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Nonprofiteer
← UNITED WAY OF ALLEN COUNTY INC

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 Buck

    EXECUTIVE DI

    Total calculated
    $107,229
    From this org
    $99,387
    From related orgs
    $0
    Other
    $7,842
    Hours/week
    40
  • Tammy 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 Year

    PRESIDENT &

    Total calculated
    $89,172
    From this org
    $84,578
    From related orgs
    $0
    Other
    $4,594
    Hours/week
    40
  • Heidi Fowler

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Chris Gomez

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Don Cates

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Javon Bell

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • John Court

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1
  • Peter Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Allen Brouwer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bonnie Blackburn-Penhollow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jill Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Tim Captain

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stephanie Crandall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nick Darrah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sarah Giaquinta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Guingrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • George Guy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joel Harter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Scott Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Prachi Hoffmeister

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ron Howard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Austin Knox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kim Moore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Emily Musser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Lloyd Osborne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David Pricer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Amy Rudd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Evan Schoof

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Greta Southard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Steven 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

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.

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