UNITED WAY OF ST JOSEPH COUNTY INC

EIN: 351063368 501(c)(3) Philanthropy & Grantmaking

SOUTH BEND, IN

Total Revenue
$3,370,321
Total Expenses
$2,661,057
Total Assets
$12,655,090
Net Assets
$11,839,689
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
IN
Principal Officer
MARK HERRIMAN
Phone
5742328201
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF ST JOSEPH COUNTY INC, founded in 1961, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.4M in total revenue in fiscal year 2024. The organization ran a surplus of $709K, a strong 21% operating margin.

Mission

UNITED WAY OF ST. JOSEPH COUNTYS MISSION IS TO MOBILIZE THE COMMUNITY TO COLLECTIVELY REDUCE POVERTY BY MOVING PEOPLE FROM A LIFE OF POVERTY TO POSSIBILITY. IN ORDER TO SURROUND THE COMMUNITYS MOST CRITICAL PROBLEM AND FIGHT IT, WE BRING NON-PROFITS TOGETHER. WE KNOW THAT CHANGE DOESNT HAPPEN ALONE SO WE CREATE CHANGE BY BRINGING THE RIGHT PEOPLE TO THE TABLE AND OFFERING A WHOLE-COMMUNITY SOLUTION. TOGETHER, WE ARE STRONGER.

Program Service Accomplishments

Program 1
Expenses: $1,148,947 Revenue: $246,048

UNITED WAY OF ST. JOSEPH COUNTY SUPPORTS VULNERABLE INDIVIDUALS AND FAMILIES THOUGH COMMUNITY IMPACT INITIATIVES AND STRATEGIC INVESTMENTS THAT STRENGTHEN HEALTH, EDUCATION, ECONOMIC MOBILITY, AND...

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UNITED WAY OF ST. JOSEPH COUNTY SUPPORTS VULNERABLE INDIVIDUALS AND FAMILIES THOUGH COMMUNITY IMPACT INITIATIVES AND STRATEGIC INVESTMENTS THAT STRENGTHEN HEALTH, EDUCATION, ECONOMIC MOBILITY, AND SAFETY NET SERVICES. IN PARTNERSHIP WITH MORE THAN 25 NONPROFIT ORGANIZATIONS, WE EXPAND ACCESS TO CRITICAL RESOURCES THAT ALLOW RESIDENTS TO LIVE SAFER, HEALTHIER, AND MORE STABLE LIVES. WE SECURE, LEVERAGE, AND DIRECT FUNDING TO MEET IMMEDIATE BASIC NEEDS AND PREVENT FAMILIES FROM FALLING INTO CRISIS, INCLUDING EARLY LEARNING SUPPORT, FOOD ACCESS, AND HOUSING AND UTILITY ASSISTANCE. A SIGNIFICANT FOCUS IS PLACED ON HOUSEHOLDS BELOW FINANCIAL STABILITY AND ALICE (ASSET LIMITED, INCOME CONTRAINED, EMPLOYED)INDIVIDUALS WHO ARE WORKING BUT CANNOT AFFORD BASIC NEEDS. THESE EFFORTS STRENGTHEN THE LOCAL SAFETY NET AND IMPROVE COORDINATION ACROSS THE COMMUNITY'S SUPPORT SYSTEM.

Program 2
Expenses: $40,631

COMMUNICATIONS IMPACT - OVERSEES THE DISTRIBUTION OF INFORMATION FOR NOT- FOR-PROFIT PARTNERS, DONORS, VOLUNTEERS, CORPORATE PARTNERS AND THE GENERAL PUBLIC. COMMUNICATIONS IMPACT ALSO OVERSEES ALL...

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COMMUNICATIONS IMPACT - OVERSEES THE DISTRIBUTION OF INFORMATION FOR NOT- FOR-PROFIT PARTNERS, DONORS, VOLUNTEERS, CORPORATE PARTNERS AND THE GENERAL PUBLIC. COMMUNICATIONS IMPACT ALSO OVERSEES ALL EVENT COORDINATION AND PLANNING, ENSURING COMMUNITY ENGAGEMENT AT EVERY LEVEL.

Program 3
Expenses: $547,348

ONEROOF ST. JOE COUNTY - A SERIES OF FACILITIES DESIGNED TO HOUSE A MULTITUDE OF CRITICAL HUMAN SERVICES UNDER ONE ROOF WITHIN A NEIGHBORHOOD THAT IS HIGHLY SUSCEPTIBLE TO SOCIOECONOMIC CHALLENGES...

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ONEROOF ST. JOE COUNTY - A SERIES OF FACILITIES DESIGNED TO HOUSE A MULTITUDE OF CRITICAL HUMAN SERVICES UNDER ONE ROOF WITHIN A NEIGHBORHOOD THAT IS HIGHLY SUSCEPTIBLE TO SOCIOECONOMIC CHALLENGES, THE CURRENT CENTERS ARE DESIGNED TO HOST MENTAL HEALTHCARE, CHILDCARE, FAMILY SERVICES, SENIOR SERVICES, WIC, AND PROGRAMS DESIGNED TO IMPROVE PARENT INTERACTION WITH CHILDREN IN A LEARNING SETTING. WE CUREENTLY HAVE ONE FULLY FUNCTIONING IN THE SOUTHEAST NEIGHBORHOOD AND OTHERS ARE STILL IN DEVELOPNMENT.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,993,645
Program Service Revenue $246,048
Investment Income $128,370
Other Revenue $2,258
TOTAL REVENUE $3,370,321

Expense Breakdown

Grants Paid $350,000
Salaries & Benefits $1,033,364
Fundraising Expenses $496,215
Program Expenses $1,736,926
Other Expenses $1,277,693
TOTAL EXPENSES $2,661,057

Year-over-Year Comparison

2024 2023 Change
Revenue $3,370,321 $3,371,626 0.0%
Expenses $2,661,057 $2,632,159 +0.0%
Net Income $709,264 $739,467 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
20
Volunteers
131

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
7
$273,139
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES COX PRESIDENT/CE 40.00
Officer
$169,674 $5,090 $174,764
MARK HERRIMAN PRESIDENT/CE 40.00
Officer
$95,509 $2,866 $98,375
MURRAY MILLER DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL BRANGLE DIRECTOR 1.00
Director
$0 $0 $0
RYAN BELL DIRECTOR 1.00
Director
$0 $0 $0
GWEN O'BRIEN DIRECTOR 1.00
Director
$0 $0 $0
KIM GEIGER DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER WINCHELL DIRECTOR 1.00
Director
$0 $0 $0
JASON ZOOK DIRECTOR 1.00
Director
$0 $0 $0
JESSICA BROOKSHIRE DIRECTOR 1.00
Director
$0 $0 $0
BRANDON STEWART COMMUNITY IM 2.00
Officer Director
$0 $0 $0
KIMBERLY GREEN REEVES CHAIR 2.00
Officer Director
$0 $0 $0
KARI ALFORD VICE CHAIR 2.00
Officer Director
$0 $0 $0
TARA ANTONUCCI GOVERNANCE 2.00
Officer Director
$0 $0 $0
TIM STOLT FINANCE/ADMI 2.00
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 $3,370,321 $2,661,057 $12,655,090 $709,264
2024 $3,371,626 $2,632,159 $14,398,514 $739,467
2023 $5,407,711 $2,470,964 $14,510,736 $2,936,747
2022 $5,849,208 $2,870,190 $9,888,138 $2,979,018
2021 $5,513,497 $3,819,061 $6,583,679 $1,694,436
2020 $3,784,920 $3,127,896 $5,992,131 $657,024
2019 $2,556,601 $2,472,247 $3,394,145 $84,354
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