STRATEGY STUDIO / PUBLIC DATA EXPLORER

UNITED WAY OF LESUEUR MINNESOTA INC: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF LESUEUR MINNESOTA INC (EIN 23-7130100)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202001359349201245
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-05-14T13:19:19-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411674965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OBERLE TULLY & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 BRIDGE ST STE AAddressLine1Txt
CityLE SUEURCityNm
State AbbreviationMNStateAbbreviationCd
ZIP560581801ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237130100EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED FUND OF LE SUEUR MINNESOTA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone5076652501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 82AddressLine1Txt
CityLE SUEURCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56058ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDRIE BARTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5076652690PhoneNum
Signature2020-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID L TULLYPreparerPersonNm
PTINP00979778PTIN
Phone5076656414PhoneNum
Preparation2020-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.193.67.26IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-14IPDt
IP Tm13:10:48IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id32F12613209151C2CC194628F18EB7A70EF30B38AtSubmissionCreationDeviceId
At Submission Filing Device Id6D6D8BFAB066DA2D75FE7A1606C039078A62031AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting OtherMOD ACCRUALMethodOfAccountingOtherDesc
Website AddressWWW.UNITEDFUNDLS.ORG/WebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$30,442GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$30,322ContributionsGiftsGrantsEtcAmt
Investment Income$120InvestmentIncomeAmt
Total Revenue$30,442TotalRevenueAmt
Grants And Similar Amounts Paid$17,815GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$6,125FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$590PrintingPublicationsPostageAmt
Other Expenses Total$1,810OtherExpensesTotalAmt
Total Expenses$26,340TotalExpensesAmt
Excess Or Deficit For Year$4,102ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$24,278NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$28,380NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$34,026BOYAmt
EOY$36,605EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,967BOYAmt
EOY$1,967EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,993BOYAmt
EOY$38,572EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,715BOYAmt
EOY$10,192EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$24,278BOYAmt
EOY$28,380EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCHARITABLE GIVING CLEARINGHOUSEPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
NATIONAL, STATE AND COUNTY CHARITABLE AGENCIES$0$0
LOCAL COMMUNITY PROJECTS$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TERESA TEBBE
DIRECTOR0.50$0$0$0
KATHLEEN PETERSON
DIRECTOR0.50$0$0$0
MARGARET MORE
DIRECTOR0.50$0$0$0
JUDY HAHAWAY
DIRECTOR0.50$0$0$0
JERRY JOHNSON
DIRECTOR0.50$0$0$0
AMY ROESCH
SECRETARY0.50$0$0$0
RHONDA POWELL
DIRECTOR0.50$0$0$0
SANDY JOHNSON
DIRECTOR0.50$0$0$0
RYAN WOLF
DIRECTOR0.50$0$0$0
JERRY VAN OORT
DIRECTOR0.50$0$0$0
CHERYL AMUNDSON
DIRECTOR0.50$0$0$0
MARK HUNTINGTON
VICE PRESIDENT0.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERESA TEBBEMARGARET OBERLEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 BRIDGE ST STE AAddressLine1Txt
CityLE SUEURCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56058ZIPCd
FieldValueIRS element (for citing)
Phone5076656414PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,453CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,524CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,646CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,002CurrentTaxYearMinus1YearAmt
Current Tax Year$30,322CurrentTaxYearAmt
Total$173,947TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,453CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,524CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,646CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,002CurrentTaxYearMinus1YearAmt
Current Tax Year$30,322CurrentTaxYearAmt
Total$173,947TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$24,764SubstantialContributorsTotAmt
Public Support Total170$149,183PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105CurrentTaxYearMinus1YearAmt
Current Tax Year$120CurrentTaxYearAmt
Total$324TotalAmt
FieldValueIRS element (for citing)
Total Support$174,271TotalSupportAmt
Public Support CY1700.85600PublicSupportCY170Pct
Public Support PY1700.80740PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST. AMOUNT: 64. DESCRIPTION: DIVIDENDS. AMOUNT: 56. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 120.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE SUPPLIES. AMOUNT: 135. DESCRIPTION: STATE REGISTRATION FEES. AMOUNT: 25. DESCRIPTION: CAMPAIGN KICK-OFF. AMOUNT: 1,255. DESCRIPTION: WEBSITE FEES. AMOUNT: 49. DESCRIPTION: PAYPAL FEES. AMOUNT: 61. DESCRIPTION: INSURANCE. AMOUNT: 285. TOTAL TO FORM 990-EZ, LINE 16: 1,810.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: 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 LIABILITIESDESCRIPTION: DEFERRED 2018/2019 REVENUE. BEG. OF YEAR AMOUNT: 11,715. END OF YEAR AMOUNT: 0. DESCRIPTION: DEFERRED 2019/2020 REVENUE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,192.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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