Civic Intelligence

United Way of Muskingum Perry and Morgan Counties Inc

EIN 31-4379456 • 501(c)3 • Zanesville, OH

Profile

UNITED WAY AGENCY

Refreshing map…

158 N 5th StZanesville, OH 43701

www.unitedwayofmpm.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.05x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

26th percentile

$43,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

55th percentile

5.6%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,490,224

Up $292,851 (+5.6%) from 2023

Liabilities

Up

$36,232

Up $5,205 (+17%) from 2023

Net Assets

Up

$5,453,992

Up $287,646 (+5.6%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$673,255

Down $660,539 (-50%) from 2023

Expenses

Up

$899,837

Up $204,090 (+29%) from 2023

Net Income

Down

-$226,582

Down $864,629 (-136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $4,356,298Liabilities 2015: $516,383Net Assets 2015: $3,839,9152015Assets 2016: $4,127,012Liabilities 2016: $522,742Net Assets 2016: $3,604,2702016Assets 2017: $4,247,869Liabilities 2017: $514,796Net Assets 2017: $3,733,0732017Assets 2018: $4,346,951Liabilities 2018: $429,528Net Assets 2018: $3,917,4232018Assets 2019: $4,699,617Liabilities 2019: $244,808Net Assets 2019: $4,454,8092019Assets 2020: $5,078,093Liabilities 2020: $73,977Net Assets 2020: $5,004,1162020Assets 2021: $5,608,085Liabilities 2021: $45,856Net Assets 2021: $5,562,2292021Assets 2022: $4,582,572Liabilities 2022: $50,959Net Assets 2022: $4,531,6132022Assets 2023: $5,197,373Liabilities 2023: $31,027Net Assets 2023: $5,166,3462023Assets 2024: $5,490,224Liabilities 2024: $36,232Net Assets 2024: $5,453,9922024

Highlighted filing

2024

Assets$5,490,224
Liabilities$36,232
Net Assets$5,453,992
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2015: $877,510Expenses 2015: $903,223Net Income 2015: -$25,7132015Revenue 2016: $653,969Expenses 2016: $889,614Net Income 2016: -$235,6452016Revenue 2017: $1,035,117Expenses 2017: $906,314Net Income 2017: $128,8032017Revenue 2018: $962,814Expenses 2018: $778,464Net Income 2018: $184,3502018Revenue 2019: $1,278,823Expenses 2019: $812,020Net Income 2019: $466,8032019Revenue 2020: $1,286,085Expenses 2020: $736,778Net Income 2020: $549,3072020Revenue 2021: $1,291,137Expenses 2021: $733,024Net Income 2021: $558,1132021Revenue 2022: -$253,797Expenses 2022: $776,819Net Income 2022: -$1,030,6162022Revenue 2023: $1,333,794Expenses 2023: $695,747Net Income 2023: $638,0472023Revenue 2024: $673,255Expenses 2024: $899,837Net Income 2024: -$226,5822024

Highlighted filing

2024

Revenue$673,255
Expenses$899,837
Net Income-$226,582
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,490,224
Liabilities
$36,232
Net assets
$5,453,992
Revenue
$673,255
Expenses
$899,837
Net income
-$226,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$0.04$5.45$0.67$0.90$0.23
2023Detailed filing. Detailed filing data is available for this year.$5.20$0.03$5.17$1.33$0.70$0.64
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.05$4.53$0.25$0.78$1.03
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.05$5.56$1.29$0.73$0.56
2020Detailed filing. Detailed filing data is available for this year.$5.08$0.07$5.00$1.29$0.74$0.55
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.24$4.45$1.28$0.81$0.47
2018Detailed filing. Detailed filing data is available for this year.$4.35$0.43$3.92$0.96$0.78$0.18
2017Detailed filing. Detailed filing data is available for this year.$4.25$0.51$3.73$1.04$0.91$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.13$0.52$3.60$0.65$0.89$0.24
2015Detailed filing. Detailed filing data is available for this year.$4.36$0.52$3.84$0.88$0.90$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 2, 2025
Return Version
2024v5.0
Gross Receipts
$673,255
Mission and Program Overview

Mission

UNITED WAY AGENCY

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$456,970$507,301▲ $50,331
Savings and Temporary Cash Investments$503,288$490,873▼ $12,415
Pledges and Grants Receivable$453,688$196,738▼ $256,950
Land, Buildings, and Equipment, Net$17,000$13,384▼ $3,616
Prepaid Expenses and Deferred Charges$5,704$4,765▼ $939
Cash and Non-Interest-Bearing Accounts-$50-
Total Assets$5,197,373$5,490,224▲ $292,851
Other Assets Total$3,760,723$4,277,113▲ $516,390
Liabilities
Accounts Payable and Accrued Expenses$31,027$36,232▲ $5,205
Total Liabilities$31,027$36,232▲ $5,205
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,675,626$4,183,548▲ $507,922
Net Assets Without Donor Restrictions$1,490,720$1,270,444▼ $220,276
Total Net Assets Fund Balance$5,166,346$5,453,992▲ $287,646
Total Liabilities and Net Assets / Fund Balance$5,197,373$5,490,224▲ $292,851

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,384$15,747$29,131
Other Assets Org$67,609--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$148,263$600▲ $16,721-$161,174
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tracey BallasCEOFT$43,000$43,000
Meg DeedrickFormer CEOFT$39,561$39,561

Board Members and Trustees

NameTitle
David StewartChair
Leah VensilPast Chair
Adrian WilliamsBoard Member
Carol HowdyshellBoard Member
Carter BrownBoard Member
Danny BrennemanBoard Member
Dylan ParryBoard Member
Jennifer FoldenBoard Member
Kelley DaspitBoard Member
Kylie EmmertBoard Member
Marc CarpenterBoard Member
Sasha GrundfastBoard Member
Noelle JarrettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$597,857
Program Service Revenue
$2,733
Investment Income
$72,665
Other Revenue
$0
All Other Contributions
$597,857
Change in Net Assets
$-226,582

Audited Revenue Reconciliation

Revenue per Audited Statements
$673,255
Revenue Not Reported on Form 990
$284,139
Total Revenue per Audited Statements
$957,394
Total Revenue per Form 990
$673,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$463,635
Salaries, Compensation, and Employee Benefits$300,935
Other Expenses$135,267
Total Fundraising Expense$102,927
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$463,635--$463,635
Other Salaries and Wages$54,016$38,583$61,733$154,332
Current Officers, Directors, Trustees, and Key Employees$28,896$20,640$33,024$82,560
Fees for Services Accounting$18,216$20,969-$39,185
Other Employee Benefits-$32,042-$32,042
Payroll Taxes-$23,605-$23,605
Occupancy-$15,000-$15,000
Information Technology-$10,293-$10,293
Fees for Services Other$1,798$4,494$2,697$8,989
Pension Plan Contributions-$8,396-$8,396
Fees for Service Investment Mgmnt Fees-$8,046-$8,046
Payments to Affiliates-$5,678-$5,678
Depreciation Depletion-$4,411-$4,411
Advertising--$4,030$4,030
Insurance-$3,918-$3,918
Office Expenses$477$2,016$955$3,448
Other Expenses$683$901$488$2,072
Total Functional Expenses$567,721$229,189$102,927$899,837

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$899,837
Total Expenses per Form 990$899,837
Total Expenses per Audited Statements$891,791
Expenses Not Reported on Form 990$-8,046
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Salvation ArmyZanesville, OH501c3Various Programs$81,686
United Way of Greater Dayton AreaDayton, OH501c3Helplink211$57,500
Ohio University FoundationAthens, OH501c3Family Stability$49,666
Zanesville Habitat for HumanityMillfield, OH501c3Homeownership$37,700
Buckeye Valley Family YmcaZanesville, OH501c3Backpack Program$30,975
Guernsey County Community DevelopmeCambridge, OH501c3Medical Transport$25,224
Muskingum County Community FoundatiZanesville, OH501c3Imagination Library$15,000
Perry County District LibraryNew Lexington, OH501c3Imagination Library$14,500
Kate Love Simpson Morgan County LibMcconnelsville, OH501c3Imagination Library$12,000
Muskingum Valley Health CentersZanesville, OH501c3Sdoh Interventions$11,989
Perry County Job & Family ServicesNew Lexington, OH501c3Transportation$11,885
New Lexington Local SchoolsNew Lexington, OH501c3United for Kids$10,875
Catholic Social ServicesZanesville, OH501c3Payee Program$9,675
South East Area TransitZanesville, OH501c3Food Box Transport$9,649
Perry County Housing CoalitionCrooksville, OH501c3Homeless Assistance$8,215
Muskingum Behavioral HeatlhZanesville, OH501c3Halo Program$8,133
Access TuscawarasDover, OH501c3Bridges to Wellness$7,750
Zanesville City SchoolsZanesville, OH501c3School Supplies$7,500
Zane State College FundZanesville, OH501c3Student Emergency$6,183
Family Health Services of EcoNewark, OH501c3Health and Wellness$5,800
Washington Morgan Community ActionMarietta, OH501c3Senior Nutrition$5,800
Muskingum Valley Boy Scouts of AmerZanesville, OH501c3Youth Development$5,525
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“990 is presented to board for approval before filing.”

Form 990, Page 6, Part VI, Line 12C

“Agency keeps conflict of interest disclosure forms.”

Form 990, Page 6, Part VI, Line 15A

“ANNUAL REVIEW BY BOARD.”

Form 990, Page 6, Part VI, Line 15B

“ANNUAL REVIEW BY BOARD.”

Form 990, Page 6, Part VI, Line 19

“The public is directed to the agency's website for accessability.”

Filing and Contact Details

Filer

Filer Name
United Way of Muskingum Perry and
EIN
31-4379456
Phone
7404546872
Address
158 N 5TH ST, ZANESVILLE, OH 43701

Signing Officer

Name
Tracey Ballas
Title
CEO
Phone
7404546872
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracey Ballas
Formed
1954
Legal Domicile
Oh
Voting Board Members
13
Independent Board Members
13
Employees
10
Volunteers
12

Preparer

Firm
Seo CPA Group Ltd
Address
3596 MAPLE AVE STE B, ZANESVILLE, OH 43701
Preparer
Heather Dolen CPA
Phone
7408681100
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment fees -8,046 investment fees 8,046”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Support charitable work of the agency.”

Schedule D, Page 3, Part X

“The agency is a non-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for federal or state income taxes is reflected in the accompanying financial statements. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the agency and recognize a tax liability (or asset) if the agency has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The agency has analyzed the tax positions taken by the agency, and has concluded that as of december 31, 2024, there are no uncertain positions taken or expected to be taken that would require recognition (or asset) or disclosure in the financial statements. The agency is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The agency believes it is no longer subject to income tax examinations for years prior to 2021.”

Schedule D, Page 4, Part XI, Line 2D

“INVESTMENT FEES -8,046”

Schedule D, Page 4, Part XII, Line 2D

“INVESTMENT FEES -8,046”

Raw XML AppendixShowing 400 of 698 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 82,803
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SUPPORT CHARITABLE WORK OF THE AGENCY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE AGENCY IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE AGENCY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE AGENCY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE AGENCY HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AGENCY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE AGENCY BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
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