United Way of Greater Lafayette

Nonprofit profile at a glance

EIN
350891621
IRS 990 coverage
2013–2025
Forms available
Form 990 2025
Location
Lafayette, IN, USA
Phone
7657429077
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$5,357,610
Expenses
$5,587,972
Assets
$12,531,537
Liabilities
$3,650,583

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

Leadership & pay

31 people listed

Executive titles in this filing

  • DAVID BATHE (CEO)
  • AARON BAUTE (PRESIDENT)

Highest reported compensation

  • DAVID BATHE (CEO): $161,472 total reported compensation
  • JENNIFER MILLION (COO): $140,144 total reported compensation

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

Overview

Mission

Mission - mobilizing our community to action so all can thrive vision - for over 100 years, we have partnered with local nonprofits, businesses, community leaders, donors and volunteers to create solutions that address the most complex challenges that no single person or organization can solve alone. True to our founding spirit, whenever there is a need in our community, united way is there. We bring a comprehensive approach to every challenge, actively listening and responding to local needs. From strengthening local resilience to advancing health, youth opportunity, and financial security, we're working towards a future where every person can thrive. Goal - every person thriving in greater lafayette and montgomery county. The united way of greater lafayette leads the community to empower every person to discover and pursue their path to success. We do this by aligning resources along the cradle to career commitment. We bring people, organizations and community resources together to d

What it reported doing in 2025

United way of greater lafayette's community investments seek to align our resources with the strategic goals of our cradle to career commitment and basic needs services. Committees of committed volunteers visit and review each of our partner organizations to ensure that donations are being used in the most effective way. The following funding guidelines have been established by the board of directors. 1.)does the program align with strategic goals? 2.)does the program provide measurable outcomes? 3.)does the program collaborate with other organizations? 4.)does the program avoid duplication of services? 5.)is the agency financially sound and maintaining appropriate controls?

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 85% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - 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: 79
  • Transparency & Controls: 76
  • Accountability: 100
  • Sustainability: 35
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.6%; rating input score 86
  • Program expense ratio: 81.5%; rating input score 81
  • Fundraising efficiency: $10.18 raised per $1 spent on fundraising; rating input score 36; 36th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 18th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 95.9%; rating input score 96; 36th 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: 9 of 9 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: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -4.3%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 2.24; rating input score 61; 61st percentile among comparable filings
  • Liabilities to assets ratio: 0.29; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 5.4%; rating input score 54; 54th percentile among comparable filings

Growth

  • Program expense growth: -0.7% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: -0.1% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: 0.9% per year; rating input score 100; 13th percentile among comparable filings

Details

  • Where the money goes: 85.6% of revenue deployed · 81.5% of spending went to programs
  • Governance: 28 of 28 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $4.6M in reported program spending
  • Leadership: top reported pay $161K · 31 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2013 to 2025
  • Contacts: How to reach this organization
  • Money network: 55 filed money-flow records
  • Related organizations: 48 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Moderate — Financial Efficiency: Fundraising efficiency scored 36/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 16/100.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 54/100.