Civic Intelligence

United Way of Johnson County Inc

EIN 35-1082600 • 501(c)3 • Franklin, IN

Profile

To organize caring people to identify and meet human needs in our community.

594 Ironwood Drive PO Box 153Franklin, IN 46131

www.uwjc.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.55x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.40x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

51st percentile

5.0%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$100,809

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

38th percentile

-0.3%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

5.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,394,623

Down $3,535 (-0.3%) from 2024

Liabilities

Down

$763,204

Down $129,071 (-14%) from 2024

Net Assets

Up

$631,419

Up $125,536 (+25%) from 2024

Revenue

Up

$1,895,115

Up $97,363 (+5.4%) from 2024

Expenses

Down

$1,800,566

Down $112,320 (-5.9%) from 2024

Net Income

Up

$94,549

Up $209,683 (+182%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2014: $821,767Liabilities 2014: $603,112Net Assets 2014: $218,6552014Assets 2015: $1,002,285Liabilities 2015: $752,291Net Assets 2015: $249,9942015Assets 2016: $1,114,983Liabilities 2016: $713,889Net Assets 2016: $401,0942016Assets 2017: $1,321,258Liabilities 2017: $740,096Net Assets 2017: $581,1622017Assets 2018: $1,208,965Liabilities 2018: $733,718Net Assets 2018: $475,2472018Assets 2019: $1,377,187Liabilities 2019: $865,078Net Assets 2019: $512,1092019Assets 2020: $2,115,533Liabilities 2020: $919,397Net Assets 2020: $1,196,1362020Assets 2021: $1,686,097Liabilities 2021: $915,276Net Assets 2021: $770,8212021Assets 2022: $1,181,623Liabilities 2022: $835,266Net Assets 2022: $346,3572022Assets 2023: $1,507,523Liabilities 2023: $919,228Net Assets 2023: $588,2952023Assets 2024: $1,398,158Liabilities 2024: $892,275Net Assets 2024: $505,8832024Assets 2025: $1,394,623Liabilities 2025: $763,204Net Assets 2025: $631,4192025

Highlighted filing

2025

Assets$1,394,623
Liabilities$763,204
Net Assets$631,419

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,508,298Expenses 2014: $1,664,798Net Income 2014: -$156,5002014Revenue 2015: $1,613,209Expenses 2015: $1,579,792Net Income 2015: $33,4172015Revenue 2016: $1,727,967Expenses 2016: $1,576,217Net Income 2016: $151,7502016Revenue 2017: $1,862,062Expenses 2017: $1,684,776Net Income 2017: $177,2862017Revenue 2018: $1,644,805Expenses 2018: $1,751,360Net Income 2018: -$106,5552018Revenue 2019: $1,912,323Expenses 2019: $1,882,181Net Income 2019: $30,1422019Revenue 2020: $2,542,212Expenses 2020: $1,871,374Net Income 2020: $670,8382020Revenue 2021: $2,088,711Expenses 2021: $2,541,723Net Income 2021: -$453,0122021Revenue 2022: $1,864,159Expenses 2022: $2,252,972Net Income 2022: -$388,8132022Revenue 2023: $1,964,175Expenses 2023: $1,736,327Net Income 2023: $227,8482023Revenue 2024: $1,797,752Expenses 2024: $1,912,886Net Income 2024: -$115,1342024Revenue 2025: $1,895,115Expenses 2025: $1,800,566Net Income 2025: $94,5492025

Highlighted filing

2025

Revenue$1,895,115
Expenses$1,800,566
Net Income$94,549

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 21, 2026
Return Version
2024v5.0
Gross Receipts
$1,895,115
Mission and Program Overview

Mission

To organize caring people to identify and meet human needs in our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$547,249$679,676▲ $132,427
Savings and Temporary Cash Investments$379,314$242,593▼ $136,721
Investments in Publicly Traded Securities$218,127$235,976▲ $17,849
Prepaid Expenses and Deferred Charges$79,784$92,177▲ $12,393
Land, Buildings, and Equipment, Net$78,765$37,799▼ $40,966
Total Assets$1,398,158$1,394,623▼ $3,535
Other Assets Total$94,919$106,402▲ $11,483
Liabilities
Grants Payable$789,348$697,333▼ $92,015
Other Liabilities$102,927$65,871▼ $37,056
Total Liabilities$892,275$763,204▼ $129,071
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$384,456$494,981▲ $110,525
Net Assets With Donor Restrictions$121,427$136,438▲ $15,011
Total Net Assets Fund Balance$505,883$631,419▲ $125,536
Total Liabilities and Net Assets / Fund Balance$1,398,158$1,394,623▼ $3,535

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$37,799$115,977$153,776
Equipment-$85,102$85,102
Other Assets Org$106,402--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$94,919-▲ $16,886-$106,402
2023$86,249-▲ $13,792-$94,919
2022$81,647-▲ $9,021-$86,249
2021$97,893-▼ $12,528-$81,647
2020$79,289-▲ $21,792-$97,893
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy Lohr PlakeExecutive DiFT$75,390$25,419$100,809

Board Members and Trustees

NameTitle
Andy FisherBoard Member
Beth HarriganBoard Member
Brad CoyBoard Member
Cara RubleBoard Member
Chad RiddleBoard Member
Dawn BruceBoard Member
Duane BurgessBoard Member
Dylan PurleeBoard Member
Ella CasperBoard Member
Elle AugsburgerBoard Member
Ellen Fredbeck-ramirezBoard Member
Grayson FenwickBoard Member
Jeff JoyceBoard Member
Jeremy WarrenBoard Member
Marty BalesBoard Member
Phil EngelkingBoard Member
Sarabeth DrybreadBoard Member
Steven WoodsBoard Member
Susanne Miller BeardBoard Member
Tina HenselmeierBoard Member
Vickie HiteBoard Member
Betsy DusoldBoard Presid
Tina McaninchBoard Secret
Ryan LewisBoard Treasu
Rev Joe SanfordBoard Vice P
Bob GoodrumExecutive Di
Revenue and Support

Revenue Composition

Contributions and Grants
$1,872,927
Program Service Revenue
$0
Investment Income
$13,149
Other Revenue
$9,039
All Other Contributions
$1,872,927
Change in Net Assets
$94,549

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 Amount
Clothing and Household Goods-$296,670
Securities Publicly Traded3$4,607
Total Noncash Contributions3$301,277

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,895,115
Revenue Not Reported on Form 990
$3,502
Total Revenue per Audited Statements
$1,898,617
Total Revenue per Form 990
$1,895,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,117,987
Salaries, Compensation, and Employee Benefits$347,078
Other Expenses$335,501
Total Fundraising Expense$151,987
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$821,317--$821,317
Grants to Domestic Individuals$296,670--$296,670
Other Salaries and Wages$153,907$58,038$67,015$278,960
Other Employee Benefits$17,299$8,570$10,499$36,368
Fees for Services Accounting$10,313$15,987$5,277$31,577
Occupancy$10,617$10,138$7,167$27,922
Office Expenses$5,277$4,391$14,840$24,508
Payroll Taxes$11,929$4,457$5,143$21,529
Conferences and Meetings$1,119$17,554$965$19,638
Information Technology$8,583$3,340$4,476$16,399
Fees for Services Other--$16,336$16,336
Payments to Affiliates$2,920$11,870$1,494$16,284
Advertising$3,372$1,189$8,226$12,787
Pension Plan Contributions$3,148$3,110$3,963$10,221
Insurance$3,163$1,116$1,617$5,896
Other Expenses$2,366$834$1,211$4,411
Depreciation Depletion$1,140$1,089$770$2,999
Travel$441$225$1,121$1,787
All Other Expenses$-19,111$631$538$-17,942
Total Functional Expenses$1,504,161$144,418$151,987$1,800,566

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,800,566
Total Expenses per Form 990$1,800,566
Total Expenses per Audited Statements$1,773,082
Expenses Not Reported on Form 990$-27,484
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gateway ServicesFranklin, IN3Transportation$120,622
Southside Youth Council IncGreenwood, IN3Counseling$99,000
Boys and Girls Club of Johnson CoFranklin, IN3After School Program$96,724
Columbus Regional Shelter for VictiColumbus, IN3Shelter/outreach$95,324
Girls IncFranklin, IN3Youth Programs$67,836
Big Brothersbig SistersIndianapolis, IN3One on One Mentoring$56,386
Boy Scouts-crossroads CouncilIndianapolis, IN3Scouting Activities$54,285
Gateway ServicesFranklin, IN3Employee Assistance$44,420
Firefly Children & Family AllianceIndianapolis, IN3Case Mgt/child Care$34,328
Girl Scouts of Central IndianaIndianapolis, IN3Scouting Activities$30,000
Salvation ArmyIndianapolis, IN3Immediate Needs$28,700
Johnson County Senior ServicesWhiteland, IN3Transportation$26,264
The Social of GreenwoodGreenwood, IN3Senior Programs$21,120
Arthur Baxter YmcaIndianapolis, IN3Child/youth Programs$20,109
Human ServicesFranklin, IN3Head Start$14,000
Nineveh Area Senior CitizensNineveh, IN3Senior Programs$7,680
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rent Liability$37,799
Accrued Payroll$28,072
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

The administration and finance committee review the 990 and gives its approval to file the 990 on behalf of the board of directors.

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

Conflicts of interest are monitored throughout the year, especially as it relates to potential conflicts related to agencies that are requesting assistance from the united way.

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

The executive director's merit increase is determined by the president of the board of directors and recommended to the executive committee. It will be based upon many factors including, but not limited to the executive director's documented job performance and the organization's budgetary performance for the evaluation period.

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

Compensation for employees: merit increases are awarded based upon their job perfromance and the budgetary conditions of the united way. Merit increases will be effective at the beginning of the first pay period in july. The increases must be approved by the board president or the chair of the administration and finance committee of the united way. Board members are not involved in determining the performance or merit increase of united way employees,except for the executive director.

Form 990, Page 6, Part VI, Line 19

The form 990 is available at the main office during regular business operating hours and is also available online. The annual report, which includes a financial statement, is available to the public and is distributed during calls to our accounts. It is also distributed at the annual celebration. The conflict of interest policy is not made available to the general public as a general rule.

Filing and Contact Details

Filer

Filer Name
United Way of Johnson County Inc
EIN
35-1082600
Phone
3177367840
Address
594 IRONWOOD DRIVE PO BOX 153, FRANKLIN, IN 46131

Signing Officer

Name
Betsy Dusold
Title
Board President
Phone
3177367840
Signed
2026-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Goodrum
Formed
1961
Legal Domicile
In
Voting Board Members
25
Independent Board Members
25
Employees
10

Preparer

Firm
Humphrey CPA Group LLC
Address
5915 S EMERSON AVENUE SUITE 400, INDIANAPOLIS, IN 46237
Preparer
Rodney J Humphrey CPA
Phone
3174353447
Supplemental Narrative

Additional Explanations

Form 990

Overhead ratio percentage our percentage of management and general and fundraising expenses to total revenue for this 990 is 15.87%

Form 990, Page 2, Part III, Line 4C

Other programs sponsored by the united way include the following: helpline: connecting people with the health and human services they need with a free information and referral service the helpline also connects volunteeers with local not-for-profit organization in need of assistance. Fast track: through donations received, this program assists low-income families with obtaining the necessary school supplies in order for students to be prepared for the first day of school. 1,463 students were given supplies this year. Christmas angels: to match local families with a sponsor who can provide clothing and toys to children during the holiday season. The program also partners with a local church to run the angel tree store. The store gives out toys and clothing donated by local businesses and individuals. 1,740 individuals were served during the current year's event.

Form 990, Page 2, Part III, Line 4D

Other programs that are provided by the united way: charity tracker program

Form 990, Part XI, Line 9

Designations -27,484 designations 27,484

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment fund held at the johnson county community foundation is held to provide general operations support. Earnings on the invested amounts are returned to the united way to help support operations.

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

DESIGNATIONS -27,484

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

DESIGNATIONS -27,484

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