Jefferson County United Way Inc
- Assets
- $504.9k
- Revenue
- $416.8k
- Investments
- $0.0
- Employees
- 3
- Location
- Madison, IN
- Founding
- 12/1960
- Data as of
- 12/2021
- EIN
- 35-6006467
Organization Overview
Jefferson County United Way Inc is located in Madison, IN. The organization was established in 1960. 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 12/2021, Jefferson County United Way Inc employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jefferson County United Way Inc 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 12/2021, Jefferson County United Way Inc generated $416.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $361.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Jefferson County United Way Inc has awarded 71 individual grants totaling $1,623,843. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
SOLICITING CONTRIBUTIONS TO ALLOCATE AMONG VARIOUS UNITED WAY AGENCIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY AGENCIES PROVIDE VALUABLE SERVICES TO THE COMMUNITY SUCH AS HELPING CHILDREN AND STRENGTHENING AND SUPPORTING FAMILIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sheila Coffin Executive Director | Officer | 40 | $48,000 |
Angie Pelson Treasurer | OfficerTrustee | 1 | $0 |
Jim Hickerson Vice President | OfficerTrustee | 1 | $0 |
Phillip Brittain President | OfficerTrustee | 1 | $0 |
Richard Geglein Director | Trustee | 1 | $0 |
Scott Castor Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $2,561 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $412,180 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $414,741 |
| Total Program Service Revenue | $0 |
| Investment income | $2,032 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $416,773 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $258,186 |
| 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. | $48,000 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,341 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,074 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $663 |
| Advertising and promotion | $400 |
| Office expenses | $3,618 |
| Information technology | $2,060 |
| Royalties | $0 |
| Occupancy | $5,100 |
| Travel | $61 |
| 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 | $601 |
| Insurance | $2,005 |
| All other expenses | $2,513 |
| Total functional expenses | $361,932 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $136,054 |
| Savings and temporary cash investments | $367,431 |
| 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 | $1,399 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $504,884 |
| Accounts payable and accrued expenses | $2,208 |
| 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 | $2,208 |
| Net assets without donor restrictions | $350,220 |
| Net assets with donor restrictions | $152,456 |
| 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 | $504,884 |
Grants Awarded
Over the last fiscal year, Jefferson County United Way Inc has awarded $257,304 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
SALVATION ARMY PURPOSE: MANKIND | $45,400 |
BOYS & GIRLS CLUB PURPOSE: YOUTH PROGRAMS | $45,100 |
GIRLS INC PURPOSE: INSPIRE GIRL | $23,575 |
HABITAT FOR HUMANITY PURPOSE: COVID-19 | $19,000 |
SWITZERLAND CO ECONOMIC DEVELOPMENT PURPOSE: ECONOMIC DEVELOPMENT | $18,560 |
RETIRED SENIOR VOLUNTEER PROGR PURPOSE: VOLUNTEERISM | $17,841 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Jefferson County United Way Inc has recieved totaling $143,517.
| Awarding Organization | Amount |
|---|---|
Indiana Association Of United Ways Incorporated Indianapolis, IN PURPOSE: COVID RELIEF | $126,962 |
Arvin Sango Foundation Inc Madison, IN PURPOSE: PLEDGE | $12,000 |
Yunker Foundation Inc Madison, IN PURPOSE: GENERAL DONATION | $4,500 |
Repp Associates Foundation Columbus, IN PURPOSE: SOCIAL SERVICES | $30 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $25 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Way Of Greater St Louis Inc Saint Louis, MO | $114,175,989 | $83,585,264 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
United Way Of Central Indiana Inc Indianapolis, IN | $217,442,591 | $59,941,831 |
United Way Of Metropolitan Chicago Inc Chicago, IL | $58,068,035 | $46,184,540 |
James Whitcomb Riley Memorial Association Indianapolis, IN | $429,029,854 | $68,543,198 |
Worldwide Inventory Network Inc St Louis, MO | $154,273,003 | $31,738,147 |
United Way Of Greater Kansas City Inc Kansas City, MO | $27,299,107 | $44,015,637 |
Metro United Way Inc Louisville, KY | $52,656,581 | $25,773,108 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $25,467,311 | $22,528,941 |
Indiana Association Of United Ways Incorporated Indianapolis, IN | $11,631,864 | $18,149,199 |