UNITED WAY OF MARSHALL COUNTY INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

RODNEY JACOBS

Phone

5749363366

Tax Period

2022-07-01 to 2023-06-30

UNITED WAY OF MARSHALL COUNTY INC, founded in 1960, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $442K in total revenue in fiscal year 2022. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $492K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF MARSHALL COUNTY COMMUNITIES TO ADVANCE THE COMMON GOOD, HELPING FAMILIES AND INDIVIDUALS ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY AND HEALTHY LIVES.

Program Service Accomplishments

Program 1

Expenses: $124,013 Revenue: $1,702

THE UNITED WAY OF MARSHALL COUNTY, INC. CONDUCTS COUNTY-WIDE FUNDRAISING EFFORTS ANNUALLY TO SUPPORT OTHER LOCAL AGENCIES AND SERVICE PROVIDERS THAT ADDRESS HEALTH AND HUMAN SERVICES NEEDS IN...

THE UNITED WAY OF MARSHALL COUNTY, INC. CONDUCTS COUNTY-WIDE FUNDRAISING EFFORTS ANNUALLY TO SUPPORT OTHER LOCAL AGENCIES AND SERVICE PROVIDERS THAT ADDRESS HEALTH AND HUMAN SERVICES NEEDS IN MARSHALL COUNTY, INDIANA. THE ORGANIZATION IS DEDICATED TO PROVIDING FUNDS FOR CHARITABLE, EDUCATIONAL, AND PHILANTHROPIC PURPOSES.

Program 2

Expenses: $184,632

THE UNITED WAY OF MARSHALL COUNTY, INC. RECEIVED GRANTS AND DONATIONS IN RESPONSE TO AN OVERWHELMING NEED FOR DISASTER RELIEF. THE UNITED WAY OF MARSHALL COUNTY, INC. ADMINISTERED GRANTS AND...

THE UNITED WAY OF MARSHALL COUNTY, INC. RECEIVED GRANTS AND DONATIONS IN RESPONSE TO AN OVERWHELMING NEED FOR DISASTER RELIEF. THE UNITED WAY OF MARSHALL COUNTY, INC. ADMINISTERED GRANTS AND DONATIONS TO THE COMMUNITY TO ASSIST IN RECOVERING FROM THE ECONOMIC DEVASTATION OF MEASURES TO CONTROL THE SPREAD OF COVID-19 DURING A GLOBAL PANDEMIC.

Program 3

Expenses: $26,073

UNITED WAY OF MARSHALL COUNTY FORMED THE MARSHALL COUNTY EARLY CHILDHOOD COALITION AND RECEIVED CAPACITY-BUILDING GRANTS TO SUPPORT SEVEN CHILDCARE PROVIDERS INCLUDING PUBLIC SCHOOLS, CENTERS, AND...

UNITED WAY OF MARSHALL COUNTY FORMED THE MARSHALL COUNTY EARLY CHILDHOOD COALITION AND RECEIVED CAPACITY-BUILDING GRANTS TO SUPPORT SEVEN CHILDCARE PROVIDERS INCLUDING PUBLIC SCHOOLS, CENTERS, AND HOME-BASED PROGRAMS IN PROVIDING MORE SEATS FOR HIGH QUALITY PRESCHOOL THROUGH THE ON MY WAY PRE-K PROGRAM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $436,760

Program Service Revenue $1,702

Investment Income $90

Other Revenue $3,686

TOTAL REVENUE $442,238

Expense Breakdown

Grants Paid $283,038

Salaries & Benefits $126,918

Fundraising Expenses $51,670

Program Expenses $363,778

Other Expenses $82,537

TOTAL EXPENSES $492,493

Year-over-Year Comparison

	2022	2021	Change
Revenue	$442,238	$588,451	-0.2%
Expenses	$492,493	$578,328	-0.1%
Net Income	$-50,255	$10,123	-6.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$38,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY JACOBS	PRESIDENT	1.00	Officer Director	$0	$0	$0
TRACY FOX	SECRETARY	1.00	Officer Director	$0	$0	$0
AUSTIN DAVIS	TREASURER	1.00	Officer Director	$0	$0	$0
HOPE JORDAN AMOR	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BOYER	DIRECTOR	1.00	Director	$0	$0	$0
ANDY HARTLEY	DIRECTOR	1.00	Director	$0	$0	$0
GINNY MUNROE	DIRECTOR	1.00	Director	$0	$0	$0
JANET SURRISI	DIRECTOR	1.00	Director	$0	$0	$0
LINDA YODER	EXECUTIVE DI	16.00	Officer	$38,024	$0	$38,024

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$442,238	$492,493	$866,299	$-50,255
2022	$588,451	$578,328	$901,840	$10,123
2021	$454,866	$561,680	$973,862	$-106,814
2020	$1,167,442	$744,804	$1,106,247	$422,638
2019	$585,950	$472,865	$717,664	$113,085
2018	$468,976	$381,885	$588,643	$87,091