SHELBY COUNTY UNITED FUND INC

EIN: 350953458 501(c)(3)

SHELBYVILLE, IN

Total Revenue
$1,080,170
Total Expenses
$1,097,398
Total Assets
$2,733,270
Net Assets
$2,719,376
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
IN
Principal Officer
MICHELLE WOODALL
Phone
3173986231
Tax Period
2024-01-01 to 2024-12-31

SHELBY COUNTY UNITED FUND INC, founded in 1955, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Net assets of $2.7M represent 30 months of operating reserves.

Mission

THE MISSION OF SHELBY COUNTY UNITED FUND, INC. IS TO IMPROVE THE QUALITY OF LIFE IN SHELBY COUNTY BY MOBILIZING THE CARING POWER OF VOLUNTEERS AND DONORS TO ADVANCE THE COMMON GOOD.

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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 $965,709
Program Service Revenue $0
Investment Income $118,554
Other Revenue $-4,093
TOTAL REVENUE $1,080,170

Expense Breakdown

Grants Paid $874,584
Salaries & Benefits $125,747
Fundraising Expenses $124,156
Program Expenses $883,535
Other Expenses $97,067
TOTAL EXPENSES $1,097,398

Year-over-Year Comparison

2024 2023 Change
Revenue $1,080,170 $1,104,850 0.0%
Expenses $1,097,398 $1,058,809 +0.0%
Net Income $-17,228 $46,041 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
2
Volunteers
100

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
6
$66,290
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANIE DAVIS PRESIDENT 1.00
Officer Director
$0 $0 $0
MICHELLE WOODALL 1ST VICE PRE 1.00
Officer Director
$0 $0 $0
RYAN MIKUS 2ND VICE PRE 1.00
Officer Director
$0 $0 $0
DANA SHERWOOD TREASURER 1.00
Officer Director
$0 $0 $0
ELIZABETH BLUE SECRETARY 1.00
Officer Director
$0 $0 $0
KYLE BEATY PAST-PRESIDE 1.00
Director
$0 $0 $0
DEDE ALLENDER DIRECTOR 1.00
Director
$0 $0 $0
JASON CLARK DIRECTOR 1.00
Director
$0 $0 $0
MIKE EVANS DIRECTOR 1.00
Director
$0 $0 $0
ANDREW FANSLER DIRECTOR 1.00
Director
$0 $0 $0
AMY LARRISON DIRECTOR 1.00
Director
$0 $0 $0
AMBER LOUDIN DIRECTOR 1.00
Director
$0 $0 $0
JASON PIKE DIRECTOR 1.00
Director
$0 $0 $0
BRADY RIFE DIRECTOR 1.00
Director
$0 $0 $0
BRENT SANDMAN DIRECTOR 1.00
Director
$0 $0 $0
ALECIA GROSS CEO 40.00
Officer
$66,290 $0 $66,290
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 $1,080,170 $1,097,398 $2,733,270 $-17,228
2023 $1,104,850 $1,058,809 $2,610,276 $46,041
2022 $1,188,449 $1,105,360 $2,351,953 $83,089
2021 $1,109,827 $1,038,728 $2,619,713 $71,099
2020 $1,071,703 $994,604 $2,367,369 $77,099
2019 $1,185,857 $1,004,254 $2,156,087 $181,603
2018 $1,155,785 $998,774 $1,912,230 $157,011
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