JEFFERSON COUNTY UNITED WAY INC

EIN: 356006467 501(c)(3) Philanthropy & Grantmaking

MADISON, IN

Total Revenue
$243,087
Total Expenses
$228,285
Total Assets
$481,753
Net Assets
$480,218
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
IN
Principal Officer
SHEILA COFFIN
Tax Period
2023-01-01 to 2023-12-31

JEFFERSON COUNTY UNITED WAY INC, founded in 1959, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $243K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $228K left a modest 6% surplus.

Mission

SOLICITING CONTRIBUTIONS TO ALLOCATE AMONG VARIOUS UNITED WAY AGENCIES.

Program Service Accomplishments

Program 1
Expenses: $173,882

UNITED WAY AGENCIES PROVIDE VALUABLE SERVICES TO THE COMMUNITY SUCH AS HELPING CHILDREN AND STRENGTHENING AND SUPPORTING FAMILIES.

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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 $239,498
Program Service Revenue $0
Investment Income $3,337
Other Revenue $252
TOTAL REVENUE $243,087

Expense Breakdown

Grants Paid $120,215
Salaries & Benefits $56,019
Fundraising Expenses $10,208
Program Expenses $173,882
Other Expenses $52,051
TOTAL EXPENSES $228,285

Year-over-Year Comparison

2023 2022 Change
Revenue $243,087 $273,546 -0.1%
Expenses $228,285 $310,805 -0.3%
Net Income $14,802 $-37,259 -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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Financial Health Indicators

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Governance

Voting Members
24
Independent Members
24
Employees
3
Volunteers
25

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
4
$48,968
Total Directors
24
$0
Key Employees
1
$48,968
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHEILA COFFIN EXECUTIVE DIRECTOR 40.00
Officer Key Emp
$48,968 $0 $48,968
ANTHONY BRANDON DIRECTOR 1.00
Director
$0 $0 $0
JACK WILHELM DIRECTOR 1.00
Director
$0 $0 $0
DR DEWAIN LEE DRIVE CHAIR 1.00
Director
$0 $0 $0
RICHARD GEGLEIN DIRECTOR 1.00
Director
$0 $0 $0
JILL MIRES DIRECTOR 1.00
Director
$0 $0 $0
KEN DEGLER DIRECTOR 1.00
Director
$0 $0 $0
MIKE FINE DIRECTOR 1.00
Director
$0 $0 $0
THERESA ROBINSON ASST DRIVE CHAIR 1.00
Director
$0 $0 $0
MARTHA RAY DIRECTOR 1.00
Director
$0 $0 $0
DAVID HORVATH DIRECTOR 1.00
Director
$0 $0 $0
JIMMY GRAHAM DIRECTOR 1.00
Director
$0 $0 $0
KRISTA CHATHAM DIRECTOR 1.00
Director
$0 $0 $0
JIM HICKERSON DIRECTOR 1.00
Director
$0 $0 $0
MICKIE CREECH DIRECTOR 1.00
Director
$0 $0 $0
DAN SLYGH DIRECTOR 1.00
Director
$0 $0 $0
ANGELA LOWE DIRECTOR 1.00
Director
$0 $0 $0
ERICA CLINE DIRECTOR 1.00
Director
$0 $0 $0
REBECCA KJELL DIRECTOR 1.00
Director
$0 $0 $0
DYLAN EHRNREITA DIRECTOR 1.00
Director
$0 $0 $0
LEXI BENNETT DIRECTOR 1.00
Director
$0 $0 $0
HEATHER HOLT DIRECTOR 1.00
Director
$0 $0 $0
SUZANNE HAMNER PRESIDENT 1.00
Officer Director
$0 $0 $0
ERIN LAWRENCE VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
ANGIE PELSOR TREASURER 1.00
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
2024 No data No data No data No data
2023 $243,087 $228,285 $481,753 $14,802
2022 $273,546 $310,805 $467,317 $-37,259
2021 $416,773 $361,932 $504,884 $54,841
2020 $596,346 $451,885 $449,693 $144,461
2019 $297,111 $342,838 $303,374 $-45,727
2018 $340,354 $346,098 $349,101 $-5,744
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