UNITED WAY OF WHITLEY COUNTY INC

EIN: 237300114 501(c)(3)

WARSAW, IN

Total Revenue
$415,425
Total Expenses
$328,794
Total Assets
$543,151
Net Assets
$532,472
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
IN
Principal Officer
JASON MEYER
Phone
5742692592
Tax Period
2019-07-01 to 2020-06-30

UNITED WAY OF WHITLEY COUNTY INC, founded in 1973, is a small nonprofit that reported $415K in total revenue in fiscal year 2019. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 21% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE IN WHITLEY COUNTY, INDIANA, BY FOCUSING ON ROOT CAUSES OF THE MOST SERIOUS PROBLEMS. WE BRING TOGETHER PEOPLE FROM ALL ACROSS THE COMMUNITY - PEOPLE FROM GOVERNMENT, BUSINESS, FAITH GROUPS, NONPROFITS AND ORDINARY CITIZENS TO TACKLE THESE ISSUES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $406,663
Program Service Revenue $0
Investment Income $3,386
Other Revenue $5,376
TOTAL REVENUE $415,425

Expense Breakdown

Grants Paid $6,324
Salaries & Benefits $105,192
Fundraising Expenses $18,959
Program Expenses $259,986
Other Expenses $217,278
TOTAL EXPENSES $328,794

Year-over-Year Comparison

2019 2018 Change
Revenue $415,425 $203,583 +1.0%
Expenses $328,794 $101,896 +2.2%
Net Income $86,631 $101,687 -0.1%
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
11
Independent Members
11
Employees
4
Volunteers
11

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
6
$48,924
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORETTA MOTTRAM EXECUTIVE DI 40.00
Officer
$42,075 $0 $42,075
DIANE MILLER EXECUTIVE DI 10.00
Officer
$3,914 $0 $3,914
JEFF BLEIJERVELD EXECUTIVE DI 20.00
Officer
$2,935 $0 $2,935
PETER ALLEN DIRECTOR 1.00
Director
$0 $0 $0
MARK GREEN DIRECTOR 1.00
Director
$0 $0 $0
JON SHEW II DIRECTOR 1.00
Director
$0 $0 $0
DON MOCKLER DIRECTOR 1.00
Director
$0 $0 $0
LORI SHIPMAN DIRECTOR 1.00
Director
$0 $0 $0
DAVID SMITH DIRECTOR 1.00
Director
$0 $0 $0
DANE STARKEY DIRECTOR 1.00
Director
$0 $0 $0
MARTHA WALTHER DIRECTOR 1.00
Director
$0 $0 $0
KATIE DEWITT PRESIDENT 2.00
Officer
$0 $0 $0
DR LAURA MCDERMOTT VICE PRESIDE 1.00
Officer
$0 $0 $0
JASON MEYER TREASURER 3.00
Officer
$0 $0 $0
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
2020 $415,425 $328,794 $543,151 $86,631
2018 $244,677 $229,355 $387,279 $15,322
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