UNITED WAY OF SOUTHWESTERN INDIANA INC

EIN: 350868069 501(c)(3) Philanthropy & Grantmaking

EVANSVILLE, IN

Total Revenue
$4,519,151
Total Expenses
$3,872,746
Total Assets
$8,488,028
Net Assets
$5,969,734
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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
1922
Legal Domicile
IN
Principal Officer
AMY MANGOLD
Phone
8124224100
Tax Period
2023-01-01 to 2023-12-31

UNITED WAY OF SOUTHWESTERN INDIANA INC, founded in 1922, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.5M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $3.9M left a modest 14% surplus.

Mission

TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE 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 (2023)

Revenue Breakdown

Contributions & Grants $4,387,559
Program Service Revenue $2,613
Investment Income $115,308
Other Revenue $13,671
TOTAL REVENUE $4,519,151

Expense Breakdown

Grants Paid $2,397,831
Salaries & Benefits $807,691
Fundraising Expenses $528,962
Program Expenses $2,900,622
Other Expenses $667,224
TOTAL EXPENSES $3,872,746

Year-over-Year Comparison

2023 2022 Change
Revenue $4,519,151 $5,334,509 -0.2%
Expenses $3,872,746 $3,545,964 +0.1%
Net Income $646,405 $1,788,545 -0.6%
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
24
Independent Members
24
Employees
14
Volunteers
148

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
9
$171,841
Total Directors
26
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEREK ADAMS TREASURER 2.00
Officer Director
$0 $0 $0
MARTHA AHLERS BOARD MEMBER 2.00
Director
$0 $0 $0
PETER PARADOSSI BOARD MEMBER 2.00
Director
$0 $0 $0
TINA FARRINGTON BOARD MEMBER 2.00
Director
$0 $0 $0
JENNIFER CHIUSANO BOARD MEMBER 2.00
Director
$0 $0 $0
LINDSAY SCHMITT EX-OFFICIO 2.00
Director
$0 $0 $0
KARI FLUEGEL BOARD MEMBER 2.00
Director
$0 $0 $0
XAVIA BURTON BOARD MEMBER 2.00
Director
$0 $0 $0
PAM HIGHT CHAIR 2.00
Officer Director
$0 $0 $0
GELINA MASCOE BOARD MEMBER 2.00
Director
$0 $0 $0
GLEN MUEHLBAUER BOARD MEMBER 2.00
Director
$0 $0 $0
ANDY NIEMIER CHAIR 2.00
Officer Director
$0 $0 $0
SCOTT EVERNHAM CHAIR 2.00
Officer Director
$0 $0 $0
MARK SAMILA BOARD MEMBER 2.00
Director
$0 $0 $0
HEIDI DUNNIWAY SECRETARY 2.00
Officer Director
$0 $0 $0
NEELY PIERCE BOARD MEMBER 2.00
Director
$0 $0 $0
SERITA CABELL AT LARGE 2.00
Officer Director
$0 $0 $0
RICHARD LEGER VICE CHAIR 2.00
Officer Director
$0 $0 $0
RYAN MCROBERTS BOARD MEMBER 2.00
Director
$0 $0 $0
KIM MCWILLIAMS JR AT LARGE 2.00
Officer Director
$0 $0 $0
EMILY REIDFORD EX-OFFICIO 2.00
Director
$0 $0 $0
AMY SUSOTT BOARD MEMBER 2.00
Director
$0 $0 $0
JEAN BLANTON BOARD MEMBER 2.00
Director
$0 $0 $0
CALVIN GOINS BOARD MEMBER 2.00
Director
$0 $0 $0
JAMIE HATFIELD BOARD MEMBER 2.00
Director
$0 $0 $0
GINA SCHMITZ BOARD MEMBER 2.00
Director
$0 $0 $0
AMY CANTERBURY PRESIDENT & CEO 50.00
Officer
$142,233 $29,608 $171,841
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
2024 No data No data No data No data
2023 $4,519,151 $3,872,746 $8,488,028 $646,405
2022 $5,334,509 $3,545,964 $7,321,679 $1,788,545
2021 $5,859,250 $8,664,056 $5,892,582 $-2,804,806
2020 $8,682,038 $5,852,791 $8,621,259 $2,829,247
2019 $4,421,879 $4,433,128 $6,057,367 $-11,249
2018 $4,212,331 $4,879,101 $5,666,383 $-666,770
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