Shelby County United Way Inc
- Assets
- $2.0m
- Revenue
- $1.5m
- Investments
- $0.0
- Employees
- 4
- Location
- Sidney, OH
- Founding
- 12/1970
- Data as of
- 06/2022
- EIN
- 34-4473288
Organization Overview
Shelby County United Way Inc, operating under the name Shelby County United Way, is located in Sidney, OH. The organization was established in 1970. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, Shelby County United Way employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Shelby County United Way 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 06/2022, Shelby County United Way generated $1.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.6% each year. All expenses for the organization totaled $1.5m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Shelby County United Way has awarded 233 individual grants totaling $9,718,431. 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
SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: SBARR@SHELBYCOUNITEDWAY.ORG HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scott Barr Executive Di | Trustee | 40 | $77,250 |
Chad Hollinger Board Presid | OfficerTrustee | $0 | |
Nate Barhorst Board Member | Trustee | $0 | |
Kim Doak Board Member | Trustee | $0 | |
Alex Lochard Board Member | Trustee | $0 | |
Allen Bertke Past Preside | Trustee | $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 | $1,341,912 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,341,912 |
| Total Program Service Revenue | $0 |
| Investment income | $16,017 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $106,782 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,499,617 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $1,200,804 |
| 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. | $77,250 |
| Compensation of current officers, directors, key employees. | $28,583 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $46,346 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $28,123 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $21,164 |
| 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 | $5,492 |
| Information technology | $3,448 |
| Royalties | $0 |
| Occupancy | $27,144 |
| 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 | $19,108 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,255 |
| All other expenses | $0 |
| Total functional expenses | $1,465,908 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $45 |
| Savings and temporary cash investments | $1,008,918 |
| Pledges and grants receivable | $368,257 |
| 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 | $619,121 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $39,551 |
| Total assets | $2,035,892 |
| Accounts payable and accrued expenses | $98,571 |
| Grants payable | $944,000 |
| 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 | $2,984 |
| Total liabilities | $1,045,555 |
| Net assets without donor restrictions | $578,768 |
| Net assets with donor restrictions | $411,569 |
| 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 | $2,035,892 |
Grants Awarded
Over the last fiscal year, Shelby County United Way Inc has awarded $1,196,900 in support to 31 organizations.
| Grant Recipient | Amount |
|---|---|
Sidney, OH PURPOSE: FAMILY SERVICES | $90,000 |
AGENCY ALLOCATIONS | | | $86,399 |
Sidney, OH PURPOSE: HEALTH & WELL BEING | $75,000 |
Sidney, OH PURPOSE: FAMILY SERVICES | $70,000 |
Sidney, OH PURPOSE: PEOPLE IN CRISIS | $68,000 |
Sidney, OH PURPOSE: PEOPLE IN CRISIS | $60,000 |
Grants Recieved
Over the last fiscal year, we have identified 13 grants that Shelby County United Way Inc has recieved totaling $155,012.
| Awarding Organization | Amount |
|---|---|
The Community Foundation Of Shelby County Sidney, OH PURPOSE: COMUNITY SUPPORT | $54,655 |
Shelby County United Way Inc Sidney, OH PURPOSE: INVESTING IN COMMUNI | $39,412 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $13,065 |
Shelby County United Way Inc Sidney, OH PURPOSE: AGENCY SUPPORT | $10,547 |
Shelby County United Way Inc Sidney, OH PURPOSE: AGENCY SUPPORT | $10,026 |
Schwans Corporate Giving Foundation Marshall, MN PURPOSE: HONORING EMPLOYEE CAMPAIGN IN SIDNEY, OH | $8,637 |
Endowment Analysis
| Beg. Balance | $449,937 |
| Other Expense | $2,229 |
| Ending Balance | $452,166 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Youngstown Area Jewish Federation Youngstown, OH | $17,153,890 | $18,773,447 |
United Way Of Saginaw County Saginaw, MI | $5,861,014 | $15,211,110 |
United Way Of South Central Michigan Kalamazoo, MI | $21,915,676 | $10,619,393 |
Ramtell Inc Tell City, IN | $25,696,087 | $2,760,088 |
United Way Of Berks County Reading, PA | $37,493,734 | $14,271,656 |
Columbus Jewish Foundation Columbus, OH | $166,718,528 | $14,799,301 |
Jewish Federation Of Greater Indianapolis Inc Indianapolis, IN | $105,560,722 | $10,106,603 |
United Way Of Greater Toledo Toledo, OH | $26,573,866 | $11,242,567 |
United Way Of The Capital Region Enola, PA | $30,416,646 | $10,642,115 |
Jewish Community Of Louisville Inc Louisville, KY | $51,829,029 | $17,241,761 |
United Way Of Midland County Midland, MI | $18,815,763 | $12,494,265 |
United Way Of Southwestern Indiana Inc Evansville, IN | $5,892,582 | $5,859,250 |