BATAVIA UNITED WAY: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BATAVIA UNITED WAY (EIN 36-3208945)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2016-12-09
- IRS object ID
- 201613449349200606
- Schema version
- 2015v2.0
- 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 | 2016-12-09T09:25:29-08:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIELAND & COMPANY INC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 HOUSTON STREET SUITE 301 | AddressLine1Txt |
| City | BATAVIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363208945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATAVIA UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BATA | BusinessNameControlTxt |
| Phone | 6308772780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 W FABYAN PARKWAY | AddressLine1Txt |
| City | BATAVIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELINDA KINTZ | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2016-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL H WIELAND CPA | PreparerPersonNm |
| PTIN | P00326532 | PTIN |
| Phone | 6304064490 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.BataviaUnitedWay.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $147,903 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $114,512 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $57 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $33,334 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $16,839 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $16,495 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $131,064 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $96,000 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $27,140 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,293 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $3,775 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $6,623 | OtherExpensesTotalAmt |
| Total Expenses | $135,831 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,767 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $116,734 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $111,967 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,358 | BOYAmt |
| EOY | $113,166 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,358 | BOYAmt |
| EOY | $113,166 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624 | BOYAmt |
| EOY | $1,199 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,734 | BOYAmt |
| EOY | $111,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Support benevolent, charitable, educational, character-building, and health and public welfare organizations and agencies that meet standards determined by the United Way and meet community needs. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| Grant expenditures to local nonprofit agencies meeting community needs | $96,000 | |
| CULTIVATE AWARENESS IN THE COMMUNITY OF THE NEEDS OF THE VARIOUS AGENCIES SUPPORTED BY THE ORGANIZATION, INCLUDING THE ANNUAL CAMPAIGN AND CULTIVATING NEW RESOURCES AND OPPORTUNITIES TO FUND HEALTH AND HUMAN SERVICES. DETERMINED ALLOCATIONS TO AGENCIES MEETING THE MOST CRITICAL NEEDS IN THE LOCAL COMMUNITY. | $24,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,805 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JOHN DILLON | ||
| President | 2.00 | $0 |
| KRISTEN JOHNSON | ||
| Vice President | 2.00 | $0 |
| STACIE BARNETT | ||
| President | 2.00 | $0 |
| MARCIA BOYCE | ||
| Treasurer | 2.00 | $0 |
| MELINDA KINTZ | ||
| EXEC. DIR | 30.00 | $25,000 |
| TIM GRIMM | ||
| Director | 1.00 | $0 |
| LISA HILLQUIST | ||
| Director | 1.00 | $0 |
| CECELIA HOFFMAN | ||
| Director | 1.00 | $0 |
| MATT NOVAK | ||
| Director | 1.00 | $0 |
| RICK PUMO | ||
| Director | 1.00 | $0 |
| PATRICIA RICHARDSON | ||
| Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELINDA KINTZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Holmstad 700 W FABYAN PARKWAY | AddressLine1Txt |
| City | BATAVIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6308772780 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $134,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,512 | CurrentTaxYearAmt |
| Total | $621,808 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,512 | CurrentTaxYearAmt |
| Total | $621,808 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $621,808 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57 | CurrentTaxYearAmt |
| Total | $933 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $622,741 | TotalSupportAmt |
| Public Support CY170 | 0.99850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUCCESS BY SIX | Event1Nm |
| Gross Receipts Event1 | $15,400 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $15,400 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $7,985 | OtherDirectExpensesEvent1Amt |
| Event2 | 5 K | Event2Nm |
| Gross Receipts Event2 | $14,360 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $14,360 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,151 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $29,760 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $29,760 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,136 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,136 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,624 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.3 | | Donee's Name: BATAVIA R.S.V.P | Cash Amount Given: $15000 |
| Grants and Similar Amounts Paid In Excess of $5,000.7 | | Donee's Name: SALVATION ARMY | Cash Amount Given: $9300 |
| Grants and Similar Amounts Paid In Excess of $5,000.8 | | Donee's Name: Elderday Center | Cash Amount Given: $8000 |
| Grants and Similar Amounts Paid In Excess of $5,000.12 | | Donee's Name: Franciscan Ministry, Inc. (Batavia Apts. | Cash Amount Given: $7800 |
| Grants and Similar Amounts Paid In Excess of $5,000.13 | | Donee's Name: Lazarus House | Cash Amount Given: $7500 |
| Grants and Similar Amounts Paid In Excess of $5,000.16 | | Donee's Name: Tri-City Family Services | Cash Amount Given: $7000 |
| Grants and Similar Amounts Paid In Excess of $5,000.17 | | Donee's Name: Tri-City Health Partnership | Cash Amount Given: $7500 |
| Grants and Similar Amounts Paid In Excess of $5,000.18 | | Donee's Name: Valley Sheltered Workshop | Cash Amount Given: $6500 |
| Grants and Similar Amounts Paid In Excess of $5,000.19 | | Donee's Name: WATER STREET STUDIOS | Cash Amount Given: $5400 |
| Other Expenses.1001 | Advertising and Promotion $448 |
| Other Expenses.1002 | Office Expenses $917 |
| Other Expenses.1012 | Insurance $2352 |
| Other Expenses.1 | DUES AND MEMBERSHIPS $2066 |
| Other Expenses.4 | WEBSITE $795 |
| Other Expenses.5 | OTHER FUNDRAISING $27 |
| Other Expenses.6 | BANK CHARGES $18 |
| Other Assets.1 | DEPOSITS - Beginning $1000 DEPOSITS - Ending $0 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $624 Accounts Payable and Accrued Expenses - Ending $1199 |