United Way Of Whitewater Valley
- Assets
- $808.7k
- Revenue
- $295.7k
- Investments
- $483.9k
- Employees
- 2
- Location
- Richmond, IN
- Founding
- 08/1970
- Data as of
- 03/2023
- EIN
- 35-1020935
Organization Overview
United Way Of Whitewater Valley is located in Richmond, IN. The organization was established in 1970. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 03/2023, United Way Of Whitewater Valley employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Whitewater Valley is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2023, United Way Of Whitewater Valley generated $295.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.9%) each year. All expenses for the organization totaled $452.4k during the year ending 03/2023. As we would expect to see with falling revenues, expenses have declined by (3.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, United Way Of Whitewater Valley has awarded 115 individual grants totaling $2,088,734. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
UNIFIED CAMPAIGN TO FINANCE PROGRAMS CONDUCTED FOR SPECIFIED NEEDS OF WAYNE & UNION COUNTIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY IMPACT - INCLUDES FUND ALLOCATION AND DISTRIBUTION AND COMMUNITY PLANNING. 32 FUNDED PARTNERS WERE PROVIDED SUPPORT FROM THE CAMPAIGN AS WELL AS OTHER NON-FUNDED PARTNERS.
OTHER PROGRAM SERVICES - INCLUDES INFORMATION, COMMUNITY INITIATIVES, VISION COUNCILS, AND OTHERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Morgan Howard Interim Board Chair | OfficerTrustee | 1 | $0 |
Ann Brooks Director | Trustee | 1 | $0 |
Laura Collier Director | Trustee | 1 | $0 |
Nancy Green Director | Trustee | 1 | $0 |
Patrick Ripberger Director | Trustee | 1 | $0 |
Samantha Powell Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $234,701 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $234,701 |
| Total Program Service Revenue | $0 |
| Investment income | $9,741 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $6,600 |
| Net Gain/Loss on Asset Sales | $44,696 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $295,738 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $196,449 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $81,196 |
| Compensation of current officers, directors, key employees. | $23,547 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,245 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,813 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $14,327 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $5,153 |
| Fees for services: Other | $0 |
| Advertising and promotion | $11,288 |
| Office expenses | $3,098 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $7,969 |
| Travel | $309 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,092 |
| Interest | $0 |
| Payments to affiliates | $2,178 |
| Depreciation, depletion, and amortization | $4,089 |
| Insurance | $2,762 |
| All other expenses | $7,115 |
| Total functional expenses | $452,372 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $106,524 |
| Savings and temporary cash investments | $10,174 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $74,252 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $100 |
| Net Land, buildings, and equipment | $133,703 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $483,936 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $808,689 |
| Accounts payable and accrued expenses | $11,928 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $192,667 |
| Total liabilities | $204,595 |
| Net assets without donor restrictions | $604,094 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $808,689 |
Grants Awarded
Over the last fiscal year, United Way Of Whitewater Valley has awarded $141,427 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
ACHIEVA RESOURCES PURPOSE: FUNDED PARTNER ALLOCATION | $11,250 |
BIRTH TO FIVE PURPOSE: FUNDED PARTNER ALLOCATION | $20,000 |
COMMUNITIES IN SCHOOL PURPOSE: FUNDED PARTNER ALLOCATION | $17,500 |
BOYS & GIRLS CLUB PURPOSE: FUNDED PARTNER ALLOCATION | $30,000 |
COPE ENVIRONMENTAL CENTER PURPOSE: FUNDED PARTNER ALLOCATION | $5,314 |
EVERY CHILD CAN READ PURPOSE: FUNDED PARTNER ALLOCATION | $7,500 |