United Way of Hardin County Inc

EIN: 341022412 501(c)(3) Philanthropy & Grantmaking

Kenton, OH

Total Revenue
$238,177
Total Expenses
$216,778
Total Assets
$394,567
Net Assets
$218,733
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile
OH
Principal Officer
Katrina Collins
Phone
4196751860
Tax Period
2020-01-01 to 2020-12-31

United Way of Hardin County Inc is a small nonprofit in the Philanthropy & Grantmaking sector that reported $238K in total revenue in fiscal year 2020. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $217K left a modest 9% surplus.

Mission

To provide funds for other non-profit agencies in Hardin County in order to provide needed services for the citizens of Hardin County.

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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 (2020)

Revenue Breakdown

Contributions & Grants $235,464
Program Service Revenue $0
Investment Income $1,798
Other Revenue $915
TOTAL REVENUE $238,177

Expense Breakdown

Grants Paid $174,687
Salaries & Benefits $19,665
Fundraising Expenses $14,780
Program Expenses $197,666
Other Expenses $22,426
TOTAL EXPENSES $216,778

Year-over-Year Comparison

2020 2019 Change
Revenue $238,177 $210,144 +0.1%
Expenses $216,778 $191,620 +0.1%
Net Income $21,399 $18,524 +0.2%
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

Financial Distress Indicator

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
20
Independent Members
20
Employees
2
Volunteers
73

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
3
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Michele Daniels Executive Director 30.00
$18,140 $0 $18,140
Madelyn Lowery President 2.00
Officer Director
$0 $0 $0
Katrina Collins Treasurer 2.00
Officer Director
$0 $0 $0
Merleen Barnes Past President 1.00
Director
$0 $0 $0
Kris Hastings Board Member 1.00
Director
$0 $0 $0
Jennifer Nelson Board Member 1.00
Director
$0 $0 $0
Linda Garmon Board Member 1.00
Director
$0 $0 $0
Jacinta Burd Board Member 1.00
Director
$0 $0 $0
Jesse Purcell Board Member 1.00
Director
$0 $0 $0
Judi Ludwig Board Member 1.00
Director
$0 $0 $0
Richard Katterjohn Board Member 1.00
Director
$0 $0 $0
Phyliss Griffith Board Member 1.00
Director
$0 $0 $0
Karla Ritchey Board Member 1.00
Director
$0 $0 $0
Jack McBride Board Member 1.00
Director
$0 $0 $0
Dylan Wood Board Member 1.00
Director
$0 $0 $0
Linda Farnic Board Member 1.00
Director
$0 $0 $0
Dan Marshman Vice President 1.00
Officer Director
$0 $0 $0
Chad Spencer Board Member 1.00
Director
$0 $0 $0
Kara Brown Board Member 1.00
Director
$0 $0 $0
Scott Eatherton Board Member 1.00
Director
$0 $0 $0
AJ Hatern Board Member 1.00
Director
$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 $238,177 $216,778 $394,567 $21,399
2019 $210,144 $191,620 $339,730 $18,524
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