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Nonprofit · EIN 34-4473288

SHELBY COUNTY UNITED WAY INC

Tax-exempt · SIDNEY, OH 45365

Financials

$1.6M$1.5M2023$1.6M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of SHELBY COUNTY UNITED WAY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,577,688$1,517,214$60,474$2,321,215$1,140,718$1,180,497
June 30, 2024990$1,583,355$1,480,167$103,188$2,290,516$1,150,837$1,139,679
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,446,992
Program service revenue
$0
Investment income
$80,488
Net gain from sales of assets
$11,473
Other revenue
$50,208

Expenses

Grants and similar amounts paid
$1,121,584
Compensation of officers, directors and key employees
$117,192
Other salaries and wages
$83,999
Salaries, compensation and benefits (total)
$223,363
Professional fundraising fees
$0
Accounting fees
$20,931
Occupancy
$30,283
Depreciation
$12,174
Program services (functional)
$1,212,608
Management and general (functional)
$141,024
Fundraising (functional)
$163,582

Balance sheet and other

Total assets, start of year
$2,290,516
Total assets, end of year
$2,321,215
Total liabilities, end of year
$1,140,718
Net assets, end of year
$1,180,497
Land, buildings and equipment
$8,480
Publicly traded securities
$848,428
Net assets without donor restrictions
$759,360
Net assets with donor restrictions
$421,137
Gross receipts
$1,802,760
Employees
5
Volunteers
379
Year formed
1957
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KARLA YOUNGEXECUTIVE DI
Trustee or director
40$117,192
NATE BARHORSTSECRETARY
Trustee or director
–$0
SARAH BURMEISTERBOARD MEMBER
Trustee or director
–$0
HANNAH DAPORE2ND VICE CHA
Trustee or director, Officer
–$0
KIM DOAKBOARD MEMBER
Trustee or director
–$0
DAWN EILERTBOARD MEMBER
Trustee or director
–$0
ROXANNE HEPFER1ST VICE CHA
Trustee or director
–$0
JIM HILLBOARD MEMBER
Trustee or director
–$0
ASHLEY HIMESBOARD MEMBER
Trustee or director
–$0
BRAD HOGEBOARD MEMBER
Trustee or director
–$0
MARK KAUFMANBOARD MEMBER
Trustee or director
–$0
ALEX LOCHARDBOARD CHAIR
Trustee or director, Officer
–$0
RYAN MAIERBOARD MEMBER
Trustee or director
–$0
ERIC NOBLETREASURER
Trustee or director
–$0
AARON RODEBOARD MEMBER
Trustee or director
–$0
8 more people on this return
NameTitleHours / weekCompensation
ADITYA SAKHALKARBOARD MEMBER
Trustee or director
–$0
MICHAEL SCARPELLIBOARD MEMBER
Trustee or director
–$0
MARK SEERYBOARD MEMBER
Trustee or director
–$0
RYAN SHURTSBOARD MEMBER
Trustee or director
–$0
GREG SNYDERBOARD MEMBER
Trustee or director
–$0
ADAM VANDERHORSTBOARD MEMBER
Trustee or director
–$0
JENNY VANMATREBOARD MEMBER
Trustee or director
–$0
KATY ZIMPFERPAST BOARD C
Trustee or director, Officer
–$0
990 for the year ended June 30, 2024: 21 people
NameTitleHours / weekCompensation
KARLA YOUNGEXECUTIVE DI
Trustee or director
40$33,462
NATE BARHORSTSECRETARY
Trustee or director
–$0
PHIL BORGERBOARD MEMBER
Trustee or director
–$0
HANNAH DAPOREBOARD MEMBER
Trustee or director
–$0
KIM DOAKBOARD MEMBER
Trustee or director
–$0
DAWN EILERTBOARD MEMBER
Trustee or director
–$0
ROXANNE HEPFER2ND BOARD CH
Trustee or director
–$0
JIM HILLBOARD MEMBER
Trustee or director
–$0
ASHLEY HIMESPAST BOARD C
Trustee or director, Officer
–$0
BRAD HOGEBOARD MEMBER
Trustee or director
–$0
CHAD HOLLINGERBOARD MEMBER
Trustee or director, Officer
–$0
ALEX LOCHARD1ST VICE CHA
Trustee or director, Officer
–$0
RYAN MAIERBOARD MEMBER
Trustee or director
–$0
ERIC NOBLETREASURER
Trustee or director
–$0
ADITYA SAKHALKARBOARD MEMBER
Trustee or director
–$0
MARK SEERYBOARD MEMBER
Trustee or director
–$0
RYAN SHURTSBOARD MEMBER
Trustee or director
–$0
GREG SNYDERBOARD MEMBER
Trustee or director
–$0
JENNY VANMATREBOARD MEMBER
Trustee or director
–$0
CHAD WILSONBOARD MEMBER
Trustee or director
–$0
KATY ZIMPFERBOARD CHAIR
Trustee or director, Officer
–$0

Address and contacts

Address (IRS master file)
232 SOUTH OHIO AVENUE, SIDNEY, OH 45365-3072
Principal officer (990 for 2024)
ALEX LOCHARD, 903 WAPAKONETA AVENUE, SIDNEY, OH 45365
Signed the 990
ALEX LOCHARD, BOARD CHAIR
Phone
(937) 492-2101
Return prepared by
MCCRATE DELAET & CO

Mission

SHELBY COUNTY UNITED WAY, INC. CONDUCTS AN ANNUAL FUND RAISING CAMPAIGN TO PROVIDE FUNDING TO HUMAN SERVICE ORGANIZATIONS IN SHELBY COUNTY. OUR MISSION IS TO CONTINUALLY IDENTIFY, EVALUATE AND MAKE POSSIBLE THE HUMAN SERVICES NEEDED IN OUR COMMUNITY. WE STRIVE TO PROMOTE THE VALUES OF COMPASSION, INTEGRITY, COMMUNITY, LEADERSHIP, SERVICE AND VOLUNTEERISM IN OUR ORGANIZATION AND IN THE AREAS THAT WE SERVE. THE VISION OF THE SHELBY COUNTY UNITED WAY IS TO LEAD COLLABORATIVE EFFORTS IN BUILDING A BETTER COMMUNITY.

990 for the year ended June 30, 2025

Program accomplishments

  • ANNUAL FUND RAISING CAMPAIGN THAT SUPPORTS OVER 40 ORGANIZATIONS AND PROGRAMS THROUGH THE PARTNER AGENCY ALLOCATIONS PROCESS AND SPECIAL PROJECT GRANTS. ASSISTS WITH IDENTIFYING, ASSESSING, AND IMPLEMENTING HUMAN SERVICES IN SHELBY COUNTY. FACILITATES AN ALLOCATION PROCESS IN COLLABORATION WITH COMMUNITY VOLUNTEERS TO DETERMINE AND DISTRIBUTE FUNDS RAISED THROUGH THE ANNUAL CAMPAIGN TO LOCAL NON-PROFIT HEALTH AND HUMAN SERVICE PROGRAMS. PROVIDES TRAINING, COACHING, AND CONSULTATION FOR LOCAL AGENCIES, VOLUNTEERS, AND COMMUNITY DONORS. SERVICE: INFORMATION & REFERRAL AND COMMUNITY COLLABORATION ACTIVITIES. COMMUNITY IMPACT MEASURES THAT OUR ORGANIZATION PROVIDES INCLUDE THE PROMOTION, HEALTH AND WELL BEING OF ELIGIBLE INDIVIDUALS WITH MEDICAL NEEDS AND DEVELOPMENTAL DISABILITIES, THE STRENGTHENING OF FAMILIES AND INDIVIDUALS, THE INVESTING OF OUR SERVICES IN THE YOUTH AND CHILDREN OF THE COMMUNITY, THE ENRICHMENT OF THE LIVES OF SENIORS AND THE CARING FOR PEOPLE IN CRISIS. AGENCY: SHELBY COUNTY UNITED WAY ADDRESS: 232 S OHIO AVE., P.O. BOX 751, SIDNEY, OH 45365-0751 PHONE: 937-492-2101 FAX: 937-492-1552 E-MAIL: [email protected] HOURS: 8:30 AM - 5:00 PM SERVICE AREA: SHELBY COUNTY FEE POLICY: N/A ELIGIBILITY: RESIDENTS AND EMPLOYEES OF SHELBY COUNTY CAN ACCESS UNITED WAY AGENCY SERVICES
    Expenses $1,212,608 · grants $1,121,584

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-4473288
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
1970
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,321,215
Income (IRS master file)
$1,802,760

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,577,688$1,517,214$2,321,215XML
990June 2024$1,583,355$1,480,167$2,290,516XML
990June 2023$1,671,115$1,503,452$2,230,739IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 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 34-4473288).

Questions about SHELBY COUNTY UNITED WAY INC

What is the EIN of SHELBY COUNTY UNITED WAY INC?
The employer identification number (EIN) of SHELBY COUNTY UNITED WAY INC is 34-4473288.
Is SHELBY COUNTY UNITED WAY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
Are donations to SHELBY COUNTY UNITED WAY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SHELBY COUNTY UNITED WAY 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 SHELBY COUNTY UNITED WAY INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHELBY COUNTY UNITED WAY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SHELBY COUNTY UNITED WAY INC?
The 990 for the year ended June 30, 2025 names ALEX LOCHARD.
Who are the officers and directors of SHELBY COUNTY UNITED WAY INC?
The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $117,192 (KARLA YOUNG, EXECUTIVE DI).
How much revenue does SHELBY COUNTY UNITED WAY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,577,688, expenses of $1,517,214 and total assets of $2,321,215 at year end.

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