Steuben County United Way Inc

Nonprofit profile at a glance

EIN
237168857
IRS 990-EZ coverage
2016–2025
Forms available
Form 990 2024, Form 990-EZ 2025
Location
Elkhart, IN, USA
Phone
5742951650
Rating
43
Verdict
MIXED
Rating confidence
Moderate
Sector
Federated Giving Programs

Reported finances

Revenue
$21,828
Expenses
$48,681
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • JESSICA BIRD (EXECUTIVE DIRECTOR)
  • BRENT ALDRICH (PRESIDENT)
  • AJ WILSON (VICE PRESIDENT)

People named in this filing

  • JESSICA BIRD (EXECUTIVE DIRECTOR)
  • BRENT ALDRICH (PRESIDENT)
  • AJ WILSON (VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of steuben county united way is to gather, in an accountable manner, community resources to support agencies and programs that address basic health and human needs to improve the quality of life in steuben county.

What it reported doing in 2025

Steuben county united way is on a mission to transform the community by prioritizing education financial stability, and health living. The organization emphasizes early education through the dolly parton imagination library program, ensuring that children from birth to age 5 have a strong foundation in literacy.

Operating model

Revenue model
Donor-supported. 96% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 24
  • Transparency & Controls: 77
  • Sustainability: 10
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 31%; rating input score 31
  • Program expense ratio: 12.6%; rating input score 13

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 3rd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -123%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 3; 3rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -13.7% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: -5% per year; rating input score 0; 34th percentile among comparable filings
  • Asset growth: -7.2% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 31% of revenue deployed · 12.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $6K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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: Mission deployment rate scored 31/100.
  • High — Financial Efficiency: Program expense ratio scored 13/100.
  • High — Sustainability: Operating margin scored 6/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 3/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.