Civic Intelligence

United Way of Delaware County

EIN 31-4423899 • 501(c)3 • Delaware, OH

Profile

The mission of the united way of delaware county is to improve the quality of life in our community. This is achieved by effectively managing the funds entrusted to them and strategically investing in programs that enhance health, education and financial stability in the community.

PO Box 319Delaware, OH 43015

www.liveuniteddelawarecounty.org

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.27x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.26x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

58th percentile

8.4%

Higher net margin than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$179,085

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.6%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,845,692

Down $145,343 (-3.6%) from 2023

Liabilities

Down

$1,025,848

Down $397,838 (-28%) from 2023

Net Assets

Up

$2,819,844

Up $252,495 (+9.8%) from 2023

Revenue

Down

$3,918,644

Down $464,372 (-11%) from 2023

Expenses

Down

$3,589,787

Down $108,164 (-2.9%) from 2023

Net Income

Down

$328,857

Down $356,208 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $2,907,951Liabilities 2017: $2,149,345Net Assets 2017: $758,6062017Assets 2018: $2,732,761Liabilities 2018: $1,714,832Net Assets 2018: $1,017,9292018Assets 2019: $2,479,559Liabilities 2019: $1,588,345Net Assets 2019: $891,2142019Assets 2020: $2,217,338Liabilities 2020: $1,116,401Net Assets 2020: $1,100,9372020Assets 2021: $3,081,089Liabilities 2021: $1,457,153Net Assets 2021: $1,623,9362021Assets 2022: $3,797,384Liabilities 2022: $1,630,676Net Assets 2022: $2,166,7082022Assets 2023: $3,991,035Liabilities 2023: $1,423,686Net Assets 2023: $2,567,3492023Assets 2024: $3,845,692Liabilities 2024: $1,025,848Net Assets 2024: $2,819,8442024

Highlighted filing

2024

Assets$3,845,692
Liabilities$1,025,848
Net Assets$2,819,844

Operations Trend

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

$15M$10M$5.0M$0Revenue 2017: $3,680,777Expenses 2017: $3,537,994Net Income 2017: $142,7832017Revenue 2018: $3,673,441Expenses 2018: $3,442,662Net Income 2018: $230,7792018Revenue 2019: $3,573,597Expenses 2019: $3,489,356Net Income 2019: $84,2412019Revenue 2020: $3,545,268Expenses 2020: $3,102,605Net Income 2020: $442,6632020Revenue 2021: $5,421,165Expenses 2021: $4,819,024Net Income 2021: $602,1412021Revenue 2022: $11,465,938Expenses 2022: $10,635,557Net Income 2022: $830,3812022Revenue 2023: $4,383,016Expenses 2023: $3,697,951Net Income 2023: $685,0652023Revenue 2024: $3,918,644Expenses 2024: $3,589,787Net Income 2024: $328,8572024

Highlighted filing

2024

Revenue$3,918,644
Expenses$3,589,787
Net Income$328,857

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 17, 2025
Return Version
2023v6.0
Gross Receipts
$4,237,956
Mission and Program Overview

Mission

The mission of the united way of delaware county is to improve the quality of life in our community. This is achieved by effectively managing the funds entrusted to them and strategically investing in programs that enhance health, education and financial stability in the community.

Uwdc leads and mobilizes the caring power of individuals and organizations to improve the lives of others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$973,210$1,066,155▲ $92,945
Pledges and Grants Receivable$929,351$961,669▲ $32,318
Investments in Publicly Traded Securities$717,954$781,387▲ $63,433
Land, Buildings, and Equipment, Net$536,266$526,346▼ $9,920
Cash and Non-Interest-Bearing Accounts$491,980$280,177▼ $211,803
Investments Other Securities$7,535$18,585▲ $11,050
Prepaid Expenses and Deferred Charges$8,790$14,758▲ $5,968
Total Assets$3,991,035$3,845,692▼ $145,343
Other Assets Total$325,949$196,615▼ $129,334
Liabilities
Grants Payable$735,621$849,844▲ $114,223
Other Liabilities$195,707$131,615▼ $64,092
Accounts Payable and Accrued Expenses$45,718$39,220▼ $6,498
Deferred Revenue$446,640$5,169▼ $441,471
Total Liabilities$1,423,686$1,025,848▼ $397,838
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,107,174$2,603,526▲ $496,352
Net Assets Without Donor Restrictions$460,175$216,318▼ $243,857
Total Net Assets Fund Balance$2,567,349$2,819,844▲ $252,495
Total Liabilities and Net Assets / Fund Balance$3,991,035$3,845,692▼ $145,343

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$502,588$51,329$553,917
Equipment$17,908$128,873$146,781
Other Land Buildings$5,850$11,446$17,296
Other Assets Org$131,615--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon FellerPresidentFT$142,691$36,394$179,085

Board Members and Trustees

NameTitle
Amy PinnickChair
Jake GibsonChair Elect
Michael CarrelPast Chair
Abby GoolsbyBoard Member
Adonis BoldenBoard Member
Ashley CassidyBoard Member
Gary MartzBoard Member
Joshua SangoroBoard Member
Lisa HughesBoard Member
Roland TokarskiBoard Member
Hollie FoustSecretary
Brian ReeseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,831,117
Program Service Revenue
$0
Investment Income
$31,039
Other Revenue
$56,488
All Other Contributions
$2,643,757
Change in Net Assets
$328,857

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$91,167Fair Market Value (FMV)
Total Noncash Contributions1$91,167-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,945,301
Revenue Not Reported on Financial Statements
$-26,657
Revenue Not Reported on Form 990
$-570,154
Other Revenue Adjustments
$-31,588
Total Revenue per Audited Statements
$3,375,147
Total Revenue per Form 990
$3,918,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,751,938
Salaries, Compensation, and Employee Benefits$1,022,237
Other Expenses$815,612
Total Fundraising Expense$87,819
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,751,938--$1,751,938
Other Salaries and Wages$559,292$97,151$44,914$701,357
Current Officers, Directors, Trustees, and Key Employees$142,396$25,090$11,599$179,085
Office Expenses$87,397$6,277$6,277$99,951
Payroll Taxes$54,838$9,526$4,404$68,768
Other Employee Benefits$32,976$6,494$3,002$42,472
Depreciation Depletion$30,758$2,929$2,929$36,616
Occupancy$31,018$2,070$2,070$35,158
Fees for Services Accounting$30,138$1,986$1,986$34,110
Pension Plan Contributions$23,367$4,915$2,273$30,555
Other Expenses$14,128$1,345$1,345$16,818
Insurance$10,687$989$989$12,665
Fees for Service Investment Mgmnt Fees$5,998$5,502$571$12,071
Travel$9,867$935$935$11,737
All Other Expenses$8,904$792$792$10,488
Fees for Services Legal$3,507$231$231$3,969
Fees for Services Other$2,359$155$155$2,669
Total Functional Expenses$3,332,234$169,734$87,819$3,589,787

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,589,787
Total Expenses per Audited Statements$3,122,652
Expenses per Audited Statements$3,091,064
Expenses Not Reported on Financial Statements$498,723
Other Expense Adjustments$493,792
Expenses Not Reported on Form 990$31,588
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
People in Need of Delaware County OhioDelaware, OH501(c)(3)Program Operating Cost$128,994
Grace Clinic of OhioDelaware, OH501(c)(3)Program Operating Cost$80,294
Liberty Community CenterDelaware, OH501(c)(3)Program Operating Cost$79,863
Salvation Army in Central OhioColumbus, OH501(c)(3)Program Operating Cost$78,323
Lutheran Social Services of Central OhioWorthington, OH501(c)(3)Program Operating Cost$65,240
Turning PointMarion, OH501(c)(3)Program Operating Cost$64,399
Delaware City VineyardDelaware, OH501(c)(3)Program Operating Cost$40,106
Helpline of Delaware & Morrow CountiesDelaware, OH501(c)(3)Program Operating Cost$39,017
Delaware Speech & Hearing CenterDelaware, OH501(c)(3)Program Operating Cost$28,514
Common Ground Free StoreDelaware, OH501(c)(3)Program Operating Cost$21,165
Family Promise of Delaware CountyDelaware, OH501(c)(3)Program Operating Cost$12,885
SourcepointDelaware, OH501(c)(3)Program Operating Cost$8,517
Owu Dept of Health & Human KineticsDelaware, OH501(c)(3)Program Operating Cost$8,075
ANDREW'S HOUSEDelaware, OH501(c)(3)Program Operating Cost$6,840
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$31,588
Fundraising Gross Income$25,965
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Party on the Patio$14,305$14,305-$14,305
Room to Grow$81,232$11,660$1,835$9,825
Total Events$95,537$25,965$31,588$-5,623
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long Term Lease Liabiltiy$66,757
Short Term Lease Liabiltiy$64,858
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Section B, Line 11B

The form 990 is presented to the board for approval prior to its filing.

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

Board, community impact members, and staff complete a conflict of interest policy form annually.

Form 990, Part VI, Section B, Line 15

The hr committee performs an annual review which is then presented to the board for final approval.

Form 990, Part VI, Section C, Line 19

POSTED ON WEBSITE.

Filing and Contact Details

Filer

Filer Name
United Way of Delaware County
EIN
31-4423899
Phone
6144368929
Address
PO BOX 319, DELAWARE, OH 43015

Signing Officer

Name
Brandon Feller
Title
President
Phone
6144368929
Signed
2025-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandon Feller
Formed
1971
Legal Domicile
Oh
Voting Board Members
12
Independent Board Members
12
Employees
32
Volunteers
427

Preparer

Firm
Clark Schaefer Hackett & Co
Address
4449 EASTON WAY SUITE 400, COLUMBUS, OH 43219
Preparer
Natosha Carr
Phone
6148852208
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Uncollectible pledges -129,563.

FORM 990, PART XII, LINE 2C:

This process has not changed from the prior year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Donor designations -493,792. Uncollectible pledges -129,563.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising expenses -31,588.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 31,588.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Donor designations 493,792.

Raw XML AppendixShowing 400 of 758 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/MissionDesc0THE MISSION OF THE UNITED WAY OF DELAWARE COUNTY IS TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY. THIS IS ACHIEVED BY EFFECTIVELY MANAGING THE FUNDS ENTRUSTED TO THEM AND STRATEGICALLY INVESTING IN PROGRAMS THAT ENHANCE HEALTH, EDUCATION AND FINANCIAL STABILITY IN THE COMMUNITY.
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IRS990/ProgSrvcAccomActy2Grp/Desc0FEDERAL EMERGENCY RENTAL ASSISTANCE PROGRAM (ERAP) ADMINISTRATION. WE HAVE BEEN ADMINISTERING THE FEDERAL MONEY ALLOCATED TO DELAWARE COUNTY. DURING FYE 6.30.24, WE PROVIDED RENT AND UTILITY ASSISTANCE TO 365 HOUSEHOLDS. TEMPORARY NAVIGATORS PROVIDE CASE MANAGEMENT AND UTILIZE THE AVAILABLE FUNDING TO KEEP FAMILIES AND INDIVIDUALS ADVERSELY AFFECTED BY COVID IN THEIR HOMES WITH THEIR UTILITIES TURNED ON. THE TOTAL AMOUNT DESIGNATED FOR DELAWARE COUNTY WAS $5.9 MILLION FOR ERA 1 AND $4.7 MILLION FOR ERA 2, WITH AN ALLOWABLE 10% TO BE UTILIZED TO COVER THE ADMINISTRATIVE COSTS.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0610917
IRS990/ProgSrvcAccomActy3Grp/Desc0UNITED WAY OF DELAWARE COUNTY'S YOUNG ADULT TRANSITIONAL LIVING PROGRAM PROVIDES HOUSING AND SUPPORT SERVICES FOR YOUNG ADULTS EXPERIENCING HOUSING INSECURITY. QUALIFYING INDIVIDUALS 18-24 YEARS OLD MAY OCCUPY ONE OF THE FIVE PRIVATE BEDROOMS IN THE SPACE, NICKNAMED TREEHOUSE, THROUGH PARTNER AGENCY REFERRALS. TREEHOUSE RESPECTS THE RIGHTS AND DIGNITY OF THE PARTICIPANTS IT SERVES. PARTICIPANTS ARE SUPPORTED AND CARED FOR WHILE BEING GIVEN THE AUTONOMY TO MAKE THEIR OWN DECISIONS. THE PROGRAM IS RESIDENT-DRIVEN AND STAFF GUIDED.
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt074074

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