Civic Intelligence

United Way of Posey County Inc

EIN 35-6030053 • 501(c)3 • Mt Vernon, IN

Profile

The United Way of Posey County will provide visionary leadership to assess the community needs, mobilize resources, and direct those resources toward services which enhance the quality of life for people living in Posey County.

215 S Kimball StMt Vernon, IN 47620

unitedwayposeycounty.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.41x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.68x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$64,260

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

13th percentile

-21%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-6.6%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$725,725

Down $192,457 (-21%) from 2023

Liabilities

Down

$300,185

Down $127,219 (-30%) from 2023

Net Assets

Down

$425,540

Down $65,238 (-13%) from 2023

Revenue

Down

$441,020

Down $31,133 (-6.6%) from 2023

Expenses

Down

$506,259

Down $40,066 (-7.3%) from 2023

Net Income

Up

-$65,239

Up $8,933 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2020: $617,889Liabilities 2020: $397,617Net Assets 2020: $220,2722020Assets 2021: $923,209Liabilities 2021: $417,517Net Assets 2021: $505,6922021Assets 2022: $962,725Liabilities 2022: $397,775Net Assets 2022: $564,9502022Assets 2023: $918,182Liabilities 2023: $427,404Net Assets 2023: $490,7782023Assets 2024: $725,725Liabilities 2024: $300,185Net Assets 2024: $425,5402024

Highlighted filing

2024

Assets$725,725
Liabilities$300,185
Net Assets$425,540

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2020: $432,456Expenses 2020: $618,812Net Income 2020: -$186,3562020Revenue 2021: $737,042Expenses 2021: $451,622Net Income 2021: $285,4202021Revenue 2022: $560,264Expenses 2022: $501,006Net Income 2022: $59,2582022Revenue 2023: $472,153Expenses 2023: $546,325Net Income 2023: -$74,1722023Revenue 2024: $441,020Expenses 2024: $506,259Net Income 2024: -$65,2392024

Highlighted filing

2024

Revenue$441,020
Expenses$506,259
Net Income-$65,239

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 19, 2025
Return Version
2024v5.0
Gross Receipts
$441,020
Mission and Program Overview

Mission

The United Way of Posey County will provide visionary leadership to assess the community needs, mobilize resources, and direct those resources toward services which enhance the quality of life for people living in Posey County.

The United Way of Posey County will provide visionary leadership to assess community needs, mobilize resources, and direct those resources toward services which enhance quality of life for people living in Posey County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$390,853$333,189▼ $57,664
Pledges and Grants Receivable$315,385$175,974▼ $139,411
Savings and Temporary Cash Investments$127,319$132,183▲ $4,864
Land, Buildings, and Equipment, Net$54,425$52,395▼ $2,030
Prepaid Expenses and Deferred Charges$1,218$1,303▲ $85
Accounts Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Loans From Officers Directors$0$0→ $0
Total Assets$918,182$725,725▼ $192,457
Other Assets Total$28,982$30,681▲ $1,699
Liabilities
Accounts Payable and Accrued Expenses$427,404$300,185▼ $127,219
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$427,404$300,185▼ $127,219
Net Assets / Fund Balance
Net Assets With Donor Restrictions$426,470$329,521▼ $96,949
Net Assets Without Donor Restrictions$64,308$96,019▲ $31,711
Total Net Assets Fund Balance$490,778$425,540▼ $65,238
Total Liabilities and Net Assets / Fund Balance$918,182$725,725▼ $192,457

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$52,395$17,784$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Keely WinigerExecutive DirectorFT$64,260$64,260

Board Members and Trustees

NameTitle
Brittany GriggsPresident
Kyle Jones1st Vice President
Kim Grimes2nd Vice President
Brandon DeigDirector
Brian WilliamsDirector
Brooke UhdeDirector
Cydney ColeDirector
Dianne UhdeDirector
Ed AdamsDirector
Gary FoxDirector
Greg OethDirector
Jared WellsDirector
Jessica JonesDirector
Joe CrissupDirector
Justin RutledgeDirector
Lindsay SchmittDirector
Paul AllisonDirector
Shasta SinnettDirector
Stephanie StacyDirector
Tonya McDanielDirector
Kenya OrrSecretary
Staci ReeseTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$430,440
Program Service Revenue
$1,320
Investment Income
$9,260
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-65,239

Audited Revenue Reconciliation

Revenue per Audited Statements
$441,020
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$441,020
Total Revenue per Form 990
$441,020
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$302,519
Salaries, Compensation, and Employee Benefits$126,310
Other Expenses$77,430
Total Fundraising Expense$44,332
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$302,519--$302,519
Current Officers, Directors, Trustees, and Key Employees$46,838$45,667$24,589$117,094
Advertising$10,166$0$589$10,755
Payroll Taxes$3,686$3,594$1,936$9,216
Other Expenses$0$4,535$4,535$9,070
Information Technology$2,391$2,331$1,255$5,977
Fees for Services Other$5,407$159$96$5,662
Occupancy$1,675$1,633$879$4,187
Insurance$1,619$1,579$850$4,048
Office Expenses$943$919$1,225$3,087
Depreciation Depletion$812$792$426$2,030
Payments to Affiliates$1,743$139$0$1,882
Total Functional Expenses$391,469$70,458$44,332$506,259

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$506,259
Total Expenses per Audited Statements$506,259
Total Expenses per Form 990$506,259
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Easterseals Rehabilitation Center - Posey CountyMount Vernon, IN3-$68,000
Posey County Council on AgingMount Vernon, IN3-$51,000
Willow Tree of Posey CountyMount Vernon, IN3-$35,116
Christian Church Day Care CenterWadesville, IN3-$22,000
Family MattersMount Vernon, IN3-$20,000
American Red Cross of Posey CountyEvansville, IN3-$18,000
Albion Fellows Bacon CenterEvansville, IN3-$14,140
Big Brothers Big SistersEvansville, IN3-$13,500
New Harmony Ministry AssociationNew Harmony, IN3-$12,000
Easterseals Rehabilitation CenterEvansville, IN3-$10,636
Lampion CenterEvansville, IN3-$9,040
Catholic CharitiesEvansville, IN3-$5,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
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 will be provided to the Board of Directors at their meeting in a draft form to be reviewed. The Treasurer will also do a detailed review.

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

Enforcement of conflicts policy each officer, director and key employee are required to disclose any involvement with any agency requesting funding from the organization. Anyone with a conflict must abstain from voting on any issue or review any funding for that agency.

Form 990, Part VI, Section B, Line 15

An authorized committee from the Board of Directors annually reviews the Executive Director's salary. The committee's recommendation is provided to the Board who then makes the decision on compensation.

Form 990, Part VI, Section C, Line 19

All governing documents, conflict of interest policies and financial statements are available to the public at anytime during business hours at the organization office. The conflict of interest policy is distributed as part of information given to all volunteers in the organization's fund raising campaign.

Filing and Contact Details

Filer

Filer Name
United Way of Posey County Inc
EIN
35-6030053
Phone
8128383637
Address
215 S Kimball St, Mt Vernon, IN 47620

Signing Officer

Name
Staci Reese
Title
Treasurer
Phone
8128383637
Signed
2025-09-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Staci Reece
Formed
1963
Legal Domicile
In
Voting Board Members
26
Independent Board Members
26
Employees
2
Volunteers
150

Preparer

Firm
Sarah Spurgeon CPA
Address
623 Raintree Circle, Mount Vernon, IN 47620
Preparer
Sarah Spurgeon
Phone
8124530851
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IRS990/Form990PartVIISectionAGrp/PersonNm9Staci Reese
IRS990/Form990PartVIISectionAGrp/PersonNm10Brian Williams
IRS990/Form990PartVIISectionAGrp/PersonNm11Ed Adams
IRS990/Form990PartVIISectionAGrp/PersonNm12Gary Fox
IRS990/Form990PartVIISectionAGrp/PersonNm13Kenya Orr
IRS990/Form990PartVIISectionAGrp/PersonNm14Justin Rutledge
IRS990/Form990PartVIISectionAGrp/PersonNm15Lindsay Schmitt
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IRS990/Form990PartVIISectionAGrp/PersonNm17Brooke Uhde
IRS990/Form990PartVIISectionAGrp/PersonNm18Dianne Uhde
IRS990/Form990PartVIISectionAGrp/PersonNm19Cydney Cole
IRS990/Form990PartVIISectionAGrp/PersonNm20Brandon Deig
IRS990/Form990PartVIISectionAGrp/PersonNm21Jessica Jones
IRS990/Form990PartVIISectionAGrp/PersonNm22Shasta Sinnett
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt42nd Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt51st Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
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IRS990/MissionDesc0The United Way of Posey County will provide visionary leadership to assess the community needs, mobilize resources, and direct those resources toward services which enhance the quality of life for people living in Posey County.
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