UNITED WAY OF UNION COUNTY INC

EIN: 310682004 501(c)(3) Philanthropy & Grantmaking

MARYSVILLE, OH

Total Revenue
$428,659
Total Expenses
$493,683
Total Assets
$1,308,926
Net Assets
$1,124,055
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
OH
Principal Officer
LISA COURTICE
Phone
9376448381
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF UNION COUNTY INC, founded in 1958, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $429K in total revenue in fiscal year 2024. Revenue surged 215% from the prior year, signaling strong growth momentum. Expenses of $494K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION OF THE UWUC IS TO BRING NEIGHBORS AND RESOURCES TOGETHER TO IMPROVE LIVES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $412,143
Program Service Revenue $0
Investment Income $16,516
Other Revenue $0
TOTAL REVENUE $428,659

Expense Breakdown

Grants Paid $269,142
Salaries & Benefits $136,626
Fundraising Expenses $28,133
Program Expenses $406,221
Other Expenses $87,915
TOTAL EXPENSES $493,683

Year-over-Year Comparison

2024 2023 Change
Revenue $428,659 $136,183 +2.1%
Expenses $493,683 $64,040 +6.7%
Net Income $-65,024 $72,143 -1.9%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
29
Independent Members
29
Employees
N/A
Volunteers
50

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
$0
Total Directors
29
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK BIDSTRUP TRUSTEE 1.00
Director
$0 $0 $0
MELISSA MARINO TRUSTEE 1.00
Director
$0 $0 $0
MATT ZORONSKY TRUSTEE 1.00
Director
$0 $0 $0
DERRICK ANTWI TRUSTEE 1.00
Director
$0 $0 $0
MELODY BIRMINGHAM TRUSTEE 1.00
Director
$0 $0 $0
BARBARA BENHAM PAST CHAIR & SECRETARY 3.00
Officer Director
$0 $0 $0
DAVID LEE TRUSTEE 4.00
Director
$0 $0 $0
JEFF CARPER TRUSTEE 1.00
Director
$0 $0 $0
DUANE CASARES TRUSTEE 1.00
Director
$0 $0 $0
HOPE COTTER TRUSTEE 1.00
Director
$0 $0 $0
DAN CRANE CHAIR 2.00
Officer Director
$0 $0 $0
KENNY MCDONALD TRUSTEE 1.00
Director
$0 $0 $0
MARK FLUHARTY TRUSTEE 1.00
Director
$0 $0 $0
JEREMY GUTIERREZ CO-CHAIR 1.00
Director
$0 $0 $0
BILL MCGEE TRUSTEE 1.00
Director
$0 $0 $0
ADAM LEWIN TRUSTEE 1.00
Director
$0 $0 $0
STEVE MASON TRUSTEE 1.00
Director
$0 $0 $0
AZURE'D METOYER TRUSTEE 1.00
Director
$0 $0 $0
MARLON MOORE TRUSTEE 1.00
Director
$0 $0 $0
ROCKY PARKER TRUSTEE 1.00
Director
$0 $0 $0
MARTYN R REDGRAVE TRUSTEE 1.00
Director
$0 $0 $0
KATHRYN RAINIERI TRUSTEE 1.00
Director
$0 $0 $0
RYAN SCHMIESING TRUSTEE 1.00
Director
$0 $0 $0
SHAREE WELLS TRUSTEE 1.00
Director
$0 $0 $0
BOB TANNOUS TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH MARTINEZ TRUSTEE 1.00
Director
$0 $0 $0
TAL BENDOR TRUSTEE 1.00
Director
$0 $0 $0
RACHEL CAVINESS TREASURER 1.00
Officer Director
$0 $0 $0
MORGAN GLASSER TRUSTEE 0.00
Director
$0 $0 $0
BRANDI LYN HIBBS DIRECTOR 40.00
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
2025 $428,659 $493,683 $1,308,926 $-65,024
2024 $136,183 $64,040 $1,369,499 $72,143
2023 $669,989 $566,402 $1,324,183 $103,587
2022 $432,979 $401,537 $1,049,724 $31,442
2021 $630,868 $495,181 $1,159,886 $135,687
2020 $732,863 $761,153 $1,016,346 $-28,290
2019 $664,354 $733,989 $1,024,283 $-69,635
2019 $724,957 $733,989 $1,024,284 $-9,032
2018 $668,270 $805,294 $1,024,431 $-137,024
2018 $856,079 $932,163 $1,024,430 $-76,084
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