United We Serve FY2023 filing

Tax-deductible

Jefferson, TX501(c)(3)Human ServicesEIN 34-2005253Revenue $108K in FY2023

On file with the IRSunitedweservemil.org5645 US Highway 59 S, 75657-2902 · Jefferson, TXTax-exempt since Nov 2005Publicly supported charity — 170(b)(1)(A)(vi)

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To provide support for military community, military families and veterans.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
$16K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 2
filings with a surplus
Average deficit $43K a year · 40% of revenue · last 2 filings
Concern: a surplus in 0 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$16K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 7.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$450K
95% of total assets
Concern: liabilities are 95% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 8 voting members
Looks good: 7 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$108K
-1% vs prior year
Spent
$154K
To programs
75%
Net assets
$24K
By yearFY2020–FY2024
Revenue
$108K
FY2023▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$98K
FY2021$137K
FY2022$109K
FY2023$108K
FY2024$184K
Expenses
$154K
FY2023▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022$149K
FY2023$154K
FY2024Not on file
Net assets
$24K
FY2023▼ -61%
Tap a bar for its year
Net assets by fiscal year
FY2020$95K
FY2021$101K
FY2022$61K
FY2023$24K
FY2024$923

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $115K Management & general 25% · $39K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $16K paid to officers and key staff.

Part VII, Section A · reportable compensation
CEO/Co-Chairman
$16,292Pt VII · Sec A
COO/Co-Chairman
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Rosemarie V Kilgore’s $19K as CEO/Chairman is at the 10th percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Rosemarie V Kilgore$19,250$16,292$15,868$13,800$14,400

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports military families and veterans with essential resources and aid.

Questions for United We Serve

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Provided by the organization

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3 programs · $115K · in their own filed words · FY2023
01

Shepherd's pasture- a retreat center offering counseling support and life tools building for active duty and retired veterans and military families and our community citizens in need. It provides a safe haven to regroup as individuals and families even outside the retreats.

$69Kprogram expense
02

Conduct personal respite and retreats for active duty military chaplains and chaplain families and pastors. Provide temporary crisis sheltering for active duty military, reserve and national guard members and emergency sheltering with a priority to veterans and military family members.

$23Kprogram expense
03

Support for deployed military personnel and veterans and individuals in crisis is given by following up and providing ongoing assistance to military families through the entire term of their time of hardship.

$23Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$108K
Ln 12
Fees for servicesLn 2g$76K
Gifts and grantsLn 1h$24K
Other incomeLn 4–11$8K
Money outPt IX
$154K
Ln 25
Programscol B$115K
Managementcol C$39K
Owns and owesPt X
$24K
net assets · Ln 32
Cash and savingsLn 1–2$102K
Total assetsLn 16$473K
LiabilitiesLn 26$450K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$24K
Noncash giftsLn 1g$5K
Fees for servicesLn 2g$76K
Other incomeLn 4–11$8K
Total revenueLn 12$108K
Assets in detailPt X, end of year
CashLn 1$102K
Cash and savings togetherLn 1–2$102K
Land, buildings, equipmentLn 10c$370K
Total assetsLn 16$473K
LiabilitiesLn 26$450K
Net assetsLn 32$24K
OperationsPt I, VI
EmployeesI 51
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$140K$102K
Land, buildings, equipmentLn 10c$383K$370K
Total assetsLn 16$526K$473K
LiabilitiesLn 26$465K$450K
Net assetsLn 32$61K$24K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Other salaries and wagesLn 7$16K$8K$8K
Payroll taxesLn 10$2K$1K$1K
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$12K$12K
Office expensesLn 13$612$612
TravelLn 17$217$217
InterestLn 20$20K$16K$4K
Depreciation, depletion and amortizationLn 22$20K$16K$4K
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$51K$41K$10K
All other expensesLn 24e$10K$4K$6K
Total functional expensesLn 25$154K$115K$39K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $184K$923 990 PDF
FY2023 Viewing $108K$154K−$46K$24K 990 PDF
FY2022 $109K$149K−$40K$61K 990 PDF
FY2021 $137K$101K 990 PDF
FY2020 $98K$95K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $108,100 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $42,577$24,282
I-9 Program service revenuePrior year $66,908$75,506
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$8,312
I-12 Total revenuePrior year $109,485$108,100
I-13 Grants and similar amounts paidPrior year $0$1,992
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $17,312$18,538
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $132,009$133,728
I-18 Total expensesPrior year $149,321$154,258
I-19 Revenue less expensesPrior year −$39,836−$46,158
Part VI · Governance 7 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $108,100 across 6 lines filed
VIII-1f All other contributions, gifts and grants$24,282
VIII-1g Noncash contributions (included above)$5,165
VIII-1h Total contributions, gifts and grants$24,282
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $75,506$75,506
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,312$8,312
VIII-12 Total revenueRelated to mission $83,818 · Unrelated business $0 · Excluded from tax $0$108,100
Part IX · Statement of functional expenses $154,258 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $1,992$1,992
IX-7 Other salaries and wagesPrograms $8,146 · Management $8,146$16,292
IX-10 Payroll taxesPrograms $1,123 · Management $1,123$2,246
IX-11c Accounting feesManagement $5,244$5,244
IX-11g Other fees for servicesPrograms $12,325$12,325
IX-13 Office expensesManagement $612$612
IX-17 TravelPrograms $217$217
IX-20 InterestPrograms $15,777 · Management $3,944$19,721
IX-22 Depreciation, depletion and amortizationPrograms $16,310 · Management $4,078$20,388
IX-23 InsurancePrograms $14,503$14,503
IX-24 Other expenses (24a–d)Programs $40,850 · Management $9,716$50,566
IX-24e All other expensesPrograms $4,002 · Management $6,150$10,152
IX-25 Total functional expensesPrograms $115,245 · Management $39,013 · Fundraising $0$154,258
Part X · Balance sheet $473,370 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $140,344$101,914
X-4 Accounts receivableStart of year $0$1,701
X-9 Prepaid expenses and deferred chargesStart of year $2,675$0
X-10c Land, buildings and equipment, netStart of year $383,344$369,755
X-16 Total assetsStart of year $526,363$473,370
X-24 Unsecured notes and loans payableStart of year $191,943$188,285
X-26 Total liabilitiesStart of year $465,229$449,538
X-32 Total net assets or fund balancesStart of year $61,134$23,832
X-33 Total liabilities and net assetsStart of year $526,363$473,370
Part XI · Reconciliation of net assets $23,832 net assets at year end
XI-1 Total revenue$108,100
XI-2 Total expenses$154,258
XI-3 Revenue less expenses−$46,158
XI-4 Net assets at start of year$61,134
XI-9 Other changes in net assets$8,856
XI-10 Net assets at end of year$23,832

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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