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CHARITY REVIEW
Issued: August 2023 Expires: August 2025

Shelby County United Way, Inc.

Accredited Charity
Accredited Charity

Meets Standards

232 S Ohio Ave
Sidney, OH, 45365-3072

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Shelby County United Way, Inc. meets the 20 Standards for Charity Accountability.

Stated Purpose:
"To identify, evaluate, and make possible the human services needed in Shelby County."

Year, State Incorporated:
1957, OH

Shelby County United Way raises between 1.2 and 1.4 million annual to invest in over 27 partner agencies and award an additional 20+ grants a year impacting families, youth, seniors, those facing crisis, health, and new community wide initiatives.

For the year ended June 30, 2022, Shelby County United Way, Inc.'s program expenses were:

Programs $1,272,379
Total Program Expenses $1,272,379

Chief Executive
Karla Young, President/CEO

Chair's Profession / Business Affiliation
Not disclosed

Board Size
21

Paid Staff Size
3

Method(s) Used:
Direct mail appeals, Invitations to fund raising events, Print advertisements (newspapers, magazines, etc.), Grant proposals, Internet, Planned giving arrangements, Appeals via Social Media (Facebook, etc.)

% of Related Contributions on Fundraising: 6.92%

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Shelby County United Way, Inc.'s IRS Form 990 for the year ended June 30, 2022.

Source of Funds
Contributions and Grants $1,341,912
Investment Income $122,799
Other Revenue $34,906
Total Income $1,499,617

Programs: 87% Fundraising: 6% Administrative: 7%

Total Income $1,499,617
Total expenses: $1,465,908
  Program expenses $1,272,379
  Fundraising expenses $92,912
  Administrative expenses $100,617
  Other expenses $0
Income in Excess of Expenses $33,709
Beginning Net Assets $1,193,956
Other Changes In Net Assets $-237,328
Ending Net Assets $990,337
Total Liabilities $1,045,555
Total Assets $2,035,892

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB of Dayton and Miami Valley