Form 990 for tax year 2024
Filed by UNITED WAY OF ALLEN COUNTY INC.
Totals
- Total revenue
- $3,160,858
- Total expenses
- $3,090,245
- Contributions and grants received
- $2,987,604
- Grants paid
- $806,851
- Program service revenue
- $0
- Investment income
- $173,254
- Other revenue
- $0
- Total assets, end of year
- $5,026,044
- Total liabilities, end of year
- $759,373
- Net assets or fund balances, end of year
- $4,266,671
- Program services expenses (Part IX)
- $2,184,056
- Management and general expenses
- $532,324
- Fundraising expenses
- $373,865
- Program service expenses (Part III)
- $2,184,056
Program services were 70.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$2,987,604
-
3 · Investment income
total $43,222 · excluded $43,222
-
7a · Gross sales of assets other than inventory
securities $1,365,958
-
7b · Less cost or other basis and sales expenses
securities $1,235,926
-
7c · Gain or loss
securities $130,032
-
7d · Net gain or loss
total $130,032 · excluded $130,032
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $806,851 · program services $806,851
-
5 · Compensation of officers, directors and key employees
total $256,859 · program services $12,842 · management and general $110,246 · fundraising $133,771
-
7 · Other salaries and wages
total $344,788 · program services $248,802 · management and general $1,011 · fundraising $94,975
-
8 · Pension plan contributions
total $19,557 · program services $14,219 · fundraising $5,338
-
9 · Other employee benefits
total $48,654 · program services $23,020 · management and general $7,061 · fundraising $18,573
-
10 · Payroll taxes
total $41,590 · program services $18,716 · management and general $7,070 · fundraising $15,804
-
11c · Fees: accounting
total $24,800 · management and general $24,800
-
11f · Fees: investment management
total $13,081 · management and general $13,081
-
11g · Fees: other
total $322,974 · program services $103,815 · management and general $149,990 · fundraising $69,169
-
12 · Advertising and promotion
total $39,613 · program services $13,595 · management and general $26,018
-
13 · Office expenses
total $23,743 · program services $4,395 · management and general $11,180 · fundraising $8,168
-
14 · Information technology
total $54,590 · program services $12,459 · management and general $42,131
-
16 · Occupancy
total $100,444 · program services $27,120 · management and general $55,244 · fundraising $18,080
-
17 · Travel
total $20,181 · program services $1,335 · management and general $18,709 · fundraising $137
-
19 · Conferences, conventions and meetings
total $5,543 · program services $2,692 · management and general $2,851
-
20 · Interest
total $2,951 · management and general $2,951
-
22 · Depreciation, depletion and amortization
total $6,594 · program services $1,385 · management and general $4,220 · fundraising $989
-
23 · Insurance
total $2,428 · program services $510 · management and general $1,554 · fundraising $364
-
24a · Other expenses: COMMUNITY INVESTMENT
total $883,376 · program services $883,376
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $37,529 · management and general $35,029 · fundraising $2,500
-
24c · Other expenses: PUBLIC EVENTS
total $26,321 · program services $7,291 · management and general $14,200 · fundraising $4,830
-
24d · Other expenses: EQUIPMENT RENTAL & MAINTE
total $7,778 · program services $1,633 · management and general $4,978 · fundraising $1,167
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $50,169 · end of year $102,544
-
2 · Savings and temporary cash investments
beginning of year $10,092 · end of year $1,277
-
3 · Pledges and grants receivable
beginning of year $397,580 · end of year $700,514
-
9 · Prepaid expenses and deferred charges
end of year $12,901
-
10a · Land, buildings and equipment: cost or other basis
$102,263
-
10b · Land, buildings and equipment: accumulated depreciation
$90,139
-
10c · Land, buildings and equipment, net
beginning of year $18,718 · end of year $12,124
-
11 · Investments: publicly traded securities
beginning of year $2,308,480 · end of year $1,713,825
-
15 · Other assets
beginning of year $2,507,942 · end of year $2,482,859
-
17 · Accounts payable and accrued expenses
beginning of year $217,121 · end of year $137,301
-
23 · Secured mortgages and notes payable
beginning of year $500,000 · end of year $75,000
-
25 · Other liabilities
beginning of year $609,835 · end of year $547,072
-
27 · Net assets without donor restrictions
beginning of year $1,834,211 · end of year $2,442,450
-
28 · Net assets with donor restrictions
beginning of year $2,131,814 · end of year $1,824,221
Mission and programs · 2024
Mission
TO BOLDLY IMPACT CRITICAL COMMUNITY ISSUES WITH A VISION OF EFFECTIVELY TRANSFORMING OUR COMMUNITY THROUGH MEASURABLE IMPACT.
-
PRIORITY AREA GRANT FUNDS: UNITED WAY OF ALLEN COUNTY PROVIDES FUNDING TO 19 ORGANIZATIONS THAT PROVIDE SERVICES THAT HELP ACHIEVE COMMUNITY GOALS AROUND FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS. ADDITIONALLY, UNITED WAY INVESTS IN VARIOUS COMMUNITY COLLABORATIONS (KINDERGARTEN COUNTDOWN, VITA, PERSISTENCE PAYS OFF, ETC., EARLY YEARS INITIATIVE) THROUGHOUT ALLEN COUNTY.
Expenses $1,413,446 · Grants $785,000
-
VOLUNTEER INCOME TAX ASSISTANCE (VITA): DURING THE 2025 VITA SEASON, TAX PREPARATION WAS OFFERED AT ONE SITE IN ALLEN COUNTY AND SIX SITES IN DEKALB, NOBLE AND STEUBEN COUNTIES. THIS YEAR, 25 VOLUNTEERS DONATED OVER 1,900 HOURS TO THIS EFFORT. OVER 2.9 MILLION WERE RETURNED TO OVER 2,900 RESIDENTS.
Expenses $100,458
-
KINDERGARTEN COUNTDOWN: KINDERGARTEN COUNTDOWN COMPLETED ITS ELEVENTH YEAR WHERE 115 CHILDREN ATTENDED CLASSES IN THE SCHOOLS THEY WILL BE ATTENDING IN THE FALL. THE PROGRAM OPERATES IN TWO PUBLIC SCHOOL DISTRICTS AND EMPHASIZES CLASSROOM SKILLS LIKE RAISING HANDS AND LINING UP QUIETLY AS WELL AS STRENGTHENING THE LITERACY SKILLS THAT ARE NECESSARY TO LEARN TO READ. THIS YEAR'S STUDENTS SHOWED A 17 PERCENT INCREASE IN BASIC LITERACY SKILLS AND A 18 PERCENT INCREASE IN SOCIAL EMOTIONAL SCORES FROM THE ASSESSMENTS COMPLETED AT THE BEGINNING AND END OF THE FOUR-WEEK PROGRAM. THERE WAS A 38 PERCENT INCREASE IN THE NUMBER STUDENTS ABLE TO WRITE THEIR NAMES.
Expenses $70,762
-
COMMUNITY COLLABORATIONS: UNITED WAY OF ALLEN COUNTY INVESTS IN NUMEROUS COLLABORATIVE EFFORTS THAT CONVENE MULTIPLE PARTNERS TO ADDRESS CRITICAL COMMUNITY ISSUES THROUGH OUR PRIORITY AREAS OF EDUCATIONAL OPPORTUNITIES, FOOD SECURITY, HOUSING STABILITY, AND MENTAL HEALTH ACCESS USING COMMUNITY-BASED SOLUTIONS. --DONOR DESIGNATIONS: UNITED WAY OF ALLEN COUNTY (UWAC) DIRECTS DESIGNATED CONTRIBUTIONS (50 OR MORE) TO A SPECIFIC UWAC PRIORITY AREA(S), INITIATIVE(S), OR TO LOCAL UNITED WAYS IN OTHER COMMUNITIES. UWAC RETAINS 15% OF DESIGNATED GIFTS TO UNITED WAYS/FUNDS THAT ARE PART OF THE NORTHEAST INDIANA CONSORTIUM AND 15.1% ON GIFTS TO OTHER UNITED WAYS. NO OTHER FEES OR PERCENTAGES ARE CHARGED AGAINST THESE GIFTS. --VOLUNTEER ENGAGEMENT AND DAY OF CARING: OUR TOTAL VOLUNTEER ENGAGEMENT COORDINATED OVER 1,700 VOLUNTEERS FOR OVER 9,700 HOURS OF COMMUNITY SERVICE WHICH EQUALS OVER 340,600 WORTH OF SERVICE INVESTED BACK IN TO ALLEN COUNTY. WE WORK WITH CORPORATE PARTNERS TO CONNECT THEIR EMPLOYEES TO VOLUNTEER OPPORTUNITIES IN THE COMMUNITY. WE COORDINATE KIT BUILDS FOR THEM TO COMPLETE OR COMPANIES PARTICIPATE IN OUR LARGEST VOLUNTEER EVENT, DAY OF CARING. OUR 32ND ANNUAL UNITED WAY DAY OF CARING CONTINUED TO REBOUND IN TERMS OF VOLUNTEER NUMBERS. IN 2024, OVER 1,500 VOLUNTEERS CONTRIBUTED OVER 6,000 VOLUNTEER HOURS, AND COMPLETED 72 PROJECTS. PROJECTS SUBMITTED FOR DAY OF CARING ARE COMPLETED IN ONE DAY AND TYPICALLY CONSIST OF CLEANING, LANDSCAPING, PAINTING AND OTHER GENERAL MAINTENANCE. PROJECTS TAKE PLACE AT NON-PROFIT AGENCIES, SCHOOLS OR PRIVATE RESIDENCES COORDINATED BY NEIGHBORLINK. UNITED WAY WORKS TOGETHER WITH CORPORATE PARTNERS, NON-PROFIT AGENCIES AND VOLUNTEERS TO MEET THE NEEDS OF OUR COMMUNITY, MAKING ALLEN COUNTY A BETTER PLACE TO LIVE AND WORK. --PERSISTENCE PAYS OFF: PERSISTENCE PAYS OFF (PPO) IS AN INITIATIVE OF UNITED WAY THAT WAS LAUNCHED IN APRIL 2021. THE GOAL OF THE INITIATIVE IS TO GET MORE STUDENTS TO COMPLETE THEIR COLLEGE DEGREE OR CERTIFICATE BY HELPING ELIMINATE SOME OF THE BARRIERS THAT STUDENTS ARE FACING. WE PARTNER WITH THE TRIO OFFICES AT IVY TECH COMMUNITY COLLEGE FORT WAYNE AND PURDUE FORT WAYNE ALONG WITH LUTHERN SOCIAL SERVICES TO PROVIDE STUDENTS EDUCATIONAL GOAL ATTAINMENT, CASE MANAGEMENT, LIFE SKILLS DEVELOPMENT AND FINANCIAL LITERACY COACHING. THREE HUNDRED AND SIXTY-SIX STUDENTS HAVE RECEIVED SERVICES THROUGH PPO IN FOUR AND A HALF ACADEMIC YEARS WITH A PERSISTENCE RATE OF 96%. THIS MEANS THAT 96% OF THE STUDENTS HAVE EITHER COMPLETED THEIR CERTIFICATION OR DEGREE OR HAVE RE-ENROLLED THE NEXT SEMESTER TO CONTINUE THEIR EDUCATION.
Expenses $599,390 · Grants $21,851
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Brandi BuckBRANDI BUCK
EXECUTIVE DI
- Total calculated
- $107,229
- From this org
- $99,387
- From related orgs
- $0
- Other
- $7,842
- Hours/week
- 40
-
Tammy YeaserTAMMY YEASER
DIRECTOR OF
- Total calculated
- $93,335
- From this org
- $87,957
- From related orgs
- $0
- Other
- $5,378
- Hours/week
- 40
-
Rob Haworth Part YearROB HAWORTH PART YEAR
PRESIDENT &
- Total calculated
- $89,172
- From this org
- $84,578
- From related orgs
- $0
- Other
- $4,594
- Hours/week
- 40
-
Heidi FowlerHEIDI FOWLER
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Chris GomezCHRIS GOMEZ
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Don CatesDON CATES
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Javon BellJAVON BELL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
John CourtJOHN COURT
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 1
-
Peter AdamsPETER ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Allen BrouwerALLEN BROUWER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bonnie Blackburn-PenhollowBONNIE BLACKBURN-PENHOLLOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jill BrownJILL BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim CaptainTIM CAPTAIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie CrandallSTEPHANIE CRANDALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nick DarrahNICK DARRAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah GiaquintaSARAH GIAQUINTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John GuingrichJOHN GUINGRICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
George GuyGEORGE GUY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joel HarterJOEL HARTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott HoffmanSCOTT HOFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Prachi HoffmeisterPRACHI HOFFMEISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ron HowardRON HOWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Austin KnoxAUSTIN KNOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim MooreKIM MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Emily MusserEMILY MUSSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lloyd OsborneLLOYD OSBORNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David PricerDAVID PRICER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy RuddAMY RUDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Evan SchoofEVAN SCHOOF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greta SouthardGRETA SOUTHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven SykesSTEVEN SYKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$180,000
PROGRAM SUPPORT
-
LUTHERAN SOCIAL SERVICES OF IN
$125,000
PROGRAM SUPPORT
-
$70,000
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
$30,000
PROGRAM SUPPORT
-
$30,000
PROGRAM SUPPORT
-
$30,000
PROGRAM SUPPORT
-
$30,000
PROGRAM SUPPORT
-
$30,000
PROGRAM SUPPORT
-
$25,000
PROGRAM SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202543219349302219
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.