UNITED WAY OF LESUEUR MINNESOTA INC: Form 990EZ, tax year 2022
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- Organization
- UNITED WAY OF LESUEUR MINNESOTA INC (EIN 23-7130100)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-15
- IRS object ID
- 202301669349200715
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-15T09:49:48-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411674965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBERLE TULLY & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 BRIDGE ST STE A | AddressLine1Txt |
| City | LE SUEUR | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 560581801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237130100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED FUND OF LE SUEUR MINNESOTA | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5076652501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 82 | AddressLine1Txt |
| City | LE SUEUR | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDRIE BARTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5076652690 | PhoneNum |
| Signature | 2023-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDRIE | PersonFirstNm |
| Person Last | BARTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L TULLY | PreparerPersonNm |
| PTIN | P00979778 | PTIN |
| Phone | 5076656414 | PhoneNum |
| Preparation | 2023-06-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Other | MOD ACCRUAL | MethodOfAccountingOtherDesc |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.UNITEDFUNDLS.ORG/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $33,814 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $33,683 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $131 | InvestmentIncomeAmt |
| Total Revenue | $33,814 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $26,937 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,800 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $60 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $2,060 | OtherExpensesTotalAmt |
| Total Expenses | $32,857 | TotalExpensesAmt |
| Excess Or Deficit For Year | $957 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $39,703 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $40,660 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,593 | BOYAmt |
| EOY | $64,765 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,967 | BOYAmt |
| EOY | $1,967 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,560 | BOYAmt |
| EOY | $66,732 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,857 | BOYAmt |
| EOY | $26,072 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,703 | BOYAmt |
| EOY | $40,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | CHARITABLE GIVING CLEARINGHOUSE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| NATIONAL, STATE AND COUNTY CHARITABLE AGENCIES | $0 | $0 |
| LOCAL COMMUNITY PROJECTS | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| KATHLEEN PETERSON | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARGARET MORE | ||||
| SECRETARY | 0.50 | $0 | $0 | $0 |
| JUDY HATHAWAY | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| JERRY JOHNSON | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| RHONDA POWELL | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| SANDY JOHNSON | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| RYAN WOLF | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| KAY KING | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEPHANIE MOODY | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARK HUNTINGTON | ||||
| VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| JENNY MILLER | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| EDRIE BARTON | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBERLE TULLY & COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 BRIDGE STREET SUITE A | AddressLine1Txt |
| City | LE SUEUR | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 56058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5076656414 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,683 | CurrentTaxYearAmt |
| Total | $186,492 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,683 | CurrentTaxYearAmt |
| Total | $186,492 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $55,795 | SubstantialContributorsTotAmt |
| Public Support Total170 | $130,697 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131 | CurrentTaxYearAmt |
| Total | $580 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $187,072 | TotalSupportAmt |
| Public Support CY170 | 0.69860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 65. DESCRIPTION: DIVIDENDS. AMOUNT: 66. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 131. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 261. DESCRIPTION: STATE REGISTRATION FEES. AMOUNT: 25. DESCRIPTION: CAMPAIGN KICK-OFF. AMOUNT: 1,314. DESCRIPTION: WEBSITE FEES. AMOUNT: 175. DESCRIPTION: INSURANCE. AMOUNT: 285. TOTAL TO FORM 990-EZ, LINE 16: 2,060. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: 81 SHARES ASSOCIATED BANC-CORP STOCK. BEG. OF YEAR AMOUNT: 1,967. END OF YEAR AMOUNT: 1,967. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: DEFERRED 2021/2022 REVENUE. BEG. OF YEAR AMOUNT: 24,857. END OF YEAR AMOUNT: 0. DESCRIPTION: DEFERRED 2022/2023 REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 26,072. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |