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Community Development : United Ways (Grantmaking/Grants Payable)

United Way of Southwestern Indiana

LIVE UNITED

three stars

88.73

318 Main Street, Suite 504 Evansville, IN 47708
tel: (812) 422-4100   Web Site
EIN: 35-0868069

Board Leadership
Tricia Hollander Henning
Chair

CEO
Amy Canterbury
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 88.73 three stars
  Financial 88.48 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 07/01/2020 and includes data from FY2018, the most recent 990 received at that time.

The mission of the United Way of Southwestern Indiana is to improve lives by mobilizing the caring power of communities. United Way is focusing on the building blocks of a good life for all - education, income and health. It takes all of us working together to build a stronger Southwestern Indiana. Everyone has something to offer. United Way connects people to opportunities to GIVE, ADVOCATE & VOLUNTEER.

The mission of the United Way of Southwestern Indiana is to improve lives by mobilizing the caring power of communities. United Way is focusing on the building blocks of a good life for all - education, income and health. It takes all of us working together to build a stronger Southwestern Indiana. Everyone has something to offer. United Way connects people to opportunities to GIVE, ADVOCATE & VOLUNTEER.

Financial

three stars

88.48

Accountability & Transparency

three stars

89.00

This rating was published 07/01/2020 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)
83.6%
  Administrative Expenses 8.0%
  Fundraising Expenses 8.3%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 0.61
  Program Expenses Growth -0.6%
  Liabilities to Assets 40.8%
All data for Financial Performance Metrics calculations was provided by United Way of Southwestern Indiana on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Southwestern Indiana on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Southwestern Indiana (IN) 88.73 three stars
United Way of Southeastern Connecticut (CT) 93.41 four stars
United Way of Central New Mexico (NM) 87.62 three stars
United Way of Williamson County, TX (TX) 93.41 four stars
United Way of the Mid-Willamette Valley (OR) 85.84 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,065,319
   Federated Campaigns $46,273
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $4,111,592
   Program Service Revenue $5,061
Total Primary Revenue $4,116,653
   Other Revenue $95,678
TOTAL REVENUE $4,212,331
   
EXPENSES  
   Program Expenses $3,872,006
   Administrative Expenses $471,872
   Fundraising Expenses $535,223
TOTAL FUNCTIONAL EXPENSES $4,879,101
   
Payments to Affiliates $45,380
Excess (or Deficit) for the year $-666,770
   
Net Assets $3,350,746

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
Fund Distribution $3,489,601 90.1%
211 $168,628 4.4%
Early Child Development Coalition $28,694 0.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 07/01/2020 88.73 three stars
2017-12 03/01/2019 90.53 four stars
2016-12 12/01/2018 90.53 four stars
2015-12 06/01/2017 89.28 three stars
2014-12 06/01/2016 88.54 three stars
 
CN 2.0
2013-12 07/01/2015 85.27 three stars
2012-12 07/01/2014 87.56 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 35-0868069
Name in IRS Master File UNITED WAY OF SOUTHWESTERN INDIANA INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
(927) Fundraising
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 November, 1959
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$139,540 2.85% Amy Canterbury President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Southwestern Indiana (IN) 88.73 three stars
United Way of Steele County (MN) 93.93 four stars
United Way of York County, Pennsylvania (PA) 96.11 four stars
The United Way of Amarillo & Canyon (TX) 89.51 three stars
United Way of Anderson County - SC (SC) 90.52 four stars

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Charity Contact Info

United Way of Southwestern Indiana
318 Main Street, Suite 504
Evansville, IN 47708
tel: (812) 422-4100
fax: (812) 421-7474
EIN: 35-0868069

Mail donations to:
P.O. Box 18
Evansville, IN 47701

Visit Web Site

Board Leadership

Tricia Hollander Henning
Chair

CEO

Amy Canterbury
President & CEO

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