Civic Intelligence

United Way of Jay County Inc

EIN 35-1020932 • 501(c)3 • Portland, IN

Profile

The mission of the jay county united way it to improve lives by investing in lasting changes in our community

101 S Meridian Street PO Box 204Portland, IN 47371

www.unitedwayjaycounty.org

Siviq Scores

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

Liabilities / Assets

75th percentile

0.06x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.14x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

91st percentile

$36,850

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

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

Asset Growth

64th percentile

6.3%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$493,054

Up $29,178 (+6.3%) from 2023

Liabilities

Down

$27,611

Down $15,104 (-35%) from 2023

Net Assets

Up

$465,443

Up $44,282 (+11%) from 2023

Revenue

Up

$200,967

Up $35,234 (+21%) from 2023

Expenses

Up

$145,995

Up $5,765 (+4.1%) from 2023

Net Income

Up

$54,972

Up $29,469 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $358,794Liabilities 2010: $32,320Net Assets 2010: $326,4742010Assets 2011: $334,352Liabilities 2011: $23,728Net Assets 2011: $310,6242011Assets 2012: $466,229Liabilities 2012: $28,670Net Assets 2012: $437,5592012Assets 2013: $510,115Liabilities 2013: $33,848Net Assets 2013: $476,2672013Assets 2020: $569,878Liabilities 2020: $19,527Net Assets 2020: $550,3512020Assets 2021: $488,904Liabilities 2021: $36,491Net Assets 2021: $452,4132021Assets 2022: $477,085Liabilities 2022: $27,897Net Assets 2022: $449,1882022Assets 2023: $463,876Liabilities 2023: $42,715Net Assets 2023: $421,1612023Assets 2024: $493,054Liabilities 2024: $27,611Net Assets 2024: $465,4432024

Highlighted filing

2024

Assets$493,054
Liabilities$27,611
Net Assets$465,443

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $166,6282010Expenses 2011: $241,1602011Expenses 2012: $168,6202012Revenue 2013: $217,955Expenses 2013: $186,551Net Income 2013: $31,4042013Revenue 2020: $264,338Expenses 2020: $212,029Net Income 2020: $52,3092020Revenue 2021: $208,456Expenses 2021: $318,219Net Income 2021: -$109,7632021Revenue 2022: $184,691Expenses 2022: $153,236Net Income 2022: $31,4552022Revenue 2023: $165,733Expenses 2023: $140,230Net Income 2023: $25,5032023Revenue 2024: $200,967Expenses 2024: $145,995Net Income 2024: $54,9722024

Highlighted filing

2024

Revenue$200,967
Expenses$145,995
Net Income$54,972

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$212,074
Mission and Program Overview

Mission

The mission of the jay county united way it to improve lives by investing in lasting changes in our community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$99$80,500▲ $80,401
Pledges and Grants Receivable$20,870$29,881▲ $9,011
Savings and Temporary Cash Investments$114,772$19,989▼ $94,783
Accounts Receivable-$17,798-
Prepaid Expenses and Deferred Charges$2,114$1,472▼ $642
Land, Buildings, and Equipment, Net$916$749▼ $167
Total Assets$463,876$493,054▲ $29,178
Other Assets Total$325,105$342,665▲ $17,560
Liabilities
Grants Payable$41,664$26,263▼ $15,401
Accounts Payable and Accrued Expenses$1,051$1,348▲ $297
Total Liabilities$42,715$27,611▼ $15,104
Net Assets / Fund Balance
Net Assets With Donor Restrictions$258,058$267,899▲ $9,841
Net Assets Without Donor Restrictions$163,103$197,544▲ $34,441
Total Net Assets Fund Balance$421,161$465,443▲ $44,282
Total Liabilities and Net Assets / Fund Balance$463,876$493,054▲ $29,178

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$749$5,006$5,755
Other Assets Org$38,777--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jane Ann RunyonExecutive DirectorFT$36,850$36,850

Board Members and Trustees

NameTitle
Patrick WellsPresident
Rick GibsonVice President
Carly LandersDirector
Kathy LawrenceDirector
Lisa ManorDirector
Vicki MillerDirector
Annie SimmonsSecretary
Mike WeitzelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$192,619
Program Service Revenue
$376
Investment Income
$5,844
Other Revenue
$2,128
All Other Contributions
$192,619
Change in Net Assets
$54,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$51,113
Salaries, Compensation, and Employee Benefits$39,882
Total Fundraising Expense$22,543
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Current Officers, Directors, Trustees, and Key Employees$18,425$8,844$9,581$36,850
Fees for Services Accounting-$27,703-$27,703
Office Expenses$204$381$8,812$9,397
Occupancy$2,835$1,361$1,474$5,670
Payroll Taxes$1,516$728$788$3,032
Payments to Affiliates$1,500--$1,500
All Other Expenses$660$189$205$1,054
Other Expenses$347$167$180$694
Insurance$262$126$136$524
Depreciation Depletion$83$41$43$167
Total Functional Expenses$82,683$40,769$22,543$145,995
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
A Better Life Briannas HopePortland, IN-SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS$0
Jay County Cancer SocietyPortland, IN501(c)(3)SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS$0
Special OlympicsPortland, IN-SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS$0
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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

Form 990 was provided to and reviewed by the organization's governing body before it was filed.

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

Conflict of interest statements are reviewed annually by the board.

Form 990, Part VI, Section B, Line 15

The board reviews the salary of the executive director annually, comparing the compensation with similar local organizations as well as other united ways in the area.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
United Way of Jay County Inc
EIN
35-1020932
Phone
2607267010
Address
101 S MERIDIAN STREET PO BOX 204, PORTLAND, IN 47371

Signing Officer

Name
Jane Ann Runyon
Title
Executive Director
Phone
2607267010
Signed
2025-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Ann Runyon
Formed
1959
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
40

Preparer

Firm
Bollenbacher and Associates LLC
Address
915 N MERIDIAN STREET, PORTLAND, IN 47371
Preparer
Makayla M Schlosser CPA
Phone
2607264207
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Donor designation -31,562.

Raw XML AppendixShowing 400 of 461 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/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0114772
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019989
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0192619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0163764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0182432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0196963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0225966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0961744
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05844
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01558
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01551
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011053
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02946
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02128
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09706
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt017756
IRS990ScheduleA/OtherIncome170Grp/TotalAmt029595
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95940
IRS990ScheduleA/PublicSupportPY170Pct00.95680
IRS990ScheduleA/PublicSupportTotal170Amt0961744
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0192619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0163764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0182432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0196963
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0225966
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0961744
IRS990ScheduleA/TotalSupportAmt01002392
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0749
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05006
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05755
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0267899
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt135989
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt238777
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ENDOWMENT INVESTMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RAYMOND JAMES CORE BOND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2EDWARD JONES INVESTMENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0749
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0342665
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt10
IRS990ScheduleI/RecipientTable/CashGrantAmt20
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt08000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt15500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt210000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JAY COUNTY CANCER SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1A BETTER LIFE BRIANNAS HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SPECIAL OLYMPICS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 614
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1115 E WATER ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22894 SOUTHTOWN PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047371
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd147371
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd247371
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A GRANT APPLICATION MUST BE COMPLETED TO REQUEST FUNDS FROM THE ORGANIZATION. A FINAL GRANT REPORT IS SUBMITTED TO THE ORGANIZATION FROM THE GRANTEES OUTLINING HOW THE FUNDS WERE DISBURSED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS PROVIDED TO AND REVIEWED BY THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE SALARY OF THE EXECUTIVE DIRECTOR ANNUALLY, COMPARING THE COMPENSATION WITH SIMILAR LOCAL ORGANIZATIONS AS WELL AS OTHER UNITED WAYS IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONOR DESIGNATION -31,562.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0463876
IRS990/TotalAssetsEOYAmt0493054
IRS990/TotalAssetsGrp/BOYAmt0463876
IRS990/TotalAssetsGrp/EOYAmt0493054
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0192619
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022543
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040769
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082683

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