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Nonprofiteer
← SHELBY COUNTY UNITED FUND INC

Form 990 for tax year 2023

Filed by SHELBY COUNTY UNITED FUND INC.

Totals

Total revenue
$1,104,850
Total expenses
$1,058,809
Contributions and grants received
$1,037,561
Grants paid
$817,179
Program service revenue
$0
Investment income
$70,380
Other revenue
-$3,091
Total assets, end of year
$2,610,276
Total liabilities, end of year
$9,366
Net assets or fund balances, end of year
$2,600,910
Program services expenses (Part IX)
$826,290
Management and general expenses
$102,516
Fundraising expenses
$130,003
Program service expenses (Part III)
$826,290

Program services were 78.0% 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.

  • 1c · Fundraising events

    $14,217

  • 1f · All other contributions, gifts and grants

    $1,023,344

  • 1g · Noncash contributions included above

    $11,459

  • 3 · Investment income

    total $66,447 · excluded $66,447

  • 7a · Gross sales of assets other than inventory

    securities $172,286

  • 7b · Less cost or other basis and sales expenses

    securities $168,353

  • 7c · Gain or loss

    securities $3,933

  • 7d · Net gain or loss

    total $3,933 · related or exempt $3,933

  • 8a · Fundraising events: contributions included on line 1c

    $14,217

  • 8b · Fundraising events: direct expenses

    $3,091

  • 8c · Net income from fundraising events

    total -$3,091 · excluded -$3,091

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $817,179 · program services $817,179

  • 5 · Compensation of officers, directors and key employees

    total $69,240 · program services $3,462 · management and general $28,388 · fundraising $37,390

  • 7 · Other salaries and wages

    total $38,311 · program services $1,916 · management and general $15,708 · fundraising $20,687

  • 9 · Other employee benefits

    total $8,701 · program services $435 · management and general $3,567 · fundraising $4,699

  • 10 · Payroll taxes

    total $8,654 · program services $433 · management and general $3,548 · fundraising $4,673

  • 11c · Fees: accounting

    total $7,904 · program services $395 · management and general $3,240 · fundraising $4,269

  • 11f · Fees: investment management

    total $14,255 · management and general $14,255

  • 12 · Advertising and promotion

    total $11,061 · fundraising $11,061

  • 13 · Office expenses

    total $24,844 · program services $415 · management and general $3,407 · fundraising $21,022

  • 16 · Occupancy

    total $25,860 · program services $1,293 · management and general $10,602 · fundraising $13,965

  • 22 · Depreciation, depletion and amortization

    total $7,825 · program services $391 · management and general $3,208 · fundraising $4,226

  • 23 · Insurance

    total $7,093 · program services $355 · management and general $2,908 · fundraising $3,830

  • 24a · Other expenses: WRITE-OFF UNCOLLECTIBLES

    total $13,556 · management and general $13,556

  • 24b · Other expenses: MEALS

    total $4,011 · fundraising $4,011

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $315 · program services $16 · management and general $129 · fundraising $170

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $295,867 · end of year $593,636

  • 2 · Savings and temporary cash investments

    beginning of year $165,487

  • 3 · Pledges and grants receivable

    beginning of year $163,962 · end of year $130,107

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,160 · end of year $6,573

  • 10a · Land, buildings and equipment: cost or other basis

    $308,193

  • 10b · Land, buildings and equipment: accumulated depreciation

    $194,122

  • 10c · Land, buildings and equipment, net

    beginning of year $121,896 · end of year $114,071

  • 11 · Investments: publicly traded securities

    beginning of year $1,191,699 · end of year $1,324,687

  • 15 · Other assets

    beginning of year $406,882 · end of year $441,202

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,795 · end of year $9,366

  • 27 · Net assets without donor restrictions

    beginning of year $873,124 · end of year $1,058,224

  • 28 · Net assets with donor restrictions

    beginning of year $1,470,034 · end of year $1,542,686

Mission and programs · 2023

Mission

THE MISSION OF SHELBY COUNTY UNITED FUND, INC. IS TO IMPROVE THE QUALITY OF LIFE IN SHELBY COUNTY BY MOBILIZING THE CARING POWER OF VOLUNTEERS AND DONORS TO ADVANCE THE COMMON GOOD.

  • ALLOCATIONS TO MEMBER AGENCIES.

    Expenses $826,290 · Grants $817,179

As filed on the 2023 return.

Listed in Part VII

  • Kyle Beaty

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Davis

    1ST VICE PRE

    Total calculated
    $0
    Hours/week
    1

  • Michelle Woodall

    2ND VICE PRE

    Total calculated
    $0
    Hours/week
    1

  • Elaina Tindall

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Dana Sherwood

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Brent Sandman

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Dede Allender

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Blue

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Evans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Glasco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aaron Haehl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amber Loudin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ryan Mikus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Pike

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brady Rife

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alecia Gross

    CEO

    Total calculated
    $69,240
    From this org
    $69,240
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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
2023
Filed
22 October 2024
IRS schema version
2023v5.0
Source object
202412999349301471

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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