United Way of Greater Lima Inc

EIN: 344466356 501(c)(3)

Lima, OH

Total Revenue
$1,632,313
Total Expenses
$1,602,569
Total Assets
$5,979,263
Net Assets
$5,690,115
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1953
Legal Domicile
OH
Principal Officer
Erin Hardesty
Phone
4192276341
Tax Period
2024-07-01 to 2025-06-30

United Way of Greater Lima Inc, founded in 1953, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Net assets of $5.7M represent 42 months of operating reserves.

Mission

United Way improves lives by uniting the caring power of our community.

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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 $1,398,203
Program Service Revenue $9,262
Investment Income $224,848
Other Revenue $0
TOTAL REVENUE $1,632,313

Expense Breakdown

Grants Paid $876,715
Salaries & Benefits $307,548
Fundraising Expenses $288,254
Program Expenses $1,155,245
Other Expenses $418,306
TOTAL EXPENSES $1,602,569

Year-over-Year Comparison

2024 2023 Change
Revenue $1,632,313 $1,414,722 +0.2%
Expenses $1,602,569 $1,550,240 +0.0%
Net Income $29,744 $-135,518 -1.2%
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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Governance

Voting Members
21
Independent Members
21
Employees
4
Volunteers
350

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
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Erin Hardesty President 40.00
$95,590 $0 $95,590
Jeff Adams Board Member 1.00
Director
$0 $0 $0
George Davis III Board Member 1.00
Director
$0 $0 $0
Russ Decker Board Member 1.00
Director
$0 $0 $0
Wendy Donley Board Member 1.00
Director
$0 $0 $0
Tyson Goings Board Member 1.00
Director
$0 $0 $0
Stacy Agler Board Member 1.00
Director
$0 $0 $0
Keith Horner Board Member 1.00
Director
$0 $0 $0
Tim Luce Wireman Board Member 1.00
Director
$0 $0 $0
Jed Metzger Board Member 1.00
Director
$0 $0 $0
Jack Miller Board Member 1.00
Director
$0 $0 $0
Julie Quatman Board Member 1.00
Director
$0 $0 $0
Jennifer Van Tilburgh Board Member 1.00
Director
$0 $0 $0
Steve Walter Board Member 1.00
Director
$0 $0 $0
Scott Hittepole Board Member 1.00
Director
$0 $0 $0
Jason May Board Member 1.00
Director
$0 $0 $0
Kurt Neeper Board Member 1.00
Director
$0 $0 $0
Samuel White Jr Board Member 1.00
Director
$0 $0 $0
Rick Sanchez Chair 1.00
Officer
$0 $0 $0
JaMesha Williamson Chair Elect 1.00
Officer
$0 $0 $0
Jim Bronder Treasurer 1.00
Officer
$0 $0 $0
Angie Clark Gov Comm Chair 1.00
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 $1,632,313 $1,602,569 $5,979,263 $29,744
2024 $1,414,722 $1,550,240 $5,808,462 $-135,518
2023 $1,523,672 $1,508,867 $5,703,319 $14,805
2022 $1,951,264 $1,566,894 $5,686,842 $384,370
2021 $1,465,402 $1,375,859 $5,219,011 $89,543
2020 $1,382,504 $703,046 $5,012,153 $679,458
2018 $1,563,754 $1,478,578 $4,909,593 $85,176
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