Disable all preview features

Community Development : United Ways (Grantmaking/Grants Payable)

Shelby County United Way

Live United

four stars

94.39

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

Board Leadership
Allen Bertke
Chair

CEO
Scott Barr
President/CEO

 
 
  Score
(out of 100) 		Rating
Overall Score & Rating 94.39 four stars
  Financial 92.07 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 06/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?

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

data icon
GuideStar is Charity Navigator's trusted partner in sharing information on how this organization seeks impact.  GuideStar has recognized this organization with a Platinum Seal of Transparency for voluntarily and publicly sharing information about how they measure their progress and results.  Learn More about Impact Information.
Reported Results
Total in 2019
Number of children county wide enrolled in Imagination Library
2,422
Percent of children under age 5 in Shelby County enrolled in Imagination Library
69
This organization has earned a GuideStar's Platinum Seal of Transparency by voluntarily sharing the measures of progress and results they use to pursue their mission. Organizations earn Platinum Seals by selecting from a catalog of over 900 expert recognized metrics or by creating a new metric that best fits their work. This information is reported by the organization and displayed publicly on their GuideStar Nonprofit Profile. With over 1.6 million Nonprofit Profiles, 9 million annual visitors and over 200 data partners, GuideStar is the world's leading source of information about nonprofit organizations. A nonprofit itself, GuideStar is dedicated to providing better data for better decisions for a better world.
This impact information is current as of August 2020, 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.

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

Financial

four stars

92.07

Accountability & Transparency

four stars

100.00

This rating was published 06/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 86.8%
  Administrative Expenses 6.7%
  Fundraising Expenses 6.4%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 0.92
  Program Expenses Growth < 0.1%
  Liabilities to Assets 44.0%
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.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Shelby County United Way (OH) 94.39 four stars
United Way of Coastal Georgia (GA) 89.50 three stars
United Way of York County, Pennsylvania (PA) 96.11 four stars
United Way of Miami-Dade (FL) 92.16 four stars
United Way of Baldwin County (AL) 97.32 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,473,886
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,473,886
   Program Service Revenue $0
Total Primary Revenue $1,473,886
   Other Revenue $54,480
TOTAL REVENUE $1,528,366
   
EXPENSES  
   Program Expenses $1,291,963
   Administrative Expenses $94,322
   Fundraising Expenses $96,826
TOTAL FUNCTIONAL EXPENSES $1,483,111
   
Payments to Affiliates $14,320
Excess (or Deficit) for the year $45,255
   
Net Assets $1,336,951

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 $1,291,963 100.0%

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
2019-06 06/01/2020 94.39 four stars
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
$66,835 4.50% Scott Barr Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Shelby County United Way (OH) 94.39 four stars
United Way of Florence County (SC) 88.08 three stars
Valley of the Sun United Way (AZ) 91.99 four stars
United Way of Passaic County (NJ) 90.46 four stars
United Way of Greater New Bedford (MA) 92.74 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
P.O. Box 751
Sidney, OH 45365
tel: (937) 492-2101
fax: (937) 492-1552
EIN: 34-4473288

Visit Web Site

Board Leadership

Allen Bertke
Chair

CEO

Scott Barr
President/CEO

please wait...

    • I want to donate to Shelby County United Way

      $
      next

    • Frequency

      back
      next

    • Would you like us to email someone and CC you?

      This email identifies you as the donor but does not specify the amount of your gift.
      back
    A donation of to has been added to your Giving Basket!

    Basket Total:
    Check Out Now or Continue Researching

Join Our Mailing List

Join over 400,000 other informed givers and get updates on charity ratings, new features, hot topics, and tips for donating.

As seen on