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Nonprofiteer
← UNITED WAY OF CENTRAL INDIANA INC

Form 990 for tax year 2024

Filed by UNITED WAY OF CENTRAL INDIANA INC.

Totals

Total revenue
$51,112,879
Total expenses
$61,528,735
Contributions and grants received
$33,315,503
Grants paid
$42,317,386
Program service revenue
$537,816
Investment income
$17,258,396
Other revenue
$1,164
Total assets, end of year
$255,154,897
Total liabilities, end of year
$34,080,166
Net assets or fund balances, end of year
$221,074,731
Program services expenses (Part IX)
$50,270,711
Management and general expenses
$5,521,974
Fundraising expenses
$5,736,050
Program service expenses (Part III)
$50,270,711

Program services were 81.7% 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.

  • 1c · Fundraising events

    $157,039

  • 1e · Government grants (contributions)

    $1,307,695

  • 1f · All other contributions, gifts and grants

    $31,850,769

  • 1g · Noncash contributions included above

    $1,231,099

  • 2a · Program service revenue: DONOR DESIGNATION FEES

    total $245,978 · related or exempt $245,978

  • 2b · Program service revenue: Sales Program/Workshop Fees

    total $291,838 · related or exempt $291,838

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $7,254,821 · excluded $7,254,821

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $15,720,747

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

    securities $5,717,172

  • 7c · Gain or loss

    securities $10,003,575 · other assets $0

  • 7d · Net gain or loss

    total $10,003,575 · excluded $10,003,575

  • 8a · Fundraising events: gross income

    $27,555

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

    $157,039

  • 8b · Fundraising events: direct expenses

    $100,952

  • 8c · Net income from fundraising events

    total -$73,397 · excluded -$73,397

  • 11a · Other revenue: MISCELLANEOUS

    total $74,561 · related or exempt $74,561

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $74,561

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $41,767,312 · program services $41,767,312

  • 2 · Grants to domestic individuals

    total $550,074 · program services $550,074

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $959,946 · program services $191,989 · management and general $479,973 · fundraising $287,984

  • 7 · Other salaries and wages

    total $9,429,858 · program services $3,889,033 · management and general $2,090,676 · fundraising $3,450,149

  • 8 · Pension plan contributions

    total $512,812 · program services $202,871 · management and general $119,067 · fundraising $190,874

  • 9 · Other employee benefits

    total $1,354,543 · program services $566,735 · management and general $317,787 · fundraising $470,021

  • 10 · Payroll taxes

    total $730,915 · program services $287,973 · management and general $174,965 · fundraising $267,977

  • 11a · Fees: management

    total $2,266,980 · program services $1,545,726 · management and general $674,959 · fundraising $46,295

  • 11b · Fees: legal

    total $5,141 · management and general $5,141

  • 11c · Fees: accounting

    total $68,236 · management and general $68,236

  • 11f · Fees: investment management

    total $442,175 · management and general $442,175

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $226,600 · program services $4,176 · management and general $211,788 · fundraising $10,636

  • 13 · Office expenses

    total $356,049 · program services $135,299 · management and general $81,891 · fundraising $138,859

  • 14 · Information technology

    total $594,995 · program services $226,098 · management and general $232,048 · fundraising $136,849

  • 16 · Occupancy

    total $919,592 · program services $349,445 · management and general $211,506 · fundraising $358,641

  • 17 · Travel

    total $78,052 · program services $41,290 · management and general $18,263 · fundraising $18,499

  • 19 · Conferences, conventions and meetings

    total $363,975 · program services $85,642 · management and general $187,570 · fundraising $90,763

  • 21 · Payments to affiliates

    total $457,448 · program services $173,830 · management and general $105,213 · fundraising $178,405

  • 22 · Depreciation, depletion and amortization

    total $158,734 · program services $60,319 · management and general $36,509 · fundraising $61,906

  • 23 · Insurance

    total $63,663 · program services $24,192 · management and general $14,642 · fundraising $24,829

  • 24a · Other expenses: Miscellaneous

    total $65,469 · program services $12,541 · management and general $49,565 · fundraising $3,363

  • 24b · Other expenses: Program Supplies

    total $156,166 · program services $156,166

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,581 · end of year $500

  • 2 · Savings and temporary cash investments

    beginning of year $16,341,301 · end of year $11,705,312

  • 3 · Pledges and grants receivable

    beginning of year $9,617,337 · end of year $11,205,721

  • 4 · Accounts receivable

    beginning of year $6,984,924 · end of year $1,387,171

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $12,368 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $650,065 · end of year $930,965

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

    $3,901,759

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

    $3,607,538

  • 10c · Land, buildings and equipment, net

    beginning of year $452,953 · end of year $294,221

  • 11 · Investments: publicly traded securities

    beginning of year $214,663,824 · end of year $225,120,376

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $5,093,977 · end of year $4,510,631

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,390,055 · end of year $1,560,923

  • 18 · Grants payable

    beginning of year $17,874,518 · end of year $26,100,633

  • 19 · Deferred revenue

    end of year $62,844

  • 21 · Escrow or custodial account liability

    beginning of year $2,763,865 · end of year $2,110,761

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,772,104 · end of year $4,245,005

  • 27 · Net assets without donor restrictions

    beginning of year $49,105,390 · end of year $34,598,998

  • 28 · Net assets with donor restrictions

    beginning of year $177,912,398 · end of year $186,475,733

Mission and programs · 2024

Mission

UNITED WAY OF CENTRAL INDIANA PARTNERS TO DESIGN, SUPPORT AND GROW SYSTEMS THAT ACCELERATE FINANCIAL STABILITY AND UPWARD MOBILITY FOR INDIVIDUALS AND FAMILIES LIVING IN OR NEAR POVERTY AND STRIVING FOR A BRIGHTER FUTURE.WE HELP PEOPLE LIVE THE LIVES THEY ARE CAPABLE OF LIVING.

Activities or mission (Part I)

UNITED WAY OF CENTRAL INDIANA DESIGNS, SUPPORTS AND GROWS SYSTEMS THAT ACCELERATE FINANCIAL STABILITY AND UPWARD MOBILITY FOR INDIVIDUALS AND FAMILIES LIVING IN OR NEAR POVERTY AND STRIVING FOR A BRIGHTER FUTURE. OUR VISION IS THAT CENTRAL INDIANA WILL BE A COMMUNITY WHERE CHILDREN, INDIVIDUALS AND FAMILIES THRIVE; NEIGHBORS CARE FOR EACH OTHER; AND WE ARE PROUD OF ALL OUR RESIDENTS' QUALITY OF LIFE. WE ACCOMPLISH OUR WORK THROUGH ADVOCATING FOR PUBLIC POLICIES THAT SUPPORT OUR STRATEGIES; CAPACITY BUILDING TO STRENGTHEN THE HUMAN SERVICES SECTOR; DATA AND RESEARCH TO SHOW REAL OUTCOMES; GRANTMAKING AND COMMUNITY INVESTMENTS TO SUPPORT THE SUCCESS OF DIRECT-SERVICE ORGANIZATIONS; INITIATIVES AND PROGRAMS THAT COMPLEMENT THE WORK OF OUR PARTNERS; AND THOUGHT LEADERSHIP AND CONVENING ACROSS THE SECTOR. OUR ANCHOR STATEMENT IS TO HELP PEOPLE LIVE THE LIVES THEY ARE CAPABLE OF LIVING.

  • United Way's Economic Mobility strategies focus on distancing 10,000 Central Indiana households out of poverty by investing in partners that expand access to jobs, education, and financial security. In 2024/2025, $10 million supported 29 CBOs serving 4,386 families and over 11,800 individuals, with a Peer Learning network established to strengthen collaboration and outcomes. The Center for Working Families (CWF) advanced stability for 3,264 individuals through integrated coaching, with 584 achieving an average monthly income increase of $1,400, supported by expanded training and evaluation tools. Additionally, the Workforce Pathways Accelerator pilot, launched with Dress for Success Indianapolis and Indianapolis Urban League, invested $200,000 in each partner to deliver certifications, training, and barrier removal, supporting 63 participants on pathways to sustaining-wage employment

    Expenses $14,762,939 · Grants $14,463,672

  • United Way's Basic Needs strategy strengthens community organizations' ability to support Hoosiers in crisis by providing access to essentials such as shelter, food, health services, and transportation. In 2024/2025, UWCI awarded $12.45 million to 60 community-based organizations (CBOs) for basic needs, delivering nearly 2.9 million services and 3.6 million meals to over 140,000 individuals.

    Expenses $9,553,296 · Grants $9,550,000

  • United Way's Early Care & Learning initiatives advance family stability by expanding access to affordable, high-quality childcare and education while promoting long-term academic success for children. In 2024/2025, 273 educators engaged in professional development through the Early Learning Providers Community of Practice. Additionally, the Early Childhood Education Providers Council has guided grantmaking to stabilize the workforce, and the ReadUP initiative has continued to enhance literacy outcomes, serving more than 7,500 students to date with the support of dedicated community volunteers. United Way advanced its Safe and Affordable Housing strategy in 2024 through a framework focused on reducing housing insecurity, expanding affordable housing supply, and fostering innovation. Key initiatives included the Winter Assistance Fund, which provided $127,224 in utility support to 212 households; and the Emergency Food and Shelter Program, which distributed $2.69 million across six counties to strengthen shelter and food access. Additionally, the Homelessness Targeted Initiative Fund (TIF) advanced systemic solutions to homelessness through capacity building, governance improvements, and the development of a Case Management Institute to strengthen housing navigation and long-term stability.

    Expenses $3,547,396 · Grants $2,300,649

  • Through Other Program services, United Way ensures that all our work is backed up with research and data, implemented with fidelity, and leveraged with other community resources. These included community needs/human services research; public policy advocacy; volunteer training, development, and deployment; nonprofit leadership education and training; and convening community leaders and funders to align resources around shared community goals. We also deployed $950,000 to 13 organizations through our social innovation fund grants. United Way addresses Central Indiana's most pressing needs in education, economic mobility, safe & affordable housing, and basic needs. Much of this work was accomplished in fiscal year 2024/2025 through support of accredited Community Based Organizations (CBOs) across the human services spectrum. These CBOs are part of a rigorous evaluation process that assesses organizational governance; leadership; diversity, equity & inclusion; financial stability; strategic planning; community responsiveness; sustainability & scalability; and ability to market and engage funders to support their work. United Way also supported these CBOs' general operations through donor designated and other-directed gifts; capital, technology and facilities maintenance grants; and evaluation, capacity building, contingency, staff support, and other activities. in addition, United Way administered donor designated dollars to a wide range of unaffiliated organizations across the non-profit sector.

    Expenses $22,407,080 · Grants $16,003,065 · Revenue $612,377

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dick Hester

    TREASURER & SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Fred Payne

    President and CEO

    Total calculated
    $507,470
    From this org
    $453,828
    From related orgs
    $0
    Other
    $53,642
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $347,970
    Bonus
    $104,833
    Other
    $1,025
    Deferred
    $34,586
    Nontaxable benefits
    $19,056
    Filer's total
    $507,470

  • Jeff Harrison

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Amanda Bonilla

    Director

    Total calculated
    $0
    Hours/week
    2

  • Andre Franklin

    Director

    Total calculated
    $0
    Hours/week
    2

  • Andrew Michie

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ann Merkel

    Director

    Total calculated
    $0
    Hours/week
    2

  • Brian Garrison

    Director

    Total calculated
    $0
    Hours/week
    2

  • Bryan Mills

    Director

    Total calculated
    $0
    Hours/week
    2

  • Chris Lowery

    Director

    Total calculated
    $0
    Hours/week
    2

  • Christopher Barney

    Director

    Total calculated
    $0
    Hours/week
    2

  • Daniel Diehl

    Director

    Total calculated
    $0
    Hours/week
    2

  • Deborah Daniels

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dennis Andres

    Director

    Total calculated
    $0
    Hours/week
    2

  • Denny Sponsel

    Director

    Total calculated
    $0
    Hours/week
    2

  • Denny Stephens

    DIRECTOR (BEG 08/01/24)

    Total calculated
    $0
    Hours/week
    2

  • Diana Nolting

    Director

    Total calculated
    $0
    Hours/week
    2

  • Geoff Gailey

    Director

    Total calculated
    $0
    Hours/week
    2

  • Grace Findley

    Director

    Total calculated
    $0
    Hours/week
    2

  • Greg Pemberton

    Director

    Total calculated
    $0
    Hours/week
    2

  • James Starbuck

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jason Eckerle

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jean Wojtowicz

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeb Banner

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Ping

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeremy Buchanan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jimmie McMillian

    Director

    Total calculated
    $0
    Hours/week
    2

  • Johna Norton

    Director

    Total calculated
    $0
    Hours/week
    2

  • Joseph Smith Jr

    Director

    Total calculated
    $0
    Hours/week
    2

  • Julie Singer

    Director

    Total calculated
    $0
    Hours/week
    2

  • KALEN JACKSON

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kaye Vitug

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ken Britt

    Director

    Total calculated
    $0
    Hours/week
    2

  • Lauren James

    Director

    Total calculated
    $0
    Hours/week
    2

  • Lisa Harris

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mandy Parris

    Director

    Total calculated
    $0
    Hours/week
    2

  • Maria Wiley

    Director

    Total calculated
    $0
    Hours/week
    2

  • Marvin Blade

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mary Boelke

    Director

    Total calculated
    $0
    Hours/week
    2

  • Max Harper

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael Becher

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael Dilts

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael O'Connor

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mike North

    Director

    Total calculated
    $0
    Hours/week
    2

  • Neely Pierce

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rafael Sanchez

    Director

    Total calculated
    $0
    Hours/week
    2

  • Samuel Odle

    Director

    Total calculated
    $0
    Hours/week
    2

  • Scott Beier

    Director

    Total calculated
    $0
    Hours/week
    2

  • Scott Luc

    Director

    Total calculated
    $0
    Hours/week
    2

  • Shelly Smith

    Director

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Kim

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tekiah Tunstall

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tory Castor

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Gallagher

    Chief Financial Officer

    Total calculated
    $243,199
    From this org
    $221,481
    From related orgs
    $0
    Other
    $21,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,171
    Bonus
    $21,902
    Other
    $408
    Deferred
    $13,441
    Nontaxable benefits
    $8,277
    Filer's total
    $243,199

  • Regina Ashley

    Chief Operating Officer

    Total calculated
    $259,963
    From this org
    $238,335
    From related orgs
    $0
    Other
    $21,628
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,087
    Bonus
    $21,985
    Other
    $1,263
    Deferred
    $13,351
    Nontaxable benefits
    $8,277
    Filer's total
    $259,963

  • Ashley Scruggs

    VP Talent Management

    Total calculated
    $153,615
    From this org
    $135,707
    From related orgs
    $0
    Other
    $17,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,707
    Bonus
    $0
    Other
    $0
    Deferred
    $8,606
    Nontaxable benefits
    $9,302
    Filer's total
    $153,615

  • Denise Luster

    Chief Strategic Intelligence and Information Officer

    Total calculated
    $221,483
    From this org
    $200,996
    From related orgs
    $0
    Other
    $20,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,655
    Bonus
    $21,881
    Other
    $1,460
    Deferred
    $12,210
    Nontaxable benefits
    $8,277
    Filer's total
    $221,483

  • Maarten Bout

    VP Major and Transformational Gifts

    Total calculated
    $151,588
    From this org
    $135,050
    From related orgs
    $0
    Other
    $16,538
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,050
    Bonus
    $0
    Other
    $0
    Deferred
    $7,406
    Nontaxable benefits
    $9,132
    Filer's total
    $151,588

  • Penny Keller

    Chief Development Officer

    Total calculated
    $221,929
    From this org
    $192,609
    From related orgs
    $0
    Other
    $29,320
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,169
    Bonus
    $19,985
    Other
    $1,455
    Deferred
    $10,264
    Nontaxable benefits
    $19,056
    Filer's total
    $221,929

  • Sara VanSlambrook

    Chief Impact Officer

    Total calculated
    $235,691
    From this org
    $203,788
    From related orgs
    $0
    Other
    $31,903
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,618
    Bonus
    $21,673
    Other
    $1,497
    Deferred
    $12,847
    Nontaxable benefits
    $19,056
    Filer's total
    $235,691

  • Lucia Downton

    VICE PRESIDENT OF TECHNOLOGY AND OPERATIONS

    Total calculated
    $160,092
    From this org
    $133,791
    From related orgs
    $0
    Other
    $26,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,075
    Bonus
    $13,325
    Other
    $1,391
    Deferred
    $10,243
    Nontaxable benefits
    $16,058
    Filer's total
    $160,092

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 7 Non-fixed payments
Bonuses are determined by the Executive Compensation Committee comprised of Board members. The committee annually reviews the TOP MANAGEMENT OFFICIAL positions' goals for the fiscal year and bonus level eligibility for each position in order to make the determination of bonus amounts.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.1
Source object
202533109349303463

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