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Community Development : United Ways (Fundraising)

Shelby County United Way

Live United

four stars

92.25

232 South Ohio Avenue Sidney, OH 45365
tel: (937) 492-2101   Web Site
EIN: 34-4473288

Board Leadership
Joshua Koltak
President

CEO
Scott Barr
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 92.25 four stars
  Financial 89.81 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 06/01/2016 and includes data from FY2015, the most recent 990 received at that time.

Learn more about how we calculate the overall score and rating.

Financial

three stars

89.81

Accountability & Transparency

four stars

96.00

This rating was published 06/01/2016 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)
86.7%
  Administrative Expenses 6.3%
  Fundraising Expenses 6.9%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 0.86
  Program Expenses Growth 3.3%
  Liabilities to Assets 45.3%
All data for Financial Performance Metrics calculations was provided by Shelby County United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Shelby County United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Shelby County United Way (OH) 92.25 four stars
United Way of Utah County (UT) 87.05 three stars
United Way of Hunterdon County (NJ) 85.42 three stars
United Way of Greater Kansas City (MO) 85.82 three stars
United Way of Porter County (IN) 89.50 three stars

Compare These Charities (Highly Rated)

Shelby County United Way, Inc. conducts an annual fundraising 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.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,415,623
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,415,623
   Program Service Revenue $0
Total Primary Revenue $1,415,623
   Other Revenue $52,691
TOTAL REVENUE $1,468,314
   
EXPENSES  
   Program Expenses $1,328,001
   Administrative Expenses $98,760
   Fundraising Expenses $98,852
TOTAL FUNCTIONAL EXPENSES $1,525,613
   
Payments to Affiliates $13,049
Excess (or Deficit) for the year $-57,299
   
Net Assets $1,290,374

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
Distribution of Funds $1,328,001 100.0%

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

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 06/01/2016 92.25 four stars
 
CN 2.0
2015-06 04/01/2016 91.67 four stars
2014-06 11/01/2015 91.73 four stars
2014-06 10/01/2015 90.39 four stars
2013-06 05/01/2014 92.54 four stars
2012-06 11/01/2013 88.05 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 34-4473288
Name in IRS Master File SHELBY COUNTY UNITED WAY INC
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (602) Gifts, grants, or loans to other organizations
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 December, 1970
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012

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
$67,123 4.39% Scott Barr Executive Director

Shelby County United Way, Inc. conducts an annual fundraising 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.

Highly Rated

Charity Name & State Overall Score Overall Rating
Shelby County United Way (OH) 92.25 four stars
United Way of Lackawanna and Wayne Counties (PA) 92.51 four stars
United Way of Greater Toledo (OH) 87.68 three stars
United Way of Metropolitan Chicago (IL) 86.02 three stars
United Way of the Coastal Bend (TX) 95.05 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Shelby County United Way
232 South Ohio Avenue
Sidney, OH 45365
tel: (937) 492-2101
fax: (937) 492-1552
EIN: 34-4473288

Mail donations to:
P.O. Box 751
Sidney, OH 45365

Visit Web Site

Board Leadership

Joshua Koltak
President

CEO

Scott Barr
Executive Director

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