SHELBY COUNTY UNITED WAY (EIN 344473288) - Form 990 Financial Analysis & Trantor Score

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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

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.

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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%)

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

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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

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

SHELBY COUNTY UNITED WAY