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Community Development : United Ways (Grantmaking)

United Way of Bartholomew County

Live united

four stars

97.00

1531 Thirteenth Street Suite 1100
Columbus, IN 47201
tel: (812) 376-3001   Web Site
EIN: 35-1132860

Board Leadership
Jennifer Manns
Chair

CEO
Mark Stewart
President

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 97.00 four stars
  Financial 97.02 four stars
  Accountability & Transparency 97.00 four stars
This rating was published 09/01/2017 using data provided by the charity on a consolidated pro forma 990 which was verified against 990s received from the IRS.

The mission of United Way of Bartholomew County is to encourage and lead the people of our community to care for each other and share resources in order to meet human needs and to create lasting changes. United Way of Bartholomew County invests its resources in four focus areas to make the greatest impact and improve lives: developing children and youth, strengthening families, providing emergency services and serving seniors and those with special needs. United Way of Bartholomew County supports 29 different agencies that provide various services and programs to those in need.

The mission of United Way of Bartholomew County is to encourage and lead the people of our community to care for each other and share resources in order to meet human needs and to create lasting changes. United Way of Bartholomew County invests its resources in four focus areas to make the greatest impact and improve lives: developing children and youth, strengthening families, providing emergency services and serving seniors and those with special needs. United Way of Bartholomew County supports 29 different agencies that provide various services and programs to those in need.

Results Information

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Financial

four stars

97.02

Accountability & Transparency

four stars

97.00

This rating was published 09/01/2017 and includes data from FY2015, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
89.7%
  Administrative Expenses 4.5%
  Fundraising Expenses 5.7%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 2.21
  Program Expenses Growth 9.5%
  Liabilities to Assets 27.2%
All data for Financial Performance Metrics calculations was provided by United Way of Bartholomew County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Bartholomew County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Bartholomew County (IN) 97.00 four stars
United Way of Kosciusko County (IN) 86.19 three stars
United Way of the Columbia-Willamette (OR) 85.48 three stars
United Way of Tucson and Southern Arizona (AZ) 87.44 three stars
United Way of Southwest Alabama (AL) 85.01 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,167,343
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $320,460
Total Contributions $3,487,803
   Program Service Revenue $0
Total Primary Revenue $3,487,803
   Other Revenue $-157,476
TOTAL REVENUE $3,330,327
   
EXPENSES  
   Program Expenses $2,943,657
   Administrative Expenses $178,113
   Fundraising Expenses $245,873
TOTAL FUNCTIONAL EXPENSES $3,367,643
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-37,316
   
Net Assets $7,059,328

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grants and Support $2,555,258 86.8%
Americorps $217,934 7.4%
211 $170,465 5.8%

Ratings History
United Way of Bartholomew County has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 09/01/2017 97.00 four stars
2014-12 12/01/2016 93.67 four stars
2013-12 06/01/2016 98.23 four stars
 
CN 2.0
2013-12 07/01/2015 92.47 four stars
2012-12 10/01/2014 83.27 three stars
2011-12 04/01/2013 92.06 four stars
2010-12 08/01/2012 78.43 two stars
2009-12 09/20/2011 82.99 three stars
 
CN 1.0
2009-12 07/01/2011 90.27 four stars
2008-12 07/01/2010 74.56 two stars
2007-12 05/01/2009 73.48 two stars
2006-12 04/01/2008 74.69 two stars
2005-12 06/01/2007 81.70 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 35-1132860
Name in IRS Master File UNITED WAY OF BARTHOLOMEW COUNTY INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date July, 1967
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012
  • December, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$112,006 3.32% Mark Stewart President

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Bartholomew County (IN) 97.00 four stars
Valley of the Sun United Way (AZ) 87.30 three stars
United Way of East Central Iowa (IA) 90.71 four stars
Great Rivers United Way (WI) 86.45 three stars
United Way of the Greater Capital Region (NY) 85.21 three stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Note: This rating represents consolidated financial data for these organizations:

  • United Way of Bartholomew County
  • United Way Center of Bartholomew (26-4407840)

Charity Contact Info

United Way of Bartholomew County
1531 Thirteenth Street
Suite 1100
Columbus, IN 47201
tel: (812) 376-3001
fax: (812) 376-0019
EIN: 35-1132860

Visit Web Site

Board Leadership

Jennifer Manns
Chair

CEO

Mark Stewart
President

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