2023-11-15T15:40:13-06:00 2023-06-30 470677245 HBE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2022-07-01 201412874 UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION INC UNIT 4024417700 238 S 13 ST LINCOLN NE 685082004 MEAGAN LIESVELD EXECUTIVE DIRECTOR 4024417700 2023-11-05 1 MEAGAN LIESVELD XXX-XX-XXXX 0 KRYSTAL L SIEBRANDT CPA CFE CGMA P00543870 4024234343 2023-11-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEAGAN LIESVELD 238 S 13 ST LINCOLN NE 685082004 1616375 0 X WWW.UNITEDWAYLINCOLN.ORG X 2005 NE THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION, INC. IS A PUBLIC CHARITY CREATED TO HELP FULFILL THE MISSION OF THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY. 10 10 0 11 0 0 120 1429973 0 0 36102 23674 0 0 36222 1453647 67032 71281 0 0 0 0 0 0 0 16150 14941 83182 86222 -46960 1367425 1026161 2469596 23 2 1026138 2469594 X THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION, INC. IS A PUBLIC CHARITY CREATED TO HELP FULFILL THE MISSION OF THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY. 0 0 71281 71281 EIGHT AGENCIES RECEIVED DONOR DESIGNATED FUNDING IN SUPPORT OF THEIR GENERAL PROGRAM ACTIVITIES. SEE DETAILED LIST OF PROGRAMS ON SCHEDULE O.HILSABECK DISTRIBUTIONS: 1) HOOKER COUNTY COMMUNITY FOUNDATION $8,000 2) NEBRASKA WESLEYAN UNIVERSITY $1,000 3) UNITED WAY OF LINCOLN AND LANCASTER COUNTY $6,250 ROBINSON RUTZ/MULLIN DISTRIBUTIONS: 1) ALS IN THE HEARTLAND $1,000 2) ALZHEIMER'S ASSOCIATION - NEBRASKA CHAPTER $250 3) AMERICAN HEART ASSOCIATION $500 4) CEDARS YOUTH SERVICES $250 5) FOOD BANK OF LINCOLN $3,000 6) LIGHTHOUSE $3,000 7) UNITED WAY OF LINCOLN AND LANCASTER COUNTY $17,000GENERAL ACCOUNT 1) UNITED WAY OF LINCOLN AND LANCASTER COUNTY $31,031THIS WAS APPROVED DISTRIBUTION AMOUNT TRANSFERRED TO UWLLC DURING FISCAL PERIOD. 71281 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X X MARY ALDRICH-KNIGHT 4024417178 238 SOUTH 13TH STREET LINCOLN NE 68508 MEAGAN LIESVELD EXECUTIVE DIRECTOR 1.00 40.00 X 0 136047 17638 MARY ALDRICH-KNIGHT CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 103121 6821 MARK SCHORR PRESIDENT 1.00 X X 0 0 0 BILL MUELLER VICE PRESIDENT-2022 1.00 X X 0 0 0 GEOFF CLINE VICE PRESIDENT - 2023 1.00 X X 0 0 0 BRYAN ROBERTSON TREASURER - 2022 1.00 X X 0 0 0 RUSS SEBEK TREASURER - 2023 1.00 X X 0 0 0 APRIL RIMPLEY SECRETARY 1.00 X X 0 0 0 KEVIN WAILES PRESIDENT ELECT 1.00 X X 0 0 0 PHIL MORGAN DIRECTOR 1.00 X 0 0 0 TIM SABO DIRECTOR - 2022 1.00 X 0 0 0 BRIAN CHAFFIN DIRECTOR 1.00 X 0 0 0 BRAD CRAIN DIRECTOR 1.00 X 0 0 0 ERIC MOOSS DIRECTOR 1.00 X 0 0 0 0 239168 24459 0 0 1 0 0 1429973 1429973 24952 24952 161450 162728 -1278 -1278 -1278 1453647 -1278 0 24952 71281 71281 3480 3480 5093 5093 16 16 146 146 BANK SERVICE CHARGE 6177 6177 LICENSES/PERMITS 28 28 TELEPHONE AND INTERNET 1 1 86222 71281 14941 0 3958 26073 0 1422943 1022203 1020580 1026161 2469596 23 2 23 2 X 553863 575071 472275 1894523 1026138 2469594 1026161 2469596 1367425 76031 0 X X 0 1 X 1 0 X X 1 UNITED WAY OF LINCOLN AND LANCASTER COUNTY 470376624 7 1 54281 0 1 54281 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 848693 7030 74371 15250 34702 880142 1008675 120 -114415 12500 33187 848693 863548 215106 13688 56291 1008675 853216 4935 26953 9500 12056 863548 834465 1665 33503 12500 3917 853216 0.65338 0.34662 0 0 0 X 1518408 76031 76031 1442377 11270 11270 1453647 74952 0 74952 11270 11270 86222 PART V, LINE 4: THE BOARD DESIGNATED ENDOWMENT IS FOR THE LONG-TERM SUSTAINABILITY OF THE UNITED WAY OF LINCOLN AN LANCASTER COUNTY. THE BOARD DESIRES TO MAINTAIN A PRINCIPAL BALANCE OF $500,000. AMOUNTS IN EXCESS OF $500,000 ARE AVAILABLE FOR DISTRIBUTION. DONOR RESTRICTED ENDOWMENTS ARE INTENDED FOR ANNUAL CHARITABLE GIVING. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, INCOME EARNED IN THE PERFORMANCE OF THEIR EXEMPT PURPOSE IS NOT SUBJECT TO INCOME TAX. ANY INCOME EARNED THROUGH UNRELATED BUSINESS ACTIVITIES IS SUBJECT TO INCOME TAX AT NORMAL CORPORATE RATES. FOR THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION HAD NO UNRELATED BUSINESS ACTIVITY. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 UNITED WAY OF LINCOLN AND LANCASTER COUNTY 238 S 13 ST LINCOLN NE 685082004 470376624 501(C)(3) 54281 0 DONOR DESIGNATED FOR GENERAL SUPPORT PART I, LINE 2: THE FOLLOWING ARE UNITED WAY'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: ALLOCATIONS: THE ALLOCATION OF THE UNRESTRICTED DONOR DOLLARS FOLLOWS A SPECIFIC, DETAILED APPLICATION PROCESS. TO BE ELIGIBLE TO APPLY FOR FUNDING, AGENCIES MUST BE A LEGAL 501(C)(3) ORGANIZATION SERVING LINCOLN/LANCASTER COUNTY AND AGREE TO FOLLOW UNITED WAY POLICIES AND PROCEDURES. THEY MUST SUBMIT AN AUDIT WITH A STATMENT OF FUNCTIONAL EXPENSES BY PROGRAM, AND A FORM 990 AND 990T (IF APPLICABLE) MUST ALSO BE FILED AND SUBMITTED. AGENCIES MUST ALSO VERIFY COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT. AGENCIES UNDERGO INTENSIVE REVIEW BY TRAINED COMMUNITY VOLUNTEERS BEFORE A RECOMMENDATION IS MADE TO THE UNITED WAY BOARD OF DIRECTORS FOR APPROVAL. THE COMMUNITY IMPACT VOLUNTEERS REVIEW THE APPLICATIONS WHICH REQUIRE CLIENT OUTCOMES AND INDICATORS MEASURING CHANGE IN BEHAVIOR OR SKILL FOR CLIENTS BEING SERVED. DEMOGRAPHIC DATA ENSURES THAT THOSE IN MOST NEED ARE BEING REACHED WITH THE SERVICES. OUR AUDIT REVIEW TEAM IS COMPOSED OF LOCAL CPA'S WHO REVIEW THE AGENCIES' AUDITS AND 990'S, LOOKING FOR OVERALL STABILITY AND ABILITY TO MONITOR THE ALLOCATION OF DONOR DOLLARS. AGENCIES ARE REQUIRED TO SUBMIT SEMI-ANNUAL REPORTS REFELCTING THE PROGRESS OF THE FUNDED PROGRAM. THE FINAL REPORT PROVIDES A UPDATE OF THE OUTCOMES ACHIEVED. DONOR DESIGNATIONS: ORGANIZATION'S RECEIVING DONOR DESIGNATED CONTRIBUTIONS THROUGH UNITED WAY UNDERGO SCREENING PRIOR TO DISTRIBUTION OF FUNDING. SUCH SCREENING INCLUDES VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION AND VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT. X X X X 0 0 0 0 0 0 0 0 0 MEAGAN LIESVELD EXECUTIVE DIRECTOR 0 136047 0 0 0 0 0 8178 0 9460 0 153685 0 0 FORM 990, PART VI, SECTION B, LINE 11B TO FACILITATE ADEQUATE FINANCIAL OVERSIGHT, THE IRS FORM 990 WILL BE REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, STAFF, AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY RELATIONSHIP WHERE THEY AND/OR THEIR FAMILY MEMBERS MAY HAVE PERSONAL OR FINANCIAL INTERESTS THAT COULD INFLUENCE THEIR DECISION MAKING ABILITY. IN ADDITION, EACH PERSON MUST ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED, READ, AND WILL COMPLY WITH THE UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION'S (UWLLCF) CONFLICT OF INTEREST POLICY. THEY ARE REQUIRED TO AFFIRM THEIR UNDERSTANDING THAT THE ORGANIZATION IS CHARITABLE AND MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. WHERE A GOVERNING BOARD MEMBER BELIEVES THAT A MATTER TO BE VOTED UPON WILL PRESENT A CONFLICT OF INTEREST, THAT MEMBER WILL ANNOUCE THE CONFLICT OF INTEREST AND WILL HOLD SILENT DURING DISCUSSION OF THE ISSUE. THE MEMBER WILL REFRAIN FROM VOTING ON ANY MOTIONS AFFECTING THE DECLARED CONFLICT OF INTEREST. IN ADDITION, IF THERE IS A QUESTION CONCERNING A POSSIBLE CONFLICT OF INTEREST, THE INVOLVED MEMBER WILL LEAVE THE BOARD OR COMMITTEE MEETING AND THE REMAINING BOARD MEMBERS WILL DISCUSS THE ISSUE AND DETERMINE BY VOTE WHETHER OR NOT A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD DETERMINES THAT IF MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT WILL DISCUSS AND CONSIDER APPROPRIATE CORRECTIVE ACTION. APPOINTED PERSONS WILL REVIEW DECLARED CONFLICTS PRIOR TO EACH VOTE AND BRING POSSIBLE CONFLICTS TO THE ATTENTION OF THE BOARD PRESIDENT AND/OR THE COMMITTEE CHAIRPERSON. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST. 2) THE NATURE OF THE FINANCIAL INTERESTS. 3) ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. 4) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE CONFLICT OF INTEREST. 5) THE CONTENT OF THE DISCUSSION AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE DISCUSSIONS. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION'S CONFLICT OF INTEREST POLICY AND FORM 990 ARE MADE AVAILABLE TO THE GENERAL PUBLIC VIA POSTING TO ITS WEBSITE AT WWW.UNITEDWAYLINCOLN.ORG. IN ADDITION, THESE DOCUMENTS AND THE ORGANIZATION'S GOVERNING DOCUMENTS INCLUDING ITS ARTICLES OF INCORPORATION, BYLAWS, AND 501(C)(3) DETERMINATION LETTER ARE MADE AVAILABLE TO THE PUBLIC THROUGH ALLOWED INSPECTION AT THE LOCAL UNITED WAY OFFICE. COPIES OF THESE DOCUMENTS ARE ALSO PROVIDED TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C, AUDIT OVERSIGHT: UNITED WAY OF LINCOLN AND LANCASTER COUNTY FOUNDATION'S BOARD OF DIRECTORS ARE RESPONSIBLE FOR OVERSIGHT AND APPROVAL OF THE ANNUAL AUDIT AND THE FORM 990. UNITED WAY OF LINCOLN AND LANCASTER COUNTY 238 SOUTH 13TH STREET LINCOLN NE 68508 470376624 INVESTS IN ISSUES RELATED TO EDUCATION, HEALTH, AND FINANCIAL STABILITY NE 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 UNITED WAY OF LINCOLN AND LANCASTER COUNTY B 54281 CASH