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Community Development : United Ways (Grantmaking)

United Way of Union County

Live United

four stars

90.72

648 Clymer Road Suite 120
Marysville, OH 43040
tel: (937) 644-8381   Web Site
EIN: 31-0682004

Board Leadership
Sherri Coleman
President

CEO
Shari Marsh
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 90.72 four stars
  Financial 86.88 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 03/01/2017 and includes data from FY2015, the most recent 990 received at that time.

Founded in 1958, United Way of Union County works to bring neighbors together to improve lives. Together with our Member Agencies and other community partners, we're working to meet the basic needs of our neighbors and to enhance the quality of life for all in Union County. More than just a fundraiser, United Way collaborates with local businesses, government, non-profits, and individuals to solve pressing social service issues - large and small. From working to establish a safety net for those in danger of losing their housing to ensuring that children have the opportunity to participate in recreational activities, United Way is at the forefront of making an impact in areas that need it the most.

Founded in 1958, United Way of Union County works to bring neighbors together to improve lives. Together with our Member Agencies and other community partners, we're working to meet the basic needs of our neighbors and to enhance the quality of life for all in Union County. More than just a fundraiser, United Way collaborates with local businesses, government, non-profits, and individuals to solve pressing social service issues - large and small. From working to establish a safety net for those in danger of losing their housing to ensuring that children have the opportunity to participate in recreational activities, United Way is at the forefront of making an impact in areas that need it the most.

Financial

three stars

86.88

Accountability & Transparency

four stars

100.00

This rating was published 03/01/2017 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)
80.2%
  Administrative Expenses 5.4%
  Fundraising Expenses 14.3%
  Fundraising Efficiency $0.13
  Working Capital Ratio (years) 1.14
  Program Expenses Growth 3.3%
  Liabilities to Assets 14.1%
All data for Financial Performance Metrics calculations was provided by United Way of Union County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Union County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Union County (OH) 90.72 four stars
United Way of Central Louisiana (LA) 91.00 four stars
United Way of York County, Maine (ME) 92.44 four stars
United Way of Gloucester County (NJ) 90.93 four stars
United Way of Hunterdon County (NJ) 85.42 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,050,390
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,050,390
   Program Service Revenue $0
Total Primary Revenue $1,050,390
   Other Revenue $3,046
TOTAL REVENUE $1,053,436
   
EXPENSES  
   Program Expenses $725,465
   Administrative Expenses $49,369
   Fundraising Expenses $130,873
TOTAL FUNCTIONAL EXPENSES $905,707
   
Payments to Affiliates $0
Excess (or Deficit) for the year $147,729
   
Net Assets $1,035,558

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
Investing in the Community $713,289 98.3%
Donor Designation $8,157 1.1%
Community Collaboration $4,019 0.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-12 03/01/2017 90.72 four stars
2015-12 02/01/2017 90.30 four stars
2014-12 06/01/2016 89.18 three stars
 
CN 2.0
2014-12 12/22/2015 86.53 three stars
2014-12 12/01/2015 84.72 three stars
2013-12 07/01/2015 88.21 three stars
2012-12 12/01/2014 89.41 three stars
2012-12 02/01/2014 87.76 three stars
2011-12 03/01/2013 83.59 three stars
2010-12 03/01/2012 80.82 three stars
2009-12 09/20/2011 82.26 three stars
 
CN 1.0
2009-12 04/01/2011 86.28 three stars
2008-12 05/01/2010 79.74 two stars
2007-12 02/01/2009 80.08 three stars
2006-12 12/01/2007 82.75 three stars
2005-12 10/01/2006 92.84 four stars
2004-12 12/01/2005 95.84 four 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 31-0682004
Name in IRS Master File UNITED WAY OF UNION 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 April, 1960
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).

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Compensation % of Expenses Paid to Title
$63,186 6.97% Shari Marsh Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Union County (OH) 90.72 four stars
United Way of Rutherford and Cannon Counties (TN) 89.13 three stars
United Way of Gloucester County (NJ) 90.93 four stars
Capital Area United Way, Louisiana (LA) 89.92 three stars
United Way of Massachusetts Bay and Merrimack Valley (MA) 88.99 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

United Way of Union County
648 Clymer Road
Suite 120
Marysville, OH 43040
tel: (937) 644-8381
fax: (937) 303-4168
EIN: 31-0682004

Visit Web Site

Board Leadership

Sherri Coleman
President

CEO

Shari Marsh
Executive Director

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