Nonprofit · EIN 31-4411236
UNITED WAY OF KNOX COUNTY OHIO INC
Tax-exempt · MOUNT VERNON, OH 43050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,374,104 | $1,243,195 | $130,909 | $1,623,193 | $683,310 | $939,883 |
| December 31, 2023 | 990 | $1,178,892 | $1,132,087 | $46,805 | $1,437,078 | $627,398 | $809,680 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,185,313
- of which government grants
- $117,394
- Program service revenue
- $31,127
- Investment income
- $130,421
- Net income from fundraising events
- $27,243
- Other revenue
- $27,243
Expenses
- Grants and similar amounts paid
- $661,739
- Compensation of officers, directors and key employees
- $75,870
- Other salaries and wages
- $154,079
- Salaries, compensation and benefits (total)
- $268,323
- Professional fundraising fees
- $0
- Accounting fees
- $20,940
- Occupancy
- $10,493
- Travel
- $360
- Depreciation
- $13,344
- Program services (functional)
- $1,079,319
- Management and general (functional)
- $98,271
- Fundraising (functional)
- $65,605
Balance sheet and other
- Total assets, start of year
- $1,437,078
- Total assets, end of year
- $1,623,193
- Total liabilities, end of year
- $683,310
- Net assets, end of year
- $939,883
- Land, buildings and equipment
- $204,374
- Net assets without donor restrictions
- $910,453
- Net assets with donor restrictions
- $29,430
- Gross receipts
- $1,423,663
- Employees
- 7
- Volunteers
- 0
- Year formed
- 1951
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN ELLIS | EXECUTIVE DIRECTOR Officer | 40 | $38,750 | $3,037 |
| LORI JONES-PERKINS | EXECUTIVE DIRECTOR Officer | 40 | $34,426 | $3,033 |
| MARNE AUSEC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN BELL | PRESIDENT Trustee or director | 3 | $0 | $0 |
| WENDI FOWLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TODD HAWKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA BRAGG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETHANY CELMAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR SUZANNE HELMING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA LLOYD | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| SAM FILKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSH FILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RENEE MCDANIEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADAM RIDENBAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA CUNNINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCY RINEHART | DIRECTOR Trustee or director | 1 | $0 |
| JASON SNIVELY | DIRECTOR Trustee or director | 1 | $0 |
| TODD TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI JONES-PERKINS | EXECUTIVE DIRECTOR Officer | 40 | $35,095 | $2,553 |
| KELLY BRENNEMAN | EXECUTIVE DIRECTOR Officer | 40 | $34,775 | $2,543 |
| MARNE AUSEC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB BOSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN BELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CASEY BRAYSHAW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TODD HAWKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA HAYES-CAUDILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETHANY CELMAR | PRESIDENT Trustee or director | 1 | $0 | $0 |
| DR SUZANNE HELMING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA LLOYD | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| SAM FILKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES MCLAUGHLIN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| RENEE MCDANIEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ADAM RIDENBAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA CUNNINGHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCY RINEHART | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JASON SNIVELY | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 305 E HIGH ST, MOUNT VERNON, OH 43050-3419
- Principal officer (990 for 2024)
- SAM FILKINS, 305 EAST HIGH STREET, MOUNT VERNON, OH 43050
- Signed the 990
- SAM FILKINS, BOARD CHAIR
- Phone
- (740) 397-5721
- Website
- WWW.UWAYKNOX.ORG
- Return prepared by
- WILSON SHANNON & SNOW INC
Mission
UNITED WAY OF KNOX COUNTY ASSESSES THE NEEDS OF KNOX COUNTY AND STRATEGICALLY INVESTS DONOR CONTRIBUTIONS INTO PROGRAMS THAT TARGET COMMUNITY NEEDS. PRIORITY AREAS OF FOCUS ARE EDUCATION, FINANCIAL STABILITY AND HEALTH.
Program accomplishments
- CONDUCTED ANNUAL COMMUNITY IMPACT INVESTMENT PROCESS, ALLOCATING FUNDS FOR 31 PROGRAMS FROM 20 PARTNER AGENCIES SERVING KNOX COUNTY. THESE PROGRAMS HELP CHILDREN PREPARE FOR SCHOOL SUCCESS, HELP FAMILIES AND HOUSEHOLDS BECOME MORE FINANCIALLY STABLE, AND HELP PEOPLE LEAD HEALTHY LIFESTYLES.Expenses $661,739 · grants $661,739 · revenue $141
- SEE SCHEDULE O.Expenses $417,580 · revenue $30,986
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-4411236
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,623,193
- Income (IRS master file)
- $1,423,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,374,104 | $1,243,195 | $1,623,193 | IRS |
| 990 | December 2023 | $1,178,892 | $1,132,087 | $1,437,078 | XML |
| 990 | December 2022 | $1,030,726 | $1,224,200 | $1,479,447 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-4411236).
Questions about UNITED WAY OF KNOX COUNTY OHIO INC
- What is the EIN of UNITED WAY OF KNOX COUNTY OHIO INC?
- The employer identification number (EIN) of UNITED WAY OF KNOX COUNTY OHIO INC is 31-4411236.
- Is UNITED WAY OF KNOX COUNTY OHIO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to UNITED WAY OF KNOX COUNTY OHIO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF KNOX COUNTY OHIO INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF KNOX COUNTY OHIO INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF KNOX COUNTY OHIO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED WAY OF KNOX COUNTY OHIO INC?
- The 990 for the year ended December 31, 2024 names SAM FILKINS.
- Who are the officers and directors of UNITED WAY OF KNOX COUNTY OHIO INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 2 received compensation from the organization, the highest $38,750 (KATHLEEN ELLIS, EXECUTIVE DIRECTOR).
- How much revenue does UNITED WAY OF KNOX COUNTY OHIO INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,374,104, expenses of $1,243,195 and total assets of $1,623,193 at year end.
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