UNITED WAY OF BARTHOLOMEW COUNTY INC

EIN: 351132860 501(c)(3) Philanthropy & Grantmaking

COLUMBUS, IN

Total Revenue
$4,884,993
Total Expenses
$4,929,284
Total Assets
$4,088,846
Net Assets
$1,823,641
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
IN
Principal Officer
MARK STEWART
Phone
8123763001
Tax Period
2023-01-01 to 2023-12-31

UNITED WAY OF BARTHOLOMEW COUNTY INC, founded in 1967, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.9M in total revenue in fiscal year 2023.

Mission

UNITED WAY OF BARTHOLOMEW COUNTY ENVISIONS A COMMUNITY WHERE ALL FAMILIES AND INDIVIDUALS ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY, AND HEALTHIER LIVES AND PERSONAL RELATIONSHIPS.

Program Service Accomplishments

Program 1
Expenses: $4,322,579

GRANTS AND SUPPORT TO CERTIFIED MEMBER SOCIAL SERVICE AGENCIES IN BARTHOLOMEW COUNTY. IN 2023, FUNDS WERE ALLOCATED TO 16 MEMBER AGENCIES IN BARTHOLOMEW COUNTY THAT SERVE THOUSANDS OF INDIVIDUALS...

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GRANTS AND SUPPORT TO CERTIFIED MEMBER SOCIAL SERVICE AGENCIES IN BARTHOLOMEW COUNTY. IN 2023, FUNDS WERE ALLOCATED TO 16 MEMBER AGENCIES IN BARTHOLOMEW COUNTY THAT SERVE THOUSANDS OF INDIVIDUALS. THESE AGENCIES ADDRESS A VARIETY OF ISSUES IN THE COMMUNITY, FOCUSING PRIMARILY ON EDUCATIONAL NEEDS, HEALTH NEEDS, AND FINANCIAL STABILITY FOR ALL RESIDENTS OF THE COMMUNITY. IN ADDITION TO GRANTING FUNDS TO MEMBER AGENCIES SO THAT THEY MAY CARRY OUT THEIR WORK, THE ORGANIZATION PROVIDES ORGANIZATIONAL SUPPORT AND ROUTINELY CONDUCTS NEEDS ASSESSMENTS IN THE COMMUNITY TO ENSURE THAT THE FUNDS ALLOCATED ARE TARGETED AT THE AREAS OF GREATEST NEED IN 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 $4,876,998
Program Service Revenue $0
Investment Income $7,995
Other Revenue $0
TOTAL REVENUE $4,884,993

Expense Breakdown

Grants Paid $3,578,775
Salaries & Benefits $942,639
Fundraising Expenses $362,557
Program Expenses $4,322,579
Other Expenses $407,870
TOTAL EXPENSES $4,929,284

Year-over-Year Comparison

2023 2022 Change
Revenue $4,884,993 $4,564,082 +0.1%
Expenses $4,929,284 $5,122,890 0.0%
Net Income $-44,291 $-558,808 -0.9%
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

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Governance

Voting Members
24
Independent Members
23
Employees
24
Volunteers
1034

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
$182,171
Total Directors
24
$182,171
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK STEWART PRESIDENT 40.00
Officer Director
$145,237 $36,934 $182,171
ASHLEY DIETER DIRECTOR 5.00
Director
$0 $0 $0
BILL MAHONEY DIRECTOR 5.00
Director
$0 $0 $0
BRITTANY DIEBOLDT DIRECTOR 5.00
Director
$0 $0 $0
CHRIS PRICE DIRECTOR 5.00
Director
$0 $0 $0
CRUZ BAISA DIRECTOR 5.00
Director
$0 $0 $0
DAN SPURGEON DIRECTOR 5.00
Director
$0 $0 $0
ELAINE WAGNER DIRECTOR 5.00
Director
$0 $0 $0
FERNANDO HERNDON DIRECTOR 5.00
Director
$0 $0 $0
HANNA OMAR DIRECTOR 5.00
Director
$0 $0 $0
JANET PUTNEY DIRECTOR 5.00
Director
$0 $0 $0
JEFF CROUSE DIRECTOR 5.00
Director
$0 $0 $0
KILEY FOSTER DIRECTOR 5.00
Director
$0 $0 $0
LAURA WENZLER DIRECTOR 5.00
Director
$0 $0 $0
LISA PEIN DIRECTOR 5.00
Director
$0 $0 $0
MARTY LASURE DIRECTOR 5.00
Director
$0 $0 $0
PATRICK WOLF DIRECTOR 5.00
Director
$0 $0 $0
RICK SILVERS DIRECTOR 5.00
Director
$0 $0 $0
ROBIN GILL DIRECTOR 5.00
Director
$0 $0 $0
SHIRELY TRAPP DIRECTOR 5.00
Director
$0 $0 $0
STACEY BRUBAKER DIRECTOR 5.00
Director
$0 $0 $0
STEVE FORSTER DIRECTOR 5.00
Director
$0 $0 $0
KIM BENNETT CHAIR 5.00
Officer Director
$0 $0 $0
GINGER LIRETTE VICE CHAIR/SECRETARY/TREASURER 5.00
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 No data No data No data No data
2024 No data No data No data No data
2023 $4,884,993 $4,929,284 $4,088,846 $-44,291
2022 $4,564,082 $5,122,890 $4,134,902 $-558,808
2021 $5,182,874 $5,324,011 $4,862,161 $-141,137
2020 $5,713,314 $5,727,543 $4,893,379 $-14,229
2019 $4,594,941 $4,608,641 $4,271,816 $-13,700
2018 $4,541,622 $4,635,357 $4,610,898 $-93,735
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