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Community Development : United Ways (Grantmaking/Grants Payable)

Shelby County United Way

Live United

92.95

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

Charity Navigator

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  Score
(out of 100)
Rating
Overall Score & Rating 92.95
  Financial 90.88
  Accountability & Transparency 96.00
This rating was published 11/01/2021 and includes data from FY2020, 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

90.88

Accountability & Transparency

96.00

This rating was published 11/01/2021 and includes data from FY2020, 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 6.8%
  Fundraising Expenses 6.4%
  Fundraising Efficiency $0.06
  Working Capital Ratio (years) 0.93
  Program Expenses Growth -2.1%
  Liabilities to Assets 40.5%
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) 92.95
United Way of Santa Barbara County (CA) 95.19
Tulsa Area United Way (OK) 90.22
United Way of Greater Baytown Area & Chambers County (TX) 95.47
United Way of Bay County (MI) 90.25

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,221,379
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,221,379
   Program Service Revenue $0
Total Primary Revenue $1,221,379
   Other Revenue $79,245
TOTAL REVENUE $1,300,624
   
EXPENSES  
   Program Expenses $1,166,778
   Administrative Expenses $101,352
   Fundraising Expenses $91,094
TOTAL FUNCTIONAL EXPENSES $1,359,224
   
Payments to Affiliates $13,897
Excess (or Deficit) for the year $-58,600
   
Net Assets $1,324,806

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 $1,166,778 100.0%

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

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2020-06 11/01/2021 92.95
2020-06 09/01/2021 91.42
2019-06 06/01/2020 94.39
2018-06 07/01/2019 93.21
2017-06 02/01/2019 92.66
2017-06 12/01/2018 92.14
2017-06 06/01/2018 88.02
2016-06 06/01/2017 85.80
2015-06 06/01/2016 92.25
 
CN 2.0
2015-06 04/01/2016 91.67
2014-06 11/01/2015 91.73
2014-06 10/01/2015 90.39
2013-06 05/01/2014 92.54
2012-06 11/01/2013 88.05

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
None reported -- Scott Barr Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Shelby County United Way (OH) 92.95
United Way of York County, Pennsylvania (PA) 96.11
United Way of Greater Charlottesville (VA) 91.71
United Way of Southern Maine (ME) 93.08
United Way of Central Ohio (OH) 87.34

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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

Visit Web Site

Board Leadership

Allen Bertke
Chair

CEO

Scott Barr
President, CEO

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