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Community Development : United Ways (Grantmaking/Grants Payable)

Heart of Indiana United Way

Live United

93.50

400 North High Street Suite 300
Muncie, IN 47305
tel: (765) 288-5586   Web Site
EIN: 35-0996148

Board Leadership
Scott Deetz
Board Chair

CEO
Jenni Marsh
President, CEO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 93.50
  Financial 90.82
  Accountability & Transparency 100.00
This rating was published 03/01/2021 and includes data from FY2019, the most recent 990 received at that time.

The Heart of Indiana United Way looks to improve the quality of life in our five targeted communities by engaging people and organizations to advance education, financial stability and access to quality health care.

Heart of Indiana United Way was established in July of 2021 when two organizations, the United Way of Madison County (which also serves Fayette County) and the United Way of Delaware, Henry & Randolph Counties, joined forces to transform and improve more lives inIndiana.

The Heart of Indiana United Way looks to improve the quality of life in our five targeted communities by engaging people and organizations to advance education, financial stability and access to quality health care.

Heart of Indiana United Way was established in July of 2021 when two organizations, the United Way of Madison County (which also serves Fayette County) and the United Way of Delaware, Henry & Randolph Counties, joined forces to transform and improve more lives inIndiana.

Financial

90.82

Accountability & Transparency

100.00

This rating was published 03/01/2021 and includes data from FY2019, 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)
82.0%
  Administrative Expenses 9.5%
  Fundraising Expenses 8.4%
  Fundraising Efficiency $0.09
  Working Capital Ratio (years) 1.34
  Program Expenses Growth -0.3%
  Liabilities to Assets 26.3%
All data for Financial Performance Metrics calculations was provided by Heart of Indiana United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Heart of Indiana United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Heart of Indiana United Way (IN) 93.50
United Way of the Greater Lehigh Valley (PA) 95.47
United Way of East Central Alabama (AL) 100.00
United Way of Bucks County (PA) 92.02
United Way of Greater Knoxville (TN) 88.31

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,478,068
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,478,068
   Program Service Revenue $11,220
Total Primary Revenue $1,489,288
   Other Revenue $64,636
TOTAL REVENUE $1,553,924
   
EXPENSES  
   Program Expenses $1,387,053
   Administrative Expenses $160,602
   Fundraising Expenses $152,322
TOTAL FUNCTIONAL EXPENSES $1,699,977
   
Payments to Affiliates $14,807
Excess (or Deficit) for the year $-146,053
   
Net Assets $2,725,116

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.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History
Heart of Indiana 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 03/01/2021 93.50
2019-06 02/01/2021 92.91
2018-06 02/01/2020 90.56
2017-06 12/01/2018 90.39
2016-06 02/01/2018 86.48
2015-06 11/01/2016 86.38
2014-06 06/01/2016 86.51
 
CN 2.0
2014-06 11/01/2015 79.37
2013-06 05/01/2015 79.49
2012-06 04/01/2014 79.97

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 35-0996148
Name in IRS Master File UNITED WAY OF DELAWARE COUNTY 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.
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 June, 1958
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
Compensation % of Expenses Paid to Title
$92,069 5.41% Jennifer Marsh Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Heart of Indiana United Way (IN) 93.50
United Way of Richland County (OH) 87.29
Heart of Missouri United Way (MO) 91.31
United Way of Olmsted County (MN) 89.37
United Way of Racine County (WI) 87.50

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Heart of Indiana United Way
400 North High Street
Suite 300
Muncie, IN 47305
tel: (765) 288-5586
fax: (765) 288-5588
EIN: 35-0996148

Mail donations to:
P.O. Box 968
Muncie, IN 47308

Visit Web Site

Board Leadership

Scott Deetz
Board Chair

CEO

Jenni Marsh
President, CEO

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