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Community Development : United Ways (Grantmaking)

Shelby County United Way

Live United

three stars

88.02

232 South Ohio Avenue P.O. Box 751
Sidney, OH 45365
tel: (937) 492-2101   Web Site
EIN: 34-4473288

Board Leadership
Mike Lochard
President

CEO
Scott Barr
Executive Director

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 88.02 three stars
  Financial 87.13 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 06/01/2018 and includes data from FY2017, the most recent 990 received at that time.

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.

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.

Financial

three stars

87.13

Accountability & Transparency

three stars

89.00

This rating was published 06/01/2018 and includes data from FY2017, 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)
86.6%
  Administrative Expenses 6.7%
  Fundraising Expenses 6.6%
  Fundraising Efficiency $0.07
  Working Capital Ratio (years) 0.71
  Program Expenses Growth -0.9%
  Liabilities to Assets 50.7%
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) 88.02 three stars
United Way of Thurston County (WA) 85.64 three stars
United Way of West Alabama (AL) 86.87 three stars
Centre County United Way (PA) 91.96 four stars
United Way of Hampshire County (MA) 88.22 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,304,038
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,304,038
   Program Service Revenue $0
Total Primary Revenue $1,304,038
   Other Revenue $87,956
TOTAL REVENUE $1,391,994
   
EXPENSES  
   Program Expenses $1,244,073
   Administrative Expenses $101,305
   Fundraising Expenses $95,231
TOTAL FUNCTIONAL EXPENSES $1,440,609
   
Payments to Affiliates $13,964
Excess (or Deficit) for the year $-48,615
   
Net Assets $1,066,670

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 $1,244,073 100.0%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 06/01/2018 88.02 three stars
2016-06 06/01/2017 85.80 three stars
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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

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
$65,920 4.57% Scott Barr Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Shelby County United Way (OH) 88.02 three stars
United Way of Benton and Franklin Counties (WA) 86.94 three stars
United Way of Monterey County (CA) 87.67 three stars
United Way of Greater Rochester (NY) 93.29 four stars
United Way of Ulster County (NY) 85.26 three stars

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Charity Contact Info

Shelby County United Way
232 South Ohio Avenue
P.O. Box 751
Sidney, OH 45365
tel: (937) 492-2101
fax: (937) 492-1552
EIN: 34-4473288

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Board Leadership

Mike Lochard
President

CEO

Scott Barr
Executive Director

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