Civic Intelligence

Steuben County United Way Inc.

990EZ • Fiscal year 2017 • EIN 23-7168857

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 03, 2018

317 S Wayne St No 3DAngola, IN 46703

(260) 665-6196

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.14x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-5.2%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

90th percentile

$42,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 31.6% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.2%

Faster asset growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-26%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$220,402

Down $7,365 (-3.2%) from 2016

Net Assets

Down

$188,545

Down $4,799 (-2.5%) from 2016

Liabilities

Down

$31,857

Down $2,566 (-7.5%) from 2016

Revenue

Down

$132,893

Down $46,974 (-26%) from 2016

Expenses

Up

$139,849

Up $10,427 (+8.1%) from 2016

Net Income

Down

-$6,956

Down $57,401 (-114%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$220,402
Liabilities$31,857
Net Assets$188,545

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$132,893
Expenses$139,849
Net Income-$6,956
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 3, 2018
Return Version
2017v2.3
Gross Receipts
$145,138
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.

Program Services

DescriptionGrantsExpenses
IMPROVE EDUCATION, AND CUT THE NUMBER OF HIGH SCHOOL DROPOUTS - 1.2 MILLION STUDENTS, EVERY YEAR - IN HALF. HELP PEOPLE ACHIEVE FINANCIAL STABILITY, AND GET 1.9 MILLION WORKING FAMILIES - HALF THE NUMBER OF LOWER-INCOME FAMILIES WHO ARE FINANCIALLY UNSTABLE - ON THE ROAD TO ECONOMIC INDEPENDENCE. PROMOTE HEALTHY LIVES, AND INCREASE BY ONE-THIRD THE NUMBER OF YOUTH AND ADULTS WHO ARE HEALTHY AND AVOID RISKY BEHAVIORS.$50,000$89,848
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA BRODOCKExecutive DirectorFT$42,000-$42,000
MARK COWENPresident-$0--
SCOTT BLASCHAKTreasurer-$0--
LAURA LUTTERBECKSecretary-$0--
AUSTIN BUDREAUDirector-$0--
LAURA MACKNICKDirector-$0--
TOM SANBORNDirector-$0--
JESSICA BIRDDirector-$0--
JAMIE HERMANDirector-$0--
JENNIFER LAROSEDirector-$0--
SHERRY HOLIDAYDirector-$0--
JERRY MCDERMIDDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$18,092$18,092$2,761$15,331
Power of the Purse$11,035$11,035$1,073$9,962
Total Events$33,982$33,982$12,245$21,737
Filing and Contact Details

Filer

Filer Name
Steuben County United Way Inc
EIN
23-7168857
Phone
2606656196
Address
317 S WAYNE ST NO 3D, ANGOLA, IN 46703

Signing Officer

Name
Jessica Brodock
Title
Executive Director
Phone
2606656196
Signed
2018-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
202 W BERRY STREET SUITE 600, FORT WAYNE, IN 46802
Preparer
Phillip Mckenzie
Phone
2604968297
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other income. Amount: 963.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: casa of ne indiana. Affiliate address: 116 w 300 n, albion, in 46701. Amount of payment: 5,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: community anti violence alliance. Affiliate address: 1455 s old us highway 27 #1, angola, in 46703. Amount of payment: 500.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: hoosiers feeding the hungry. Affiliate address: po box 131, corunna, in 46730. Amount of payment: 5,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: r.i.s.e inc. Affiliate address: 1600 wohlert street, angola, in 46703. Amount of payment: 5,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: steuben county council on aging. Affiliate address: 317 s wayne st, angola, in 46703. Amount of payment: 7,600.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: tlc - steuben. Affiliate address: 812 w maumee st, angola, in 46703. Amount of payment: 3,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: turning point shelter. Affiliate address: 600 williams st, angola, in 46703. Amount of payment: 8,200.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: women in transition. Affiliate address: 412 s john street, angola, in 46703. Amount of payment: 2,500.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: ymca. Affiliate address: 500 east harcourt road, angola, in 46703. Amount of payment: 10,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: big brothers big sisters. Affiliate address: 1005 w rudisill blvd, fort wayne, in 46807. Amount of payment: 2,000.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: catholic charities. Affiliate address: 915 s clinton st fort wayne, in 46802. Amount of payment: 1,200. Total included on form 990-ez, line 10: 50,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office supplies. Amount: 1,436. Description: travel expenses. Amount: 2,644. Description: meals and entertainment. Amount: 802. Description: conference expense. Amount: 1,233. Description: membership dues. Amount: 2,136. Description: grant project expense. Amount: 1,512. Description: 211 service fees. Amount: 6,547. Description: postage. Amount: 504. Total to form 990-ez, line 16: 16,814.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: changes in value of beneficial interest. Amount: 1,316. Description: donated services. Amount: 841. Total to form 990-ez, line 20: 2,157.

Form 990-ez, Part II, Line 24 - Other Assets

Description: pledges receivable. Beg. Of year amount: 69,428. End of year amount: 61,981. Description: grants receivable. Beg. Of year amount: 30,200. End of year amount: 0. Description: prepaid expenses. Beg. Of year amount: 874. End of year amount: 913. Description: foundation of steuben county. Beg. Of year amount: 16,745. End of year amount: 18,061.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 3,853. End of year amount: 2,968. Description: designations payable. Beg. Of year amount: 20,495. End of year amount: 16,389. Description: allocations payable. Beg. Of year amount: 10,075. End of year amount: 12,500.

Raw XML Appendix278 raw XML fields

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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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01497
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0450
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01947
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER INCOME. AMOUNT: 963.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: CASA OF NE INDIANA. AFFILIATE ADDRESS: 116 W 300 N, ALBION, IN 46701. AMOUNT OF PAYMENT: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: COMMUNITY ANTI VIOLENCE ALLIANCE. AFFILIATE ADDRESS: 1455 S OLD US HIGHWAY 27 #1, ANGOLA, IN 46703. AMOUNT OF PAYMENT: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFFILIATE NAME: HOOSIERS FEEDING THE HUNGRY. AFFILIATE ADDRESS: PO BOX 131, CORUNNA, IN 46730. AMOUNT OF PAYMENT: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFFILIATE NAME: R.I.S.E INC. AFFILIATE ADDRESS: 1600 WOHLERT STREET, ANGOLA, IN 46703. AMOUNT OF PAYMENT: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AFFILIATE NAME: STEUBEN COUNTY COUNCIL ON AGING. AFFILIATE ADDRESS: 317 S WAYNE ST, ANGOLA, IN 46703. AMOUNT OF PAYMENT: 7,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AFFILIATE NAME: TLC - STEUBEN. AFFILIATE ADDRESS: 812 W MAUMEE ST, ANGOLA, IN 46703. AMOUNT OF PAYMENT: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AFFILIATE NAME: TURNING POINT SHELTER. AFFILIATE ADDRESS: 600 WILLIAMS ST, ANGOLA, IN 46703. AMOUNT OF PAYMENT: 8,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AFFILIATE NAME: WOMEN IN TRANSITION. AFFILIATE ADDRESS: 412 S JOHN STREET, ANGOLA, IN 46703. AMOUNT OF PAYMENT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9AFFILIATE NAME: YMCA. AFFILIATE ADDRESS: 500 EAST HARCOURT ROAD, ANGOLA, IN 46703. AMOUNT OF PAYMENT: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10AFFILIATE NAME: BIG BROTHERS BIG SISTERS. AFFILIATE ADDRESS: 1005 W RUDISILL BLVD, FORT WAYNE, IN 46807. AMOUNT OF PAYMENT: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11AFFILIATE NAME: CATHOLIC CHARITIES. AFFILIATE ADDRESS: 915 S CLINTON ST FORT WAYNE, IN 46802. AMOUNT OF PAYMENT: 1,200. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 50,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 1,436. DESCRIPTION: TRAVEL EXPENSES. AMOUNT: 2,644. DESCRIPTION: MEALS AND ENTERTAINMENT. AMOUNT: 802. DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 1,233. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 2,136. DESCRIPTION: GRANT PROJECT EXPENSE. AMOUNT: 1,512. DESCRIPTION: 211 SERVICE FEES. AMOUNT: 6,547. DESCRIPTION: POSTAGE. AMOUNT: 504. TOTAL TO FORM 990-EZ, LINE 16: 16,814.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DESCRIPTION: CHANGES IN VALUE OF BENEFICIAL INTEREST. AMOUNT: 1,316. DESCRIPTION: DONATED SERVICES. AMOUNT: 841. TOTAL TO FORM 990-EZ, LINE 20: 2,157.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 69,428. END OF YEAR AMOUNT: 61,981. DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 30,200. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 874. END OF YEAR AMOUNT: 913. DESCRIPTION: FOUNDATION OF STEUBEN COUNTY. BEG. OF YEAR AMOUNT: 16,745. END OF YEAR AMOUNT: 18,061.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 3,853. END OF YEAR AMOUNT: 2,968. DESCRIPTION: DESIGNATIONS PAYABLE. BEG. OF YEAR AMOUNT: 20,495. END OF YEAR AMOUNT: 16,389. DESCRIPTION: ALLOCATIONS PAYABLE. BEG. OF YEAR AMOUNT: 10,075. END OF YEAR AMOUNT: 12,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA BRODOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02606656196
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEUBEN COUNTY UNITED WAY INC
ReturnHeader/Filer/BusinessNameControlTxt0STEU
ReturnHeader/Filer/EIN0237168857
ReturnHeader/Filer/PhoneNum02606656196
ReturnHeader/Filer/USAddress/AddressLine1Txt0317 S WAYNE ST NO 3D
ReturnHeader/Filer/USAddress/CityNm0ANGOLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046703
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0643352B9F15448159FCEA49C3B95F896E0D7BC68
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E161B3F58194D89CEE3D67F035CD4423D3664268
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.132.79.18
ReturnHeader/FilingSecurityInformation/IPDt02018-10-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:25:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0202 W BERRY STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604968297
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP MCKENZIE
ReturnHeader/ReturnTs02018-11-01T07:11:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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