Batavia United Way

aka Batavia Community Chest   |   Batavia, IL   |
GuideStar Charity Check

Batavia United Way

EIN: 36-3208945


Batavia United Way is a nonprofit community-based organization striving to increase the public's awareness and support of social service needs as well as acting as a conduit for collection of community contributions. Batavia United Way works with local government, businesses, area nonprofits, and our school district to form strong collaborations and partnerships. This collective expertise allows us to creatively address the ever-changing needs of our community and support Batavia community members specifically in the areas of education, health, and income stability.

Ruling year info


Executive Director

Kathy Evangelista

Main address

PO Box 372

Batavia, IL 60510 USA

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Formerly known as

Batavia Community Chest/ United Way



Subject area info




Health care quality

Health care access

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Population served info

Children and youth



Immigrants and migrants

Economically disadvantaged people

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NTEE code info

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

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms


Programs and results

What we aim to solve

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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?

Success By 6 Early Learning Initiative

Batavia United Way believes that all children should be able to flourish. Our Success By 6 (SB6) early learning initiative envisions a community where all children have access to early educational opportunities regardless of economic status. To accomplish this, Batavia United Way runs two programs in an effort to set children on the path to success: SB6 Preschool Scholarships and Batavia's Dolly Parton Imagination Library.
The SB6 Preschool Scholarship funds scholarships to families who would otherwise not be able to afford preschool in an effort to close the educational gaps that have continued to grow through and post-pandemic.
Batavia's Dolly Parton Imagination Library provides a monthly mailed book for all registered children age 0-5 at no cost to the family in an effort to build a love of reading. This was embarked upon due to the falling literacy rates in our community.

Population(s) Served
Infants and toddlers
Economically disadvantaged people

Where we work


Batavia United Way
Fiscal year: Oct 01 - Sep 30
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
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


Average of 0.00 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990


Average of 7 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990


Average of 5% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Batavia United Way

Revenue & expenses

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Batavia United Way

Balance sheet

Fiscal Year: Oct 01 - Sep 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

Batavia United Way

Financial trends analysis Glossary & formula definitions

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

This snapshot of Batavia 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 $28,062 $27,683 -$20,869 $2,324 $18,325
As % of expenses 16.3% 9.9% -7.2% 0.7% 8.6%
Unrestricted surplus (deficit) after depreciation $28,062 $27,683 -$20,869 $2,324 $18,325
As % of expenses 16.3% 9.9% -7.2% 0.7% 8.6%
Revenue composition info
Total revenue (unrestricted & restricted) $271,948 $323,001 $240,256 $278,307 $227,782
Total revenue, % change over prior year 35.5% 18.8% -25.6% 15.8% -18.2%
Program services revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.0% 0.0% 0.1% 0.0% 0.0%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 100.0% 100.0% 99.9% 100.0% 100.0%
Other revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $171,802 $280,413 $291,527 $325,948 $213,294
Total expenses, % change over prior year 5.3% 63.2% 4.0% 11.8% -34.6%
Personnel 16.6% 10.5% 11.0% 11.8% 18.8%
Professional fees 0.8% 0.5% 0.5% 0.5% 0.4%
Occupancy 0.0% 0.0% 0.0% 0.0% 0.0%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 64.3% 38.4% 39.7% 35.9% 58.2%
All other expenses 18.3% 50.6% 48.8% 51.8% 22.6%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $171,802 $280,413 $291,527 $325,948 $213,294
One month of savings $14,317 $23,368 $24,294 $27,162 $17,775
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $186,119 $303,781 $315,821 $353,110 $231,069

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 17.4 12.5 9.9 7.1 11.7
Months of cash and investments 17.4 12.5 9.9 7.1 11.7
Months of estimated liquid unrestricted net assets 10.1 7.4 6.2 5.7 9.7
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $249,659 $292,247 $240,976 $193,335 $207,823
Investments $0 $0 $0 $0 $0
Receivables $0 $0 $0 $0 $0
Gross land, buildings, equipment (LBE) $0 $0 $0 $0 $0
Accumulated depreciation (as a % of LBE) 0.0% 0.0% 0.0% 0.0% 0.0%
Liabilities (as a % of assets) 0.0% 0.0% 0.0% 0.0% 0.0%
Unrestricted net assets $144,411 $172,094 $151,225 $153,549 $171,874
Temporarily restricted net assets $105,248 $120,153 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $105,248 $120,153 $89,751 $39,786 $35,949
Total net assets $249,659 $292,247 $240,976 $193,335 $207,823

Key data checks

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


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

Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

Executive Director

Kathy Evangelista

Number of employees

Source: IRS Form 990

Batavia United Way

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

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.

Batavia United Way

Board of directors
as of 08/31/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Pam Kent

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Organizational demographics

SOURCE: Self-reported; last updated 8/31/2023

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


The organization's leader identifies as:

Race & ethnicity
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

Gender identity


Sexual orientation


No data

We do not display disability information for organizations with fewer than 15 staff.