MONTGOMERY UNITED FUND FOR YOU INC

EIN: 351173225 501(c)(3)

CRAWFORDSVILLE, IN

Total Revenue
$674,735
Total Expenses
$636,525
Total Assets
$1,684,241
Net Assets
$1,633,035
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
IN
Principal Officer
HEATHER SHIRK
Phone
7653625484
Tax Period
2020-03-01 to 2021-02-28

MONTGOMERY UNITED FUND FOR YOU INC, founded in 1970, is a small nonprofit that reported $675K in total revenue in fiscal year 2020. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $637K left a modest 6% surplus.

Mission

TO SERVE THE CITIZENS OF MONTGOMERY COUNTY THROUGH FUNDING A COLLABORATIVE SOCIAL SERVICES SYSTEM THAT PROMOTES HUMAN DIGNITY, SELF-SUFFICIENCY, AND INDIVIDUAL CHARACTER.

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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 (2020)

Revenue Breakdown

Contributions & Grants $469,847
Program Service Revenue $0
Investment Income $197,758
Other Revenue $7,130
TOTAL REVENUE $674,735

Expense Breakdown

Grants Paid $552,258
Salaries & Benefits $43,826
Fundraising Expenses $20,220
Program Expenses $554,946
Other Expenses $40,441
TOTAL EXPENSES $636,525

Year-over-Year Comparison

2020 2019 Change
Revenue $674,735 $399,397 +0.7%
Expenses $636,525 $466,225 +0.4%
Net Income $38,210 $-66,828 -1.6%
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

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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
15
Independent Members
15
Employees
2
Volunteers
50

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
$38,403
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HEATHER SHIRK PRESIDENT 2.00
Officer Director
$0 $0 $0
BRIAN CAMPBELL VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
ADAM NAGELE TREASURER 2.00
Officer Director
$0 $0 $0
NANCY OUTCALT SECRETARY 2.00
Officer Director
$0 $0 $0
AARON MURDOCK BOARD MEMBER 1.00
Director
$0 $0 $0
CLAUDETTE ETTER-KIRK BOARD MEMBER 1.00
Director
$0 $0 $0
DENISE ROSENTRETER BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC OLOFSON BOARD MEMBER 1.00
Director
$0 $0 $0
JARROD ZACHARY BOARD MEMBER 1.00
Director
$0 $0 $0
JOSH GRAY BOARD MEMBER 1.00
Director
$0 $0 $0
KAYLA BRETNEY BOARD MEMBER 1.00
Director
$0 $0 $0
KELLI WELCH BOARD MEMBER 1.00
Director
$0 $0 $0
LORI HOLT BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELE HUNLEY BOARD MEMBER 1.00
Director
$0 $0 $0
REBEKAH LEE BOARD MEMBER 1.00
Director
$0 $0 $0
RICK HERNANDEZ BOARD MEMBER 1.00
Director
$0 $0 $0
SHEILA SOWERS BOARD MEMBER 1.00
Director
$0 $0 $0
SINA PARKS BOARD MEMBER 1.00
Director
$0 $0 $0
ZACH HOCKERSMITH BOARD MEMBER 1.00
Director
$0 $0 $0
GINA HAILE EXECUTIVE DIRECTOR - PART YEAR 20.00
Officer
$5,288 $0 $5,288
HEATHER HERNANDEZ EXECUTIVE DIRECTOR - PART YEAR 20.00
Officer
$33,115 $0 $33,115
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
2021 $674,735 $636,525 $1,684,241 $38,210
2021 $13,446 $174,203 No data $-160,757
2020 $399,397 $466,225 $1,618,462 $-66,828
2019 $471,359 $553,471 $1,699,333 $-82,112
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