,385-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,464,182
Revenue Not Reported on Financial Statements
$774,082
Revenue Not Reported on Form 990
$152,378
Other Revenue Adjustments
$761,059
Total Revenue per Audited Statements
$6,616,560
Total Revenue per Form 990
$7,238,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,360,882
Salaries, Compensation, and Employee Benefits$1,681,457
Other Expenses$1,226,220
Total Fundraising Expense$453,774
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,660,253--$1,660,253
Other Salaries and Wages$532,564$235,279$239,896$1,007,739
Grants to Domestic Individuals$700,629--$700,629
Depreciation Depletion$396,826$21,375$15,859$434,060
Current Officers, Directors, Trustees, and Key Employees$61,281$355,643$2,703$419,627
Occupancy$163,024$23,212$16,083$202,319
Information Technology$102,094$33,770$36,990$172,854
Fees for Services Other$74,968$43,013$19,991$137,972
Other Employee Benefits$66,733$28,754$38,003$133,490
Payroll Taxes$44,607$42,880$17,683$105,170
Office Expenses$38,849$16,068$33,530$88,447
Insurance$22,418$11,252$7,206$40,876
Pension Plan Contributions$8,263$7,168$0$15,431
Travel$8,966$2,600$3,779$15,345
Conferences and Meetings$7,788$3,167$2,139$13,094
Fees for Service Investment Mgmnt Fees-$13,023-$13,023
All Other Expenses$3,323$1,610$5,284$10,217
Fees for Services Accounting-$9,065-$9,065
Interest$25$5,885$4$5,914
Fees for Services Legal$4,640$150-$4,790
Advertising$2,091$31-$2,122
Other Expenses$561$587$0$1,148
Total Functional Expenses$3,939,583$875,202$453,774$5,268,559

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,268,559
Total Expenses per Audited Statements$4,528,849
Expenses per Audited Statements$4,494,477
Expenses Not Reported on Financial Statements$774,082
Other Expense Adjustments$761,059
Expenses Not Reported on Form 990$34,372
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Charities of Central Colorado IncColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$209,260
Early Connections Learning CentersColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$154,007
Community Partnership for Child DevColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$91,617
Mount Carmel Center of Excellence DBA Mt Carmel VColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$85,894
Colorado Springs Sports CorpColorado Springs, CO501(c)(3)-$77,040
Imagination Libraries of ColoradoDenver, CO501( c)(3)Support the Charitable Purpose of the Organization$56,362
Colorado Springs Utilities FoundationColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$52,959
Care and Share Food Bank for Southern ColoradoColorado Springs, CO501(c)(3)Support the Charitable Purpose of the Organization$41,610
CASA of the Pikes Peak Region IncColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$32,570
Partners in Housing IncColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$30,595
Rocky Mountain Calvary Chapel IncColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$28,800
Fostering Hope FoundationColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$28,190
Silver Key Senior ServicesColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$26,181
Peak EducationColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$25,770
TessaColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$24,816
The PlaceColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$24,799
Lutheran Family Services Rocky MountainsColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$23,626
Big Brothers Big Sisters of Colorado IncColorado Springs, CO501(c)(3)-$22,932
The Curators of the University of Missouri SpecialColumbia, MO501( c)(3)Support the Charitable Purpose of the Organization$19,800
Mile High United WayDenver, CO501(c)(3)-$18,415
Crossfire Ministries IncColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$18,380
Court Care for the Pikes Peak Region IncColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$18,042
Community of Caring FoundationCripple Creek, CO501( c)(3)Support the Charitable Purpose of the Organization$15,772
Cheyenne Mountain Zoological SocietyColorado Springs, CO501(c)(3)-$14,675
Springs Rescue MissionColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$14,036
Trinity Baptist ChurchColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$13,650
Tri-Lakes CaresMounument, CO501( c)(3)Support the Charitable Purpose of the Organization$13,369
Hope and HomeColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$13,318
Humane Society of the Pikes Peak RegionColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$13,235
Forge Evolution (FKA Colorado Springs Teen Court)Colorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$12,592
Safe PassageColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$12,536
Ronald McDonald House Charities of Southern ColoraColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$12,424
The Resource Exchange IncColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$12,097
Greccio Housing Unlimited IncColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$11,754
Homeward Pikes PeakColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$11,602
Mount Carmel Health Wellness and Community CenterTrinidad, CO501( c)(3)Support the Charitable Purpose of the Organization$11,517
Diocese of Colorado SpringsColorado Springs, CO501(c)(3)-$11,450
Assistance League of Colorado SpringsColorado Springs, CO501(c)(3)-$11,339
Holy Apostles Catholic ChurchColorado Springs, CO501(c)(3)-$10,560
Dream Centers of Colorado SpringsColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$10,200
Junior Achievement of Southern ColoradoColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$10,180
Springs Recovery ConnectionColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$10,100
Trinidad Community Foundation -CCC QualiTrinidad, CO501(c)(3)-$9,510
University of Colorado FoundationDenver, CO501( c)(3)Support the Charitable Purpose of the Organization$9,000
First Evangelical Lutheran ChurchColorado Springs, CO501(c)(3)-$7,000
Shield 616Colorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$5,620
Restoration Church Assembly of GodColorado Springs, CO501(c)(3)-$5,363
Woodmen Valley ChapelColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$5,340
Pikes Peak Region Peace Officers Memorial FundColorado Springs, CO501( c)(3)Support the Charitable Purpose of the Organization$5,200
Project Angel HeartColorado Springs, CO501(c)(3)-$5,125
United Way of Battlement to BellsGlenwood Springs, CO501(c)(3)-$5,092
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$36,753
Fundraising Gross Income$12,335
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Leaders in Givi$35,540$4,240$2,188$2,052
wrap party$45,890$390$3,308$-2,918
Total Events$112,135$12,335$36,754$-24,419
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
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 B, line 11B

A copy of the 990 is provided to the organization's CFO for review before filing. The CFO reviews the 990, makes any recommendations, and then presents the 990 to the Board of directors and Finance Committee for further review and approval.

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

All staff, board members, interns, and key volunteers are covered by the conflict of interest statement and it is signed every July, In regards to the Board of Directors, if a potential conflict arises, the CEO alerts other board members at that time, the conflict is reviewed and a decision is made within the Board. In regards to staff and interns, the CP of HR (or equivalent position) reviews the conflict and makes the decision with the supervisor. In regards to key volunteers, the VP of HR (or equivalent position) and the Director of Volunteer Resources review the conflict and make that decision.

Form 990, Part VI, Section B, Line 15 A&B

The process for determining the compensation of the organization's officers and senior management team includes a review and approval by the Board of Directors during the annual budgeting cycle. Compensation is compared with similar personnel for other similar non-profit and for-profit organizations. Finally, a performance factor is incorporated into the data. Specifically, Pikes Peak United Way's senior management team reviewed three different salary surveys from ADP, Colorado Nonprofit Association, and United Way Worldwide. The Organization considered the following when comparing each employee: the actual salary of each employee vs. the salary shown within the survey, the total amount of time the staff person has been on staff, and then the overall performance and impact of the employee.

Form 990, Part VI, Section C, Line 19

The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public through the organization's website and on www.guidestar.org. Any documents that are not on these sources are available upon request.

Filing and Contact Details

Filer

Filer Name
Pikes Peak United Way
EIN
84-0511799
In Care Of
% THE ORGANIZATION
Phone
7196321543
Address
518 North Nevada Avenue, Colorado Springs, CO 80903

Signing Officer

Name
Thomas Hilton
Title
CFO
Phone
7196321543
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cami Bremer
Formed
1922
Legal Domicile
Co
Voting Board Members
16
Independent Board Members
16
Employees
30
Volunteers
2,531

Preparer

Firm
Stockman Kast Ryan & Co Llp
Address
102 N CASCADE AVENUE SUITE 400, COLORADO SPRINGS, CO 80903
Preparer
Doreen B Merz
Phone
7196301186
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

life resources and real job opportunities. Our signature programs and partner agencies intently focus on connecting youth and their families to resources at the beginning of their life journey to ensure access to fundamental needs of food, shelter and learning resources for all. #strongertogether

Form 990, Part III, Line 1

(CON'T)partner agencies intently focus on connecting youth and their families to resources at the beginning of their life journey to ensure access to fundamental needs of food, shelter and learning resources for all. #strongertogether

Form 990, Part III, Line 4A

(CON'T) We have a separate fund that also provides grants to local non-profits that have experienced some form of unanticipated emergency that will have a significant impact on their ability to serve the public if they do not receive some form of relief. As part of our funds distribution processes, we also use information from our 211 service to help inform our decisions on what programs are most needed in the community. In addition to awarding local grants we also disburse donor contributions to non-profits that have been selected specifically by donors for support. For the year ended June 2024, donors contributed over $730,000 to other non profits through our United Way Campaign, with most of those contributions staying in the local community.

Form 990, Part III, Line 4B

(CON'T) Our 2-1-1 team also answered almost half of the state's total VITA (Volunteer Income Tax Assistance) calls, ensuring that most families were able to file their taxes for free in order to get their qualified refund for some much-needed financial relief. 2-1-1 helps residents from the 12 counties not only to access lifesaving resources, but also serves as the extended arm of Colorado Springs and El Paso County during a disaster response, coordinating with the Pikes Peak Region Office of Emergency Management to provide information and referral resources to local individuals in the event of emergencies.

Form 990, Part III, Line 4C

(CON'T) We also run a VITA program (Volunteer Income Tax Assistance) that provides free federal and state tax income preparation for individuals earning less than $64,000 annually. Last year we prepared almost 2,500 income tax returns, both State and Federal, saving clients approximately $200,000 dollars in tax preparation fees and generating over $2.0 million of federal refunds (including Earned Income Tax Credits for low income working individuals) and $3.0 million of state refunds. We also administer the El Paso and Teller County FEMA (Federal Emergency Management Agency) programs that distribute funds to local non-profits in support of basic needs for low-income individuals and families. We also manage a volunteer program that aligns volunteers with local opportunities, including our food distribution, community investment process, VITA programs, and much more. Last year we matched over 2,200 local volunteers with over 10,000 hours of volunteer opportunities, mainly with local partner non-profits and our own programs.

Form 990, Part III, Line 4D

Family Success Center: The mission of the Pikes Peak United Way Family Success Center is to serve the entire family and empower community members to become financially stable, grow, and accomplish their goals. The Family Success Center is a new initiative, partnering with Harrison School District 2 in southeast Colorado Springs, and using the former Pikes Peak Elementary School to provide a common space that brings together families looking to improve their lives with local non-profits and services that can provide them the support and training they need to accomplish that goal. The programs that will be established include job readiness and training programs, GED/ESL adult education classes, financial readiness for children and adults, a health clinic and benefits enrollment services, parenting classes, summer camp programming for children, career navigation, a child care center for drop in child care, entrepreneur mentorship, life coaching to increase family stability, utilities, rent and mortgage assistance and eviction prevention, free after school sports, and a free grocery store. For the year ended June 2024, over 13,000 individuals received services at the Family Success Center. In addition to these services, we administered the local Colorado Opportunity Scholarship Initiative (COSI), a State funded initiative that provides scholarships and financial assistance to individuals that are trying to improve their earning power through college or university graduation or professional certifications. In the last year we were able to provide financial assistance and scholarship support to over 60 active students in El Paso and Teller Counties. In the last year, we've provided approximately $120,000 of direct support in the form of tuition and expense reimbursement to students trying to improve their job prospects with degrees and certifications from local colleges and universities.

Form 990 Part X, Column A, Line 1,2, and 11

Column (a) beginning year balance: line 1, cash, was adjusted to reclassify investment accounts and/or interest bearing bank accounts to line 2, savings and temporary cash investments, and /or line 4 investments - publicly traded securities.

Form 990, Part XI, Line 9

Other changes in net assets: $30,536 change in value of beneficial interest in perpetual trust asset.

Form 990, Part XII, Line 2C

The process for overseeing the audit and selecting the audit firm has not changed from prior year.

Financial Statement Notes

Schedule D, Part V, Line 4

The Organization's endowment provides funding to support the Organization's exempt purpose programs.

Schedule D, Part X, Line 2

The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code ("Code") and is not a private foundation under Section 509(a)(2) of the Code. The Organization evaluates the effect of uncertain tax positions, if any, and provides for those positions in accordance with the provisions of FASB ASC 450, Contingencies. No tax accrual for uncertain tax positions has been recorded as management believes there are no uncertain tax positions for the Organization. The Organization has no unrelated business taxable income. Accordingly, no provision for income taxes is made in the financial statements.

Schedule D, Part XI, Line 2D

Other change: $30,536 change in beneficial interest in perpetual trust assets.

Schedule D, Part XI, Line 4B

Other: $761,059. RECOGNITION OF DONOR DESIGNATED CONTRIBUTIONS IN REVENUE $730,368; Fundraising expenses reported within the audited financial statements' revenue, reclassified to expense for the tax return $30,961.

Schedule D, Part XII, Line 4B

Other: $761,059. RECOGNITION OF DONOR DESIGNATED CONTRIBUTIONS IN REVENUE $730,368; Fundraising expenses reported within the audited financial statements' revenue, reclassified to expense for the tax return $30,961.

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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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IRS990/NetAssetsOrFundBalancesBOYAmt08096891
IRS990/NetAssetsOrFundBalancesEOYAmt010184602
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0139903
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0139903
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-24418
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-24418
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt087470
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02792450
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05273806
IRS990/NoncashContributionsAmt0556385
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt016083
IRS990/OccupancyGrp/ManagementAndGeneralAmt023212
IRS990/OccupancyGrp/ProgramServicesAmt0163024
IRS990/OccupancyGrp/TotalAmt0202319
IRS990/OfficeExpensesGrp/FundraisingAmt033530
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016068
IRS990/OfficeExpensesGrp/ProgramServicesAmt038849
IRS990/OfficeExpensesGrp/TotalAmt088447
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016924
IRS990/OtherAssetsTotalGrp/EOYAmt035130
IRS990/OtherChangesInNetAssetsAmt030536
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt038003
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028754
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt066733
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0133490
IRS990/OtherExpensesGrp/Desc0DUES UNITED WAY WORLDWIDE
IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2DUES AND MEMBERSHIPS - OTHER
IRS990/OtherExpensesGrp/Desc3LICENSES AND GOVERNEMNT FEES
IRS990/OtherExpensesGrp/FundraisingAmt09577
IRS990/OtherExpensesGrp/FundraisingAmt12160
IRS990/OtherExpensesGrp/FundraisingAmt22887
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012602
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11502

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