United Way Of Whitewater Valley
- Assets
- $1.1m
- Revenue
- $529.6k
- Investments
- $770.9k
- Employees
- 2
- Location
- Richmond, IN
- Founding
- 08/1970
- Data as of
- 03/2022
- 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 03/2022, 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 03/2022, United Way Of Whitewater Valley generated $529.6k 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 (4.8%) each year. All expenses for the organization totaled $649.8k during the year ending 03/2022. As we would expect to see with falling revenues, expenses have declined by (1.2%) 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 141 individual grants totaling $2,763,908. 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
2022
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. 45 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 |
|---|---|---|---|
Tamara Brinkman President | Officer | 40 | $60,812 |
Morgan Howard Treasurer | OfficerTrustee | 1 | $0 |
Nancy Green Board Chair | OfficerTrustee | 1 | $0 |
Aron Borowiak Secretary | OfficerTrustee | 1 | $0 |
Christie Ferriell Director | Trustee | 1 | $0 |
Ann Brooks 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 | $429,366 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $429,366 |
| Total Program Service Revenue | $0 |
| Investment income | $21,905 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $6,600 |
| Net Gain/Loss on Asset Sales | $71,746 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $529,617 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $401,417 |
| 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. | $78,224 |
| Compensation of current officers, directors, key employees. | $22,685 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $14,782 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,290 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $11,926 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $6,862 |
| Fees for services: Other | $0 |
| Advertising and promotion | $495 |
| Office expenses | $7,432 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $7,568 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $503 |
| Interest | $0 |
| Payments to affiliates | $8,055 |
| Depreciation, depletion, and amortization | $4,089 |
| Insurance | $6,260 |
| All other expenses | $6,993 |
| Total functional expenses | $649,783 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $38,606 |
| Savings and temporary cash investments | $40,442 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $104,675 |
| 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 | $420 |
| Net Land, buildings, and equipment | $137,792 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $770,897 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,092,832 |
| Accounts payable and accrued expenses | $7,073 |
| 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 | $232,176 |
| Total liabilities | $239,249 |
| Net assets without donor restrictions | $853,583 |
| 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 | $1,092,832 |
Grants Awarded
Over the last fiscal year, United Way Of Whitewater Valley has awarded $363,126 in support to 21 organizations.
| Grant Recipient | Amount |
|---|---|
Richmond, IN PURPOSE: FUNDED PARTNER ALLOCATION | $65,000 |
Saint Charles, MO PURPOSE: FUNDED PARTNER ALLOCATION | $61,466 |
Indianapolis, IN PURPOSE: BASIC NEEDS AND CNA PROGRAM | $36,637 |
Richmond, IN PURPOSE: FUNDED PARTNER ALLOCATION | $28,100 |
Richmond, IN PURPOSE: FUNDED PARTNER ALLOCATION | $24,000 |
WAYNE TOWNSHIP PURPOSE: BASIC NEEDS | $15,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that United Way Of Whitewater Valley has recieved totaling $1,000.
| Awarding Organization | Amount |
|---|---|
Paul W Lingle Family Foundation Uad Dec 31 2007 Richmond, IN PURPOSE: GENERAL | $1,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Way Of Greater St Louis Inc Saint Louis, MO | $114,175,989 | $83,585,264 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
United Way Of Central Indiana Inc Indianapolis, IN | $217,442,591 | $59,941,831 |
United Way Of Metropolitan Chicago Inc Chicago, IL | $58,068,035 | $46,184,540 |
James Whitcomb Riley Memorial Association Indianapolis, IN | $429,029,854 | $68,543,198 |
Worldwide Inventory Network Inc St Louis, MO | $154,273,003 | $31,738,147 |
United Way Of Greater Kansas City Inc Kansas City, MO | $27,299,107 | $44,015,637 |
Metro United Way Inc Louisville, KY | $52,656,581 | $25,773,108 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $25,467,311 | $22,528,941 |
Indiana Association Of United Ways Incorporated Indianapolis, IN | $11,631,864 | $18,149,199 |