Shelby County United Way

Nonprofit profile at a glance

EIN
344473288
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Sidney, OH, USA
Phone
9374922101
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$1,577,688
Expenses
$1,517,214
Assets
$2,321,215
Liabilities
$1,140,718

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Highest reported compensation

  • KARLA YOUNG (EXECUTIVE DI): $117,192 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

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: [email protected] 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

Operating model

Revenue model
Donor-supported. 92% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 92% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 94
  • Accountability: 100
  • Sustainability: 46
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.4%; rating input score 78
  • Program expense ratio: 79.9%; rating input score 80
  • Fundraising efficiency: $8.85 raised per $1 spent on fundraising; rating input score 34; 34th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 3.8%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 1.53; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.49; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 7.7%; rating input score 44; 44th percentile among comparable filings

Growth

  • Program expense growth: -0.4% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: 1.2% per year; rating input score 100; 20th percentile among comparable filings
  • Asset growth: -0.9% per year; rating input score 0; 15th percentile among comparable filings

Details

  • Where the money goes: 78.4% of revenue deployed · 79.9% of spending went to programs
  • Governance: 20 of 20 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.2M in reported program spending
  • Leadership: top reported pay $117K · 23 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 32 filed money-flow records
  • Related organizations: 24 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 34/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.
  • Moderate — Sustainability: Officer compensation ratio scored 44/100.