2025-12-19T09:32:16-06:00 2025-06-30 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2024-07-01 846031503 UNITED WAY OF LARIMER COUNTY UNIT 9704077000 525 W OAK ST 101 FORT COLLINS CO 80521 JOY D SULLIVAN PRESIDENT AND CEO 9704077000 2025-12-18 1 1 KYLE FRITCH CPA P01313374 9702238825 2025-12-18 2024 2025-03-06 01:10:19Z JOY D SULLIVAN 525 W OAK ST 101 FORT COLLINS CO 80521 6422915 0 X WWW.UWAYLC.ORG X 1958 CO UNITING OUR COMMUNITY FOR CHILDREN AND YOUTH. 16 16 24 329 0 0 10346996 6028013 5981 2006 98263 72462 59741 149385 10510981 6251866 8413918 4109862 0 0 1856369 2015191 0 0 559461 1067296 1133651 11337583 7258704 -826602 -1006838 6754759 7004664 1821183 2225835 4933576 4778829 X WE ADVANCE OUR VISION OF A LARIMER COUNTY WHERE ALL CHILDREN AND YOUTH HAVE EVERYTHING THEY NEED TO THRIVE BY SUPPORTING FOUR BUILDING BLOCKS OF LIFELONG SUCCESS: FAMILY FINANCIAL STABILITY, KINDERGARTEN READINESS, READING AT GRADE LEVEL, AND HIGH SCHOOL GRADUATION. 1 1 2774410 2251908 2006 PROGRAM INVESTMENTS:UNITED WAY OF LARIMER COUNTY INVESTED $2.79 MILLION IN PROGRAM SERVICES TO SUPPORT LITERACY, ACADEMIC SUCCESS, AND CHILD CARE AVAILABILITY AND AFFORDABILITY, BENEFITING MORE THAN 17,000 CHILDREN ACROSS LARIMER COUNTY. THROUGH DOLLY PARTON'S IMAGINATION LIBRARY, APPROXIMATELY 40% OF CHILDREN UNDER AGE FIVE IN LARIMER COUNTY RECEIVED FREE MONTHLY BOOKS. UNITED WAY OF LARIMER COUNTY ALSO INVESTED NEARLY $1 MILLION IN CHILD CARE SCHOLARSHIPS, INCLUDING SUPPORT FOR 40 CHILDREN OF SINGLE MOTHERS PURSUING HIGHER EDUCATION. 1372032 1372032 UNITED WAY OF LARIMER COUNTY RESPONSIBLY FULFILLS DONOR INTENT, INCLUDING DONOR-DIRECTED GIFTS TO NONPROFITS OUTSIDE OF UWLC. IN 2024-25, UWLC PROCESSED $1,372,032 IN DONOR DESIGNATIONS, DISTRIBUTING FUNDS TO NONPROFIT AGENCIES ACROSS LARIMER COUNTY, COLORADO, AND THE UNITED STATES. EACH RECIPIENT AGENCY WAS VERIFIED TO BE ELIGIBLE TO RECEIVE CHARITABLE DONATIONS AND IN COMPLIANCE WITH THE USA PATRIOT ACT AND ALL APPLICABLE COUNTERTERRORISM LAWS. 1801147 485922 INFRASTRUCTURE, CAPACITY & SYSTEMS INVESTMENTS:UNITED WAY OF LARIMER COUNTY INVESTED $1.8 MILLION TO STRENGTHEN NONPROFIT INFRASTRUCTURE AND ORGANIZATIONAL CAPACITY. THIS INVESTMENT INCLUDED SUPPORT FOR TWO COMMUNITY HUBS THAT CO-LOCATE 22 NONPROFIT PARTNERS, CONTINUED ADMINISTRATIVE SUPPORT TO NONPROFIT INFRASTRUCTURE GRANTEES (WITH $3.7 MILLION AWARDED IN 2025), AND FISCAL SPONSORSHIP OF COMMUNITY INITIATIVES INCLUDING JUNETEENTH AND ONE VOICE FOR HOUSING. 5947589 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 34 1 1 24 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CO X X DIANE HATHAWAY 9704077000 525 W OAK ST 101 FORT COLLINS CO 80521 ANNE FOLK BOARD CHAIR (FROM 10/24) 2.00 X X 0 0 0 KELLY MCBARTLETT BOARD CHAIR (THRU 9/24) 1.00 X X 0 0 0 STEPHEN WEST CHAIR ELECT 2.00 X X 0 0 0 TEGAN CAMDEN SECRETARY 2.00 X X 0 0 0 BARBARA WALTON TREASURER 2.00 X X 0 0 0 ALEXIS KENNEDY COMMUNITY IMPACT COMMITTEE CHAIR 1.00 X X 0 0 0 LORI RASMUSSEN RESOURCE DEVELOPMENT COMMITTEE CHAIR 1.00 X X 0 0 0 JASON DAMWEBER BOARD MEMBER 1.00 X 0 0 0 KELLY MCBARTLETT BOARD MEMBER 1.00 X 0 0 0 LINDA HOFFMANN BOARD MEMBER 1.00 X 0 0 0 AMY KOLCZAK BOARD MEMBER 1.00 X 0 0 0 DAWN PAEPKE BOARD MEMBER 1.00 X 0 0 0 COLLEEN DEPASQUALE BOARD MEMBER 1.00 X 0 0 0 JONI FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 YOLANDA MCNIGHT BOARD MEMBER 1.00 X 0 0 0 KAREN WONG BROWN BOARD MEMBER 1.00 X 0 0 0 LEE GREENE BOARD MEMBER 1.00 X 0 0 0 JOY SULLIVAN PRESIDENT/CEO 45.00 X 135576 0 17324 DIANE HATHAWAY CHIEF FINANCIAL OFFICER 45.00 X 93706 0 16917 NAOMI YOUNG-VP OF STRATEGY & OPERATIONS (THRU 3/25) 45.00 X 98068 0 10929 LAUREN LEARY VP OF IMPACT 45.00 X 78159 0 25483 CHRISTINA COOPER VP OF RESOURCE DEVELOPMENT 45.00 X 89173 0 12866 KELSEY DIASTRA VP OF COMMUNICATIONS & EVENTS 45.00 X 74230 0 8346 568912 0 91865 1 0 1 0 0 140876 156860 510792 5219485 6028013 PROGRAM SERVICES REVEN 561000 2006 2006 2006 72462 72462 52525 0 52525 52525 52525 267909 156860 171049 96860 96860 6251866 2006 0 221847 3348149 3348149 761713 761713 690318 366317 220419 103582 1005020 599895 237002 168123 42402 22779 12235 7388 153051 82477 44920 25654 124400 73189 31285 19926 364032 261958 29189 72885 20060 20060 88758 57113 10042 21603 137934 48513 52340 37081 364475 255916 65975 42584 20198 11453 4829 3916 37857 27885 6128 3844 MEMBERSHIP DUES 78809 28727 29782 20300 PRINTING & PUBLICATIONS 21528 1505 7508 12515 7258704 5947589 751654 559461 2614171 1670347 1333124 2543277 15686 9593 558721 188550 374037 370171 2417741 2411276 6754759 7004664 218987 280013 595044 1115138 3991 4741 1003161 825943 1821183 2225835 X 3035413 2095655 1898163 2683174 4933576 4778829 6754759 7004664 X -1006838 852091 X 0 1 X 1 0 X 8129744 6395198 5126159 10346996 6028013 36026110 8129744 6395198 5126159 10346996 6028013 36026110 3177272 32848838 109445 133227 193206 131033 124987 691898 27763 27054 96860 151677 36869685 85561 0.89090 0.90440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45 714092 640212 73880 1 1 1596462 289 163787 11296 1749242 1971160 242598 604391 12905 1596462 1880473 2149 173283 71024 13721 1971160 2153144 -195846 60983 15842 1880473 1836489 75564 393326 137280 14955 2153144 0.86800 0.13200 0.00000 1 0 200000 200000 230064 136166 93898 128657 52384 76273 370171 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 1749242 OPERATING RIGHT OF USE ASSET 662034 2411276 OPERATING LEASE LIABILITY 742044 REFUNDABLE ADVANCES 83899 825943 X 6353164 1389683 152780 1542463 4810701 1441165 1441165 6251866 6507911 621239 621239 5886672 1372032 1372032 7258704 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATIONS ENDOWMENT FUNDS IS TO SERVE AS A PERMANENT SOURCE OF INCOME TO SUPPORT THE MISSION OF THE ORGANIZATION AND ALLOW FOR NO ADMINISTRATIVE FEES CHARGED TO DONORS. PART X, LINE 2: UWLC HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UWLC IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, UWLC IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT IS UNRELATED TO ITS EXEMPT PURPOSE. UWLC HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990T) WITH THE IRS. UWLC HOLDING, LLC IS TREATED AS A DISREGARDED ENTITY FOR TAX PURPOSES, AND IS INCORPORATED INTO THE UWLC TAX FILINGS. UWLC BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. UWLC WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 152,780. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS NOT REPORTED AS REVENUE PER GAAP 1,372,032. UNCOLLECTIBLE PROMISES TO GIVE NETTED WITH INCOME ON AUDITED FINANCIALS 69,133. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS NOT REPORTED AS EXPENSE PER GAAP 1,372,032. GOLF TOURNAMENTS 245096 9200 235896 61071 WOMEN GIVE 143673 111660 32013 109978 1 36000 36000 424769 156860 267909 171049 171049 96860 1 ALIANZA NORCO 515 W OAK ST STE 106 FORT COLLINS CO 80521 832325518 501(C)(3) 6450 0 GENERAL PROGRAM SUPPORT BOYS & GIRLS CLUBS OF LARIMER COUNTY 103 SMOKEY ST FORT COLLINS CO 80525 742425914 501(C)(3) 848490 0 GENERAL PROGRAM SUPPORT ESTES PARK EDUCATION FOUNDATION PO BOX 4444 ESTES PARK CO 80517 831752068 501(C)(3) 15000 0 GENERAL PROGRAM SUPPORT ESTES VALLEY INVESTMENT IN CHILDHOOD SERVICES 600 S ST VRAIN AVE STE 2 ESTES PARK CO 80517 331003417 501(C)(3) 29826 0 GENERAL PROGRAM SUPPORT FORT COLLINS COMMUNITY ACTION NETWORK PO BOX 400 FORT COLLINS CO 80522 841575562 501(C)(3) 11178 0 GENERAL PROGRAM SUPPORT INTERFAITH SOLIDARITY AND ACCOMPANIMENT COALITION (ISAAC) 1511 E 11TH ST STE 100 LOVELAND CO 80537 840568546 501(C)(3) 25300 0 GENERAL PROGRAM SUPPORT POUDRE SCHOOL DISTRICT FOUNDATION 1630 STOVER ST FORT COLLINS CO 80525 841555092 501(C)(3) 23000 0 GENERAL PROGRAM SUPPORT PROJECT SELF-SUFFICIENCY 1810 N BOISE AVE LOVELAND CO 80538 841206341 501(C)(3) 20000 0 GENERAL PROGRAM SUPPORT THE FAMILY CENTERLA FAMILIA 309 HICKORY ST STE 5 FORT COLLINS CO 80524 841318219 501(C)(3) 53474 0 GENERAL PROGRAM SUPPORT THE MATTHEWS HOUSE 415 MASON CT 1 FORT COLLINS CO 80524 202894339 501(C)(3) 80211 0 GENERAL PROGRAM SUPPORT THE WOMEN'S FOUNDATION OF COLORADO 1901 EAST ASBURY AVENUE DENVER CO 80208 841039305 501(C)(3) 16000 0 GENERAL PROGRAM SUPPORT UNITE FOR LITERACY LLC 350 E 7TH ST STE 11 LOVELAND CO 80537 461225221 501(C)(3) 6660 0 GENERAL PROGRAM SUPPORT NOCO FOUNDATION 4745 WHEATON DRIVE FORT COLLINS CO 80525 840699243 501(C)(3) 473743 0 GENERAL PROGRAM SUPPORT 12 0 WOMEN GIVE SCHOLARSHIPS 39 247631 LARIMER CHILD CARE FUND 84 481082 WOMEN RISE GRANTS 11 33000 PART I, LINE 2: GRANT FUNDS ARE DISBURSED TO NONPROFIT ORGANIZATIONS AND INDIVIDUALS WHO MUST COMPLY WITH SPECIFIC STANDARDS TO BE ELIGIBLE FOR FUNDING. ACCOUNTABILITY IS ESTABLISHED THROUGH REPORTING REQUIREMENTS IN THE GRANT FUNDING CONTRACTS. X X X 0 0 0 0 0 0 0 0 0 JOY SULLIVAN PRESIDENT/CEO 135576 0 0 0 0 0 6986 0 10553 0 153115 0 0 0 FORM 990, PART III, LINE 2 UNITED WAY'S SECOND COMMUNITY IMPACT CENTER LOCATED ON THE LOVELAND YOUTH CAMPUS WAS COMPLETED IN MARCH 2025 BRINGING 8 NONPROFIT PARTNERS TOGETHER SERVING CHILDREN AND FAMILIES. IN ADDITION, A GROWING READER PILOT PROGRAM WAS LAUNCHED THAT DELIVERED BILINGUAL BOOKS AND TIPS FOR READING AT HOME TO LOCAL SPANISH SPEAKING FAMILIES. FORM 990, PART III, LINE 3 UNITED WAY OF LARIMER COUNTY TRANSFERRED REMAINING DISASTER RECOVERY FUNDS TO NOCOFOUNDATION WHO WILL LEAD COMMUNITY DISASTER RECOVERY EFFORTS IN THE FUTURE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AT THE FINANCE AND AUDIT COMMITTEE MEETING, CHAIRED BY THE TREASURER. UPON RECOMMENDATIONS OF THE FINANCE AND AUDIT COMMITTEE, THE FORM 990 IS EMAILED TO MEMBERS OF THE BOARD FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C UNITED WAY OF LARIMER COUNTY'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS, EMPLOYEES, AND BOARD COMMITTEE VOLUNTEERS OF THE ORGANIZATION. ALL COVERED INDIVIDUALS ARE REQUIRED TO ANNUALLY COMPLETE A CODE OF ETHICS FORM DISCLOSING ANY CONFLICTS OF INTEREST THAT MAY EXIST. THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS REVIEWED BY THE BOARD OF DIRECTORS. IF CONFLICTS ARE DETERMINED, THE PERSON WITH THE CONFLICT IS EXCLUDED FROM THE MEETING/DELIBERATION AND WILL REFRAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED UPON ACHIEVEMENT OF ANNUAL PERFORMANCE GOALS SET BY THE BOARD OF DIRECTORS AND EVALUATED WITH COMPARABILITY SURVEY DATA FROM STATE NONPROFITS AND UNITED WAY WORLDWIDE. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE FURNISHED UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 152,780. BOOK/TAX DIFFERENCE RELATED TO DONATED IN-KIND RENT REVENUE AND EXPENSES 768,444. ADJUSTMENT FOR UNCOLLECTIBLE PROMISES TO GIVE -69,133. FORM 990, PART I, LINE 5, PART V, LINE 2A, PART VII AND PART IX: UNITED WAY OF LARIMER COUNTY HAS A CLIENT SERVICE AGREEMENT WITH ADP, AN UNRELATED ORGANIZATION. ADP IS A PROFESSIONAL EMPLOYER ORGANIZATION. AS A RESULT, ADP IS THE EMPLOYER FOR THE PURPOSE OF PAYING WAGES AND BENEFITS. UNITED WAY OF LARIMER COUNTY INPUTS AND APPROVES ALL EMPLOYEE TIME AND WAGES INTO ADP'S ONLINE SYSTEM AND ADP PROCESSES THE PAYROLL AND ADMINISTERS ALL BENEFITS ON BEHALF OF UNITED WAY OF LARIMER COUNTY. ADP ALSO REMITS ALL TAXES AND FILES ALL RETURNS UNDER THEIR NAME AND EMPLOYER IDENTIFICATION NUMBER. THE SALARY, BENEFITS, AND PAYROLL TAX EXPENSES SHOWN ON FORM 990 LINE 5, 7, AND 9 OF PART IX REPRESENT AMOUNTS PAID BY ADP AS PART OF THE CLIENT SERVICE AGREEMENT. IN ADDITION, UNITED WAY OF LARIMER COUNTY IS REPORTING PAID EMPLOYEES ON FORM 990, PART V, LINE 2A BECAUSE OF THE RELATIONSHIP WITH ADP AS STATED ABOVE. UWLC HOLDING LLC 424 PINE STREET 102 FORT COLLINS CO 80524 453578031 CHARITABLE CO 0 0 UNITED WAY OF LARIMER COUNTY