United Way of Bartholomew County Inc

Analysis

United Way of Bartholomew County Inc is a registered charity in United States, based in Columbus, IN. It received its IRS tax-exemption ruling in July 1967, 59 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, United Way of Bartholomew County Inc reported income of $4.9m and spending of $4.9m, spending 101% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $4.6m to $4.9m (+6.3%), an average of +1.5% a year. The sharpest change came in the year to December 2020, when income rose by 24%. Over the whole period it spent 103% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, United Way of Bartholomew County Inc sits at the 93rd percentile: it is larger than about 93% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 92nd percentile within IN. Charities of a similar size with the same main cause include We Take It for Charity Inc ($4.9m), Legacy Foundation Inc ($4.9m) and Muskingum County Community Foundation ($4.9m).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. Compensation of current officers, directors and key employees was $182k (3.7% of expenses). Other salaries and wages came to $585k. At year end it held assets of $4.1m against liabilities of $2.3m, net assets of $1.8m. It reported 24 employees.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.