Civic Intelligence

United Way of Washington County Utah Inc.

990EZ • Fiscal year 2024 • EIN 87-0637720

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 06, 2024

Organization Profilewww.washingtoncountyuw.org
148 N 100 WProvo, UT 84603

(435) 674-5939

Siviq Scores

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

Liabilities / Assets

85th percentile

0.24x

Higher debt load relative to assets than 85% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.72x

Higher debt load relative to revenue than 94% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-10.0%

Faster asset growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-8.9%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$157,608

Down $17,491 (-10.0%) from 2023

Net Assets

Down

$120,285

Down $77,865 (-39%) from 2023

Liabilities

Up

$37,323

Up $60,374 (+262%) from 2023

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin89th percentile

Revenue

Down

$52,032

Down $5,078 (-8.9%) from 2023

Expenses

Down

$28,830

Down $55,100 (-66%) from 2023

Net Income

Up

$23,202

Up $50,022 (+187%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$400K$300K$200K$100K$0-$100KAssets 2011: $332,008Liabilities 2011: $7,979Net Assets 2011: $324,0292011Assets 2012: $343,162Liabilities 2012: $7,178Net Assets 2012: $335,9842012Assets 2013: $305,086Liabilities 2013: $6,131Net Assets 2013: $298,9552013Assets 2014: $264,822Liabilities 2014: $7,086Net Assets 2014: $257,7362014Assets 2015: $272,348Liabilities 2015: $38,090Net Assets 2015: $234,2582015Assets 2016: $218,725Liabilities 2016: $19,061Net Assets 2016: $199,6642016Assets 2017: $247,997Liabilities 2017: $10,173Net Assets 2017: $237,8242017Assets 2018: $296,266Liabilities 2018: $111,337Net Assets 2018: $184,9292018Assets 2019: $352,045Liabilities 2019: $179,304Net Assets 2019: $172,7412019Assets 2020: $116,959Liabilities 2020: -$8,051Net Assets 2020: $125,0102020Assets 2021: $207,792Liabilities 2021: -$8,051Net Assets 2021: $215,8432021Assets 2022: $209,419Liabilities 2022: -$15,551Net Assets 2022: $224,9702022Assets 2023: $175,099Liabilities 2023: -$23,051Net Assets 2023: $198,1502023Assets 2024: $157,608Liabilities 2024: $37,323Net Assets 2024: $120,2852024

Highlighted filing

2024

Assets$157,608
Liabilities$37,323
Net Assets$120,285
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$400K$200K$0-$200KRevenue 2011: $238,929Expenses 2011: $181,222Net Income 2011: $57,7072011Expenses 2012: $184,2842012Expenses 2013: $216,5372013Revenue 2014: $176,170Expenses 2014: $217,389Net Income 2014: -$41,2192014Revenue 2015: $192,555Expenses 2015: $216,033Net Income 2015: -$23,4782015Revenue 2016: $179,532Expenses 2016: $214,126Net Income 2016: -$34,5942016Revenue 2017: $274,696Expenses 2017: $236,536Net Income 2017: $38,1602017Revenue 2018: $305,257Expenses 2018: $358,152Net Income 2018: -$52,8952018Revenue 2019: $290,552Expenses 2019: $302,740Net Income 2019: -$12,1882019Revenue 2020: $163,096Expenses 2020: $192,685Net Income 2020: -$29,5892020Revenue 2021: $144,540Expenses 2021: $42,689Net Income 2021: $101,8512021Revenue 2022: $93,862Expenses 2022: $84,735Net Income 2022: $9,1272022Revenue 2023: $57,110Expenses 2023: $83,930Net Income 2023: -$26,8202023Revenue 2024: $52,032Expenses 2024: $28,830Net Income 2024: $23,2022024

Highlighted filing

2024

Revenue$52,032
Expenses$28,830
Net Income$23,202
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 6, 2024
Return Version
2023v6.0
Gross Receipts
$52,032
Mission and Program Overview

Mission

Bring the community together to focus on the most important needs in the community--building partnerships, forging consensus and leveraging resources to make a measurable difference.

Bring the community together to focus on the most important needs in the community - building partnerships, forging consensus and leveraging resources to make a measurable difference.

Program Services

DescriptionGrantsExpenses
Collect charitable donations from individuals and their employersand allocate the donations to other charitable organizations in the area.$0$23,212
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy MaglebyFinance Chair-$0--
Jeannette BennettChairman-$0--
Bret VanAusdalBoard Member-$0--
Devin BaerBoard Member-$0--
Holly PetersonBoard Member-$0--
Mari HeimuliBoard Member-$0--
Mike RobertsBoard Member-$0--
Steve AndersonBoard Member-$0--
Andrea MartinezBoard Member-$0--
Ben PetersonBoard Member-$0--
Brent PlattBoard Member-$0--
Christopher SteenBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
United Way Dixie Inc
EIN
87-0637720
Phone
4356745939
Address
148 N 100 W, Provo, UT 84603

Signing Officer

Name
Bill Hulterstrom
Title
Executive Director
Phone
4356745939
Signed
2024-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Squire & Company PC
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Office. Amount: 1,595. Description: Travel. Amount: 1,674. Description: Insurance. Amount: 2,623. Description: Other. Amount: 714. Total to Form 990-EZ, line 16: 6,606.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: Prior period adjustment. Amount: -54,965.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: Pledges receivable. Beg. of Year Amount: 114,508. End of Year Amount: 15,151.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Accounts payable. Beg. of Year Amount: 0. End of Year Amount: 37,323.”

Raw XML Appendix196 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amy Magleby
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Mike Roberts
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Board Member
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076564
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IRS990ScheduleA/TotalSupportAmt0408294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Office. Amount: 1,595. Description: Travel. Amount: 1,674. Description: Insurance. Amount: 2,623. Description: Other. Amount: 714. Total to Form 990-EZ, line 16: 6,606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Prior period adjustment. Amount: -54,965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Pledges receivable. Beg. of Year Amount: 114,508. End of Year Amount: 15,151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Accounts payable. Beg. of Year Amount: 0. End of Year Amount: 37,323.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26 - Other Liabilities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Hulterstrom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04356745939
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0United Way Dixie Inc
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0870637720
ReturnHeader/Filer/PhoneNum04356745939
ReturnHeader/Filer/USAddress/AddressLine1Txt0148 N 100 W
ReturnHeader/Filer/USAddress/CityNm0Provo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870343246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Squire & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01329 S 800 E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orem
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084097
ReturnHeader/PreparerPersonGrp/PhoneNum08012256900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Paul Winward
ReturnHeader/ReturnTs02025-02-19T15:36:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,608
Liabilities
$37,323
Net assets
$120,285
Revenue
$52,032
Expenses
$28,830
Net income
$23,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.37$1.20$0.52$0.29$0.23
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.23$1.98$0.57$0.84$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.16$2.25$0.94$0.85$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.08$2.16$1.45$0.43$1.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.08$1.25$1.63$1.93$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$1.79$1.73$2.91$3.03$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$1.11$1.85$3.05$3.58$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.10$2.38$2.75$2.37$0.38
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.19$2.00$1.80$2.14$0.35
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.38$2.34$1.93$2.16$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.07$2.58$1.76$2.17$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.06$2.99$2.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.07$3.36$1.84
2011Summary only. Only limited summary data is available for this year.$3.32$0.08$3.24$2.39$1.81$0.58