United Way of Howard County Inc

EIN: 350877579 501(c)(3) Philanthropy & Grantmaking

Kokomo, IN

Total Revenue
$1,161,167
Total Expenses
$923,654
Total Assets
$1,011,101
Net Assets
$937,740
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1942
Legal Domicile
IN
Phone
7654576691
Tax Period
2023-01-01 to 2023-12-31

United Way of Howard County Inc, founded in 1942, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2023. The organization ran a surplus of $238K, a strong 20% operating margin.

Mission

To provide the leadership necessary to identify and respond effectively to the community's most pressing social needs through funding and advocacy, to organize and increase the capacity of people to care for one another.

Program Service Accomplishments

Program 1
Expenses: $750,062 Revenue: $455

During the year the organization serviced the communities needs through managing the following internal programs: - Agency Allocations - Donations were managed and distributed to non-profit agencies...

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During the year the organization serviced the communities needs through managing the following internal programs: - Agency Allocations - Donations were managed and distributed to non-profit agencies. - Information and Referral - 3,000 individuals served basic needs - Buddy Bags - 200 kids served with weekly and weekend meals - Imagination Library - 3,269 kids receive 1 book per month - Veterans - Over 90 veterans served with support as needed - Taxes - 750 taxes prepared

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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 $978,297
Program Service Revenue $0
Investment Income $182,094
Other Revenue $776
TOTAL REVENUE $1,161,167

Expense Breakdown

Grants Paid $66,966
Salaries & Benefits $422,454
Fundraising Expenses $4,250
Program Expenses $750,062
Other Expenses $434,234
TOTAL EXPENSES $923,654

Year-over-Year Comparison

2023 2022 Change
Revenue $1,161,167 $1,202,923 0.0%
Expenses $923,654 $1,271,934 -0.3%
Net Income $237,513 $-69,011 -4.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
21
Independent Members
20
Employees
11
Volunteers
325

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
$29,805
Total Directors
21
$29,805
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dana Neer CEO/President 40.0
Officer Director
$27,137 $2,668 $29,805
Karen Munsey Secretary / Treasurer 2.0
Officer Director
$0 $0 $0
Rex Ambrose Board Chair/President 5.0
Officer Director
$0 $0 $0
Alexandria Daniels-Durham Director 1.0
Director
$0 $0 $0
Betsy Hoshaw Director 1.0
Director
$0 $0 $0
Cathy Valcke Director 1.0
Director
$0 $0 $0
Chris Smith Director 1.0
Director
$0 $0 $0
Jessica Green Director 1.0
Director
$0 $0 $0
Joe Hooper Director 1.0
Director
$0 $0 $0
Julie Rethlake Director 1.0
Director
$0 $0 $0
Kaleb Hollingsworth Director 1.0
Director
$0 $0 $0
Kelly Goad Director 1.0
Director
$0 $0 $0
Kevin Lechner Director 1.0
Director
$0 $0 $0
Lewis Hall Director 1.0
Director
$0 $0 $0
Lisa Washington Director 1.0
Director
$0 $0 $0
Margie Johnson Director 1.0
Director
$0 $0 $0
Melissa Domingues Director 1.0
Director
$0 $0 $0
Michael Sargent Director 1.0
Director
$0 $0 $0
Michelle Owens Director 1.0
Director
$0 $0 $0
Tyler Moore Director 1.0
Director
$0 $0 $0
Weed Widup Director 1.0
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
2024 No data No data No data No data
2023 $1,161,167 $923,654 $1,011,101 $237,513
2022 $1,202,923 $1,271,934 $748,294 $-69,011
2021 $1,531,498 $2,011,006 $722,162 $-479,508
2020 $1,651,494 $2,020,104 $1,318,148 $-368,610
2019 $1,614,230 $2,094,229 $1,527,085 $-479,999
2018 $1,173,134 $2,243,451 $1,820,452 $-1,070,317
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