Midwest Unitarian Universalist Foundation
- Assets
- $4.1m
- Revenue
- $219.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 03/1967
- Data as of
- 03/2022
- EIN
- 36-6073758
Organization Overview
Midwest Unitarian Universalist Foundation is located in Chicago, IL. The organization was established in 1967. According to its NTEE Classification (Y30) the organization is classified as: Pension & Retirement Funds, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Midwest Unitarian Universalist Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, Midwest Unitarian Universalist Foundation generated $219.5k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 17.5% each year . All expenses for the organization totaled $149.9k during the year ending 03/2022. While expenses have increased by 1.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Midwest Unitarian Universalist Foundation has awarded 14 individual grants totaling $867,914. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORTS RELIGIOUS, CHARITABLE, AND EDUCATIONAL PROGRAMS OF THE UNITARIAN UNIVERSALIST FAITH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
GRANTS TO THE MIDAMERICA REGION AND MOUNTAIN-DESERT DISTRICT FOR CHURCH DISTRICT PROGRAMS - 116,697. THE CONFERENCE WAS HELD VIRTUALLY FOR THE FISCAL YEAR ENDED 3/31/22 AND HAD NO TRAVEL OR LODGING EXPENSE.
THE RYDER FUND WAS CREATED BY THE WILL OF WILLIAM HENRY RYDER FOR THE "SUPPORT AND RELIEF OF SUPERANNUATED UNIVERSALIST CLERGYMEN AND FOR NEEDY AND DESTITIUTE WIDOWS OF UNIVERSALIST CLERGYMEN.", IN THE MIDWEST. THE IVA LAUGHLIN FUND IS USED FOR THE ELDERLY UNITARIAN UNIVERSALIST LAY PEOPLE. GRANTS MADE FROM THESE TWO FUNDS TOTAL 14,630.
THE COLCHESTER FUND IS USED FOR SCHOLARSHIPS FOR UNITARIAN UNIVERSALIST THEOLOGICAL STUDENTS AND MEADVILLE LOMBARD THEOLOGICAL SCHOOL. THE RECIPIENTS ARE SELECTED BY MEADVILLE LOMBARD THEOLOGICAL SCHOOL AND THE GRANTS MADE FOR SCHOLARSHIPS TOTAL 5,964.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brian Hellmer Vice Preside | OfficerTrustee | 1 | $0 |
Katherine S Brewin President | OfficerTrustee | 1 | $0 |
Laura J Gossman Secretary | OfficerTrustee | 1 | $0 |
Rebecca Pace Treasurer | OfficerTrustee | 1 | $0 |
Vicki Pratt Assistant Se | OfficerTrustee | 1 | $0 |
Christopher Franklin Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $72,362 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $147,125 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $219,487 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $137,291 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $10,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $134 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,925 |
| All other expenses | $0 |
| Total functional expenses | $149,850 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $20,168 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $4,111,226 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $13,497 |
| Total assets | $4,144,891 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $3,515,531 |
| Net assets with donor restrictions | $629,360 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,144,891 |
Grants Awarded
Over the last fiscal year, Midwest Unitarian Universalist Foundation has awarded $137,291 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
MIDWEST UNITARIAN UNIVERSALIST CONF PURPOSE: GRANTS TO THE MIDAME | $131,327 |
Chicago, IL PURPOSE: TO PROVIDE SCHOLARSH | $5,964 |
Endowment Analysis
| Beg. Balance | $620,606 |
| Earnings | $31,273 |
| Other Expense | $22,159 |
| Ending Balance | $629,360 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Teamster Members Retirement Plan Carol Stream, IL | $851,661,289 | $51,507,103 |
Pds Veba Tr Des Moines, IA | $73,948 | $67,610,972 |
Ipers Galleria North Tower I Inc Chicago, IL | $136,909,947 | $12,697,770 |
Ipers Rivergate Inc Chicago, IL | $61,988,066 | $6,383,290 |
Village Discount Outlet Participant Benefit Trust Blue Island, IL | $126,653 | $881,980 |
Midwest Unitarian Universalist Foundation Chicago, IL | $4,144,891 | $219,487 |
Irwin Management Company Inc Voluntary Employee Beneficiary Evansville, IN | $2,110,442 | $233,241 |