Civic Intelligence

Steuben County United Way Inc

EIN 23-7168857 • 501(c)3 • Elkhart, IN

Profile

The mission of steuben county united way is to gather, in an accountable manner, community resources to support agencies and programs that address basic health and human needs to improve the quality of life in steuben county.

601 County Rd 17Elkhart, IN 46516

crossroadsuw.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-3.6%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

39th percentile

-9.3%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

49th percentile

-2.0%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$98,523

Down $21,317 (-18%) from 2022

Liabilities

Down

$6,995

Down $7,381 (-51%) from 2022

Net Assets

Down

$91,528

Down $13,936 (-13%) from 2022

Revenue

Down

$101,399

Down $4,262 (-4.0%) from 2022

Expenses

Down

$105,054

Down $16,962 (-14%) from 2022

Net Income

Up

-$3,655

Up $12,700 (+78%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $255,903Liabilities 2010: $64,573Net Assets 2010: $191,3302010Assets 2011: $199,089Liabilities 2011: $33,108Net Assets 2011: $165,9812011Assets 2012: $186,328Liabilities 2012: $75,652Net Assets 2012: $110,6762012Assets 2016: $227,767Liabilities 2016: $34,423Net Assets 2016: $193,3442016Assets 2017: $220,402Liabilities 2017: $31,857Net Assets 2017: $188,5452017Assets 2019: $196,364Liabilities 2019: $31,370Net Assets 2019: $164,9942019Assets 2020: $115,322Liabilities 2020: $19,510Net Assets 2020: $95,8122020Assets 2022: $119,840Liabilities 2022: $14,376Net Assets 2022: $105,4642022Assets 2024: $98,523Liabilities 2024: $6,995Net Assets 2024: $91,5282024

Highlighted filing

2024

Assets$98,523
Liabilities$6,995
Net Assets$91,528

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $227,3622010Expenses 2011: $206,5702011Expenses 2012: $211,1162012Revenue 2016: $179,867Expenses 2016: $129,422Net Income 2016: $50,4452016Revenue 2017: $132,893Expenses 2017: $139,849Net Income 2017: -$6,9562017Revenue 2019: $163,337Expenses 2019: $154,420Net Income 2019: $8,9172019Revenue 2020: $289,919Expenses 2020: $360,485Net Income 2020: -$70,5662020Revenue 2022: $105,661Expenses 2022: $122,016Net Income 2022: -$16,3552022Revenue 2024: $101,399Expenses 2024: $105,054Net Income 2024: -$3,6552024

Highlighted filing

2024

Revenue$101,399
Expenses$105,054
Net Income-$3,655

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$123,647
Mission and Program Overview

Mission

The mission of steuben county united way is to gather, in an accountable manner, community resources to support agencies and programs that address basic health and human needs to improve the quality of life in steuben county.

To provide funds to numerous area not-for-profit agencies and to improve the quality of life in steuben county

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$97,811$44,829▼ $52,982
Pledges and Grants Receivable$3,846$34,223▲ $30,377
Investments Other Securities$18,016$18,016→ $0
Prepaid Expenses and Deferred Charges$2,043$1,455▼ $588
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$121,716$98,523▼ $23,193
Liabilities
Accounts Payable and Accrued Expenses$16,407$4,063▼ $12,344
Grants Payable$10,126$2,932▼ $7,194
Total Liabilities$26,533$6,995▼ $19,538
Net Assets / Fund Balance
Net Assets With Donor Restrictions$112,628$187,038▲ $74,410
Net Assets Without Donor Restrictions$-17,445$-95,510▼ $78,065
Total Net Assets Fund Balance$95,183$91,528▼ $3,655
Total Liabilities and Net Assets / Fund Balance$121,716$98,523▼ $23,193

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,785$1,785
Other Securities$18,016--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica BirdExecutive DirectorFT$33,164$33,164

Board Members and Trustees

NameTitle
Brent AldrichPresident
Aj WilsonVice President
Brent RupertDirector
Brian SanbornDirector
Rachel SanbornDirector
Sandy GriffinDirector
Rachel FaulknerSecretary
Tim NewbyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,991
Program Service Revenue
$0
Investment Income
$776
Other Revenue
$21,632
All Other Contributions
$78,991
Change in Net Assets
$-3,655
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,783
Salaries, Compensation, and Employee Benefits$35,892
Other Expenses$32,379
Total Fundraising Expense$28,495
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,783--$36,783
Current Officers, Directors, Trustees, and Key Employees$8,339$5,003$20,013$33,355
Fees for Services Other-$17,857-$17,857
Occupancy$1,166$699$2,798$4,663
Payroll Taxes$634$381$1,522$2,537
Insurance$319$191$765$1,275
Fees for Services Accounting-$1,250-$1,250
Travel$261$157$628$1,046
Office Expenses$109$140$554$803
Information Technology$90$54$216$360
Other Expenses$59$36$143$238
All Other Expenses$23$14$52$89
Total Functional Expenses$48,014$28,545$28,495$105,054
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Turning Point ShelterAngola, IN501(c)(3)To Provide Temporary Shelter, Food, and Clothing to Homeless in Steuben County$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,880
Fundraising Direct Expenses$22,248
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Power of the Purse$26,689$26,689$8,530$18,159
Golf Outing$11,425$11,425$2,719$8,706
Total Events$43,880$43,880$22,248$21,632
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Brian sanborn and rachel sanborn are married.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by staff and board members.

Form 990, Part VI, Section B, Line 12C

All staff and volunteers are required to read and sign conflict of interest policy agreement.

Form 990, Part VI, Section C, Line 19

A copy of the 990 will be provided upon submission of a written request to the executive director.

Filing and Contact Details

Filer

Filer Name
Steuben County United Way Inc
EIN
23-7168857
Phone
5742951650
Address
601 COUNTY RD 17, ELKHART, IN 46516

Signing Officer

Name
Bill Purcell
Title
Executive Director
Phone
5742951650
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Purcell
Formed
1957
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
196

Preparer

Firm
Ksm Business Services Inc
Address
202 WEST BERRY STREET SUITE 600, FORT WAYNE, IN 46802
Preparer
Casse Tate
Phone
2604968297
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees: program service expenses 0. Management and general expenses 17,857. Fundraising expenses 0. Total expenses 17,857.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RevenueAmt079767
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2020 AMOUNT: $ 687. 2021 AMOUNT: $ 715.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt078991
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt089734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067782
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0218027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0270676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0725210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0776
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0750
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02497
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0715
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0687
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01402
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84720
IRS990ScheduleA/PublicSupportPY170Pct00.84010
IRS990ScheduleA/PublicSupportTotal170Amt0725210
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt078991
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt089734
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0218027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0270676
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0725210
IRS990ScheduleA/TotalSupportAmt0855985
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt021632
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt020388
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt037129
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt029175
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt018552
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0126876
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01785
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01785
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt018016
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST HELD BY COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt018016
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022248
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0POWER OF THE PURSE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026689
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05766
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043880
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021632
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt010599
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021848
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02719
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08530
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0400
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt07000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE TEMPORARY SHELTER, FOOD, AND CLOTHING TO HOMELESS IN STEUBEN COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TURNING POINT SHELTER
IRS990ScheduleI/RecipientTable/RecipientEIN0351799967
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0600 WILLIAM ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ANGOLA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046703
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BRIAN SANBORN AND RACHEL SANBORN ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY STAFF AND BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL STAFF AND VOLUNTEERS ARE REQUIRED TO READ AND SIGN CONFLICT OF INTEREST POLICY AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE 990 WILL BE PROVIDED UPON SUBMISSION OF A WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,857. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,857.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0121716
IRS990/TotalAssetsEOYAmt098523
IRS990/TotalAssetsGrp/BOYAmt0121716
IRS990/TotalAssetsGrp/EOYAmt098523
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt078991
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028495
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028545
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048014
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105054
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026533
IRS990/TotalLiabilitiesEOYAmt06995
IRS990/TotalLiabilitiesGrp/BOYAmt026533
IRS990/TotalLiabilitiesGrp/EOYAmt06995
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095183
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt091528
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt048014
IRS990/TotalReportableCompFromOrgAmt033164
IRS990/TotalRevenueGrp/ExclusionAmt022408
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0101399
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0196
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0121716
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt098523

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