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Community Development : United Ways (Grantmaking/Grants Payable)

Shelby County United Way

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Impact Information is available from our partner, GuideStar

four stars

93.21

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

Board Leadership
Adam Koenig
Board President

CEO
Scott Barr
President

  Score
(out of 100)
Rating
Overall Score & Rating 93.21 four stars
  Financial 90.40 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, 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.

Impact Information

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This impact information is current as of July 2019, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

four stars

90.40

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2019 and includes data from FY2018, 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)
86.5%
  Administrative Expenses 6.8%
  Fundraising Expenses 6.5%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 0.87
  Program Expenses Growth -2.6%
  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) 93.21 four stars
Mesa United Way (AZ) 95.47 four stars
The United Way of Greater Waterbury (CT) 91.16 four stars
United Way of Coastal Fairfield County (CT) 89.11 three stars
United Way of Northern Utah (UT) 92.02 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,533,166
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,533,166
   Program Service Revenue $0
Total Primary Revenue $1,533,166
   Other Revenue $51,977
TOTAL REVENUE $1,585,143
   
EXPENSES  
   Program Expenses $1,227,283
   Administrative Expenses $95,364
   Fundraising Expenses $88,456
TOTAL FUNCTIONAL EXPENSES $1,411,103
   
Payments to Affiliates $13,387
Excess (or Deficit) for the year $174,040
   
Net Assets $1,269,776

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 $1,227,283 100.0%

Ratings History
Shelby County United Way has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 93.21 four stars
2017-06 02/01/2019 92.66 four stars
2017-06 12/01/2018 92.14 four stars
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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$68,532 4.85% Scott Barr Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Shelby County United Way (OH) 93.21 four stars
United Way of Kosciusko County (IN) 90.94 four stars
United Way of South Hampton Roads (VA) 91.57 four stars
United Way of Treasure Valley (ID) 95.15 four stars
United Way of Odessa (TX) 88.03 three stars

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This charity has an official representative registered with Charity Navigator.

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

Adam Koenig
Board President

CEO

Scott Barr
President

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