UNITED WAY OF MARSHALL COUNTY INC

EIN: 237220922 501(c)(3) Philanthropy & Grantmaking

PLYMOUTH, IN

Total Revenue
$442,238
Total Expenses
$492,493
Total Assets
$866,299
Net Assets
$643,103
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
IN
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

UNITED WAY OF MARSHALL COUNTY, INC. SERVES AS A LINK BETWEEN DONORS AND THE COMMUNITY OF MARSHALL COUNTY, INDIANA THROUGH WHICH INDIVIDUALS AND ORGANIZATIONS MAY SHARE THEIR RESOURCES IN ORDER TO ENHANCE THE QUALITY OF LIFE. UNITED WAY IS LOCALLY OWNED AND LOCALLY GOVERNED AND IS SUPPORTED PRIMARILY THROUGH DONOR CONTRIBUTIONS AND FUNDRAISING ACTIVITIES.

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Trantor Score

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

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

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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
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Financial Health Indicators

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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
7
Volunteers
60

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
4
$38,024
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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