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Heart of Indiana United Way

Live United

aka United Way of Delaware, Henry and Randolph Counties   |   Muncie, IN   |  https://heartofindianaunitedway.org/
GuideStar Charity Check

Heart of Indiana United Way

EIN: 35-0996148


Mission

The Heart of Indiana United Way looks to improve the quality of life in our five counties by engaging people and organizations to advance education, financial stability and access to quality health care.

Ruling year info

1958

President and CEO

Jenni Marsh

Main address

PO Box 968

Muncie, IN 47308 USA

Show more contact info

EIN

35-0996148

Subject area info

Foundations

Nonprofits

Population served info

Children and youth

Adults

Families

NTEE code info

Fund Raising Organizations That Cross Categories includes Community Funds/Trusts and Federated Giving Programs) e.g. United Way (T70)

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

United Way fights for the education, health and financial stability of every person in every community. Heart of Indiana United Way serves the people of Delaware, Fayette, Henry, Madison and Randolph Counties. Across this region, over 40% of residents struggle to make ends meet. Many of these families are ALICE (Asset Limited, Income Constrained and Employed). ALICE households earn above the Federal Poverty Level but still struggle to afford their basic needs. Heart of Indiana United Way works with donors, volunteers and nonprofits to help ALICE individuals and their children not only survive but to thrive long-term.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Community Fundraising and Grantmaking

Through community investments, Heart of Indiana United Way unites donors and volunteers in an effort to end the cycle of generational poverty.

Population(s) Served
Adults
Children and youth

United Way’s Grade Level Reading initiatives help young readers improve their reading levels and eliminate barriers to success. United Way sponsors Dolly Parton’s Imagination Library to increase access to books and words for over 1,000 children ages birth to five in each of our three counties. Read United partners third graders with volunteers during school to help improve their reading and comprehension skills. To help prevent summer learning loss while students are out of school, donor investments provide access to free high-quality books through Summer Book Give-Away so children can build their own home libraries. Across our region, 3rd-grade classrooms can participate in Take Off and Read, which challenges students to read the most books they can over a six week period.

With measurable outcomes, United Way funds opportunities along the pathway to success to graduation and beyond.

Population(s) Served
Children and youth

Support from donors helps make it possible for individuals and families to take control of their health care and prevent costly trips to the emergency room or hospital. Our strategically funded programs also seek to build resilience in children.

Population(s) Served
Adults
Children and youth

United Way helps people get on the road to financial stability by investing in programs that provide increased access to income supports, job training, and financial education. The THRIVE Network gives hardworking, yet financially struggling individuals the tools, resources, and support to build better financial futures.

Population(s) Served
Families
Adults

Where we work

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

At United Way, we turn outward to listen to and learn from the community about what their hopes, challenges, and ideas for improving the community are. We pair this public knowledge with expert data and research to determine where to invest financial and volunteer resources to make the biggest impact within the focus areas of education, health, and financial stability. Beginning at birth, United Way supports a brighter future for our next generation by investing in programs that promote grade-level reading —the single greatest predictor of a child’s success in school and life. We support healthy families by concentrating on key strategies identified by health experts. United Way also fights for the financial stability of every person in every community. Our THRIVE Network partners provide coactive coaching, resources, and tools for families who are working to build a better financial future.

Heart of Indiana United Way invests community contributions in community programs and direct services across our region, based upon the input of community members. United Way strategically invests in programming that puts children and families on the pathway to success. Our goal is for hardworking individuals to have their basic needs met, get better jobs earning enough money to support themselves and their families, increase their ability to save money, build assets and have access to healthcare.

To break the cycle of generational poverty, Heart of Indiana United Way also has a goal to help children reach their full potential in school and life. Through the support of donors, volunteers and partners, Heart of Indiana United Way is creating a brighter future for the next generation by helping children start school ready for kindergarten and to be reading at grade level by 3rd grade. By helping children reach these benchmarks, we help to put them on the path to lifelong success.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    It is difficult to get honest feedback from the people we serve

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

1.90

Average of 2.22 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

2.3

Average of 11.8 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

34%

Average of 25% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Heart of Indiana United Way

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Heart of Indiana United Way

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Heart of Indiana United Way

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Heart of Indiana United Way’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $161,546 -$127,536 -$132,078 $172,096 $538,337
As % of expenses 10.0% -7.5% -7.1% 6.1% 12.5%
Unrestricted surplus (deficit) after depreciation $155,640 -$130,758 -$135,022 $169,032 $530,660
As % of expenses 9.6% -7.7% -7.3% 6.0% 12.3%
Revenue composition info
Total revenue (unrestricted & restricted) $1,643,956 $1,553,924 $3,080,602 $1,708,515 $3,761,894
Total revenue, % change over prior year 0.2% -5.5% 98.2% -44.5% 120.2%
Program services revenue 2.0% 0.7% 0.4% 0.4% 0.9%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 1.7% 2.1% 1.1% 2.2% 1.9%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 91.7% 95.6% 96.8% 73.3% 91.3%
Other revenue 4.6% 1.6% 1.7% 24.1% 5.8%
Expense composition info
Total expenses before depreciation $1,612,685 $1,696,755 $1,857,510 $2,829,102 $4,305,881
Total expenses, % change over prior year 2.2% 5.2% 9.5% 52.3% 52.2%
Personnel 24.3% 24.6% 24.0% 16.8% 20.4%
Professional fees 5.8% 4.3% 4.9% 3.8% 3.5%
Occupancy 1.9% 2.3% 1.8% 1.2% 1.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 54.8% 55.9% 51.1% 69.8% 39.4%
All other expenses 13.1% 12.9% 18.2% 8.5% 35.6%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $1,618,591 $1,699,977 $1,860,454 $2,832,166 $4,313,558
One month of savings $134,390 $141,396 $154,793 $235,759 $358,823
Debt principal payment $0 $0 $0 $74,100 $0
Fixed asset additions $0 $4,835 $0 $0 $132,825
Total full costs (estimated) $1,752,981 $1,846,208 $2,015,247 $3,142,025 $4,805,206

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 12.3 11.1 18.2 6.2 2.3
Months of cash and investments 20.2 18.8 25.1 12.0 10.4
Months of estimated liquid unrestricted net assets 16.2 14.5 12.3 8.8 6.9
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $1,655,575 $1,565,484 $2,811,032 $1,472,403 $826,045
Investments $1,060,964 $1,096,294 $1,067,204 $1,360,104 $2,910,418
Receivables $456,904 $470,938 $548,356 $689,268 $851,014
Gross land, buildings, equipment (LBE) $58,673 $59,833 $59,262 $59,315 $257,744
Accumulated depreciation (as a % of LBE) 77.1% 74.8% 78.1% 80.5% 46.9%
Liabilities (as a % of assets) 23.4% 26.3% 22.3% 29.0% 29.6%
Unrestricted net assets $2,189,695 $2,058,937 $1,923,915 $2,092,947 $2,623,607
Temporarily restricted net assets $145,189 $141,588 N/A N/A N/A
Permanently restricted net assets $535,075 $524,591 N/A N/A N/A
Total restricted net assets $680,264 $666,179 $1,935,952 $891,172 $1,334,101
Total net assets $2,869,959 $2,725,116 $3,859,867 $2,984,119 $3,957,708

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

President and CEO

Jenni Marsh

Number of employees

Source: IRS Form 990

Heart of Indiana United Way

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Heart of Indiana United Way

Board of directors
as of 01/24/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Matt Kelsey

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Treva Bostic

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Jennifer Dudley

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Kevin Eckerty

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Susana Rivera-Mills

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Tony Harvey

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Alisa Wells

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Daniel Stallings

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Kevin Woehler

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Betsy Mills

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Obadiah Smith

Jennifer Gibson

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Organizational demographics

SOURCE: Self-reported; last updated 8/18/2021

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person with a disability

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 08/29/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.