SHELBY COUNTY UNITED WAY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

ALEX LOCHARD

Phone

9374922101

Tax Period

2024-07-01 to 2025-06-30

SHELBY COUNTY UNITED WAY, founded in 1957, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 4% surplus.

Mission

SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $1,212,608

ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND...

ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: SBARR@SHELBYCOUNITEDWAY.ORG HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,446,992

Program Service Revenue $0

Investment Income $80,488

Other Revenue $50,208

TOTAL REVENUE $1,577,688

Expense Breakdown

Grants Paid $1,121,584

Salaries & Benefits $223,363

Fundraising Expenses $163,582

Program Expenses $1,212,608

Other Expenses $172,267

TOTAL EXPENSES $1,517,214

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,577,688	$1,583,355	0.0%
Expenses	$1,517,214	$1,480,167	+0.0%
Net Income	$60,474	$103,188	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

379

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

Total Directors

$117,192

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARLA YOUNG	EXECUTIVE DI	40.00	Director	$117,192	$0	$117,192
NATE BARHORST	SECRETARY	N/A	Director	$0	$0	$0
SARAH BURMEISTER	BOARD MEMBER	N/A	Director	$0	$0	$0
HANNAH DAPORE	2ND VICE CHA	N/A	Officer Director	$0	$0	$0
KIM DOAK	BOARD MEMBER	N/A	Director	$0	$0	$0
DAWN EILERT	BOARD MEMBER	N/A	Director	$0	$0	$0
ROXANNE HEPFER	1ST VICE CHA	N/A	Director	$0	$0	$0
JIM HILL	BOARD MEMBER	N/A	Director	$0	$0	$0
ASHLEY HIMES	BOARD MEMBER	N/A	Director	$0	$0	$0
BRAD HOGE	BOARD MEMBER	N/A	Director	$0	$0	$0
MARK KAUFMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
ALEX LOCHARD	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
RYAN MAIER	BOARD MEMBER	N/A	Director	$0	$0	$0
ERIC NOBLE	TREASURER	N/A	Director	$0	$0	$0
AARON RODE	BOARD MEMBER	N/A	Director	$0	$0	$0
ADITYA SAKHALKAR	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHAEL SCARPELLI	BOARD MEMBER	N/A	Director	$0	$0	$0
MARK SEERY	BOARD MEMBER	N/A	Director	$0	$0	$0
RYAN SHURTS	BOARD MEMBER	N/A	Director	$0	$0	$0
GREG SNYDER	BOARD MEMBER	N/A	Director	$0	$0	$0
ADAM VANDERHORST	BOARD MEMBER	N/A	Director	$0	$0	$0
JENNY VANMATRE	BOARD MEMBER	N/A	Director	$0	$0	$0
KATY ZIMPFER	PAST BOARD C	N/A	Officer 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
2025	$1,577,688	$1,517,214	$2,321,215	$60,474
2024	$1,583,355	$1,480,167	$2,290,516	$103,188
2023	$1,671,115	$1,503,452	$2,230,739	$167,663
2022	$1,499,617	$1,465,908	$2,035,892	$33,709
2021	$1,535,666	$1,657,585	$2,218,660	$-121,919
2020	$1,300,624	$1,359,224	$2,227,911	$-58,600
2019	$1,528,366	$1,483,111	$2,390,739	$45,255