Civic Intelligence

Fulton County United Way Inc.

990EZ • Fiscal year 2015 • EIN 35-6247727

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 24, 2016

PO Box 583Rochester, IN 46975

(574) 223-8929

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.08x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

83rd percentile

0.13x

Higher debt load relative to revenue than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$13,250

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$136,312

Up $13,095 (+11%) from 2014

Net Assets

Up

$125,928

Up $12,937 (+11%) from 2014

Liabilities

Up

$10,384

Up $158 (+1.5%) from 2014

Revenue

Down

$81,257

Down $24,048 (-23%) from 2014

Expenses

Down

$66,741

Down $20,496 (-23%) from 2014

Net Income

Down

$14,516

Down $3,552 (-20%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2013: $103,228Liabilities 2013: $8,305Net Assets 2013: $94,9232013Assets 2014: $123,217Liabilities 2014: $10,226Net Assets 2014: $112,9912014Assets 2015: $136,312Liabilities 2015: $10,384Net Assets 2015: $125,9282015Assets 2016: $154,490Liabilities 2016: $11,025Net Assets 2016: $143,4652016Assets 2017: $158,050Liabilities 2017: $13,194Net Assets 2017: $144,8562017Assets 2018: $159,175Liabilities 2018: $2,308Net Assets 2018: $156,8672018Assets 2019: $151,752Liabilities 2019: $2,726Net Assets 2019: $149,0262019Assets 2023: $342,896Liabilities 2023: $4,933Net Assets 2023: $337,9632023Assets 2024: $304,991Liabilities 2024: $2,498Net Assets 2024: $302,4932024

Highlighted filing

2015

Assets$136,312
Liabilities$10,384
Net Assets$125,928

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $87,969Expenses 2013: $113,155Net Income 2013: -$25,1862013Revenue 2014: $105,305Expenses 2014: $87,237Net Income 2014: $18,0682014Revenue 2015: $81,257Expenses 2015: $66,741Net Income 2015: $14,5162015Revenue 2016: $119,872Expenses 2016: $102,335Net Income 2016: $17,5372016Revenue 2017: $85,391Expenses 2017: $84,000Net Income 2017: $1,3912017Revenue 2018: $95,274Expenses 2018: $92,152Net Income 2018: $3,1222018Revenue 2019: $96,044Expenses 2019: $104,885Net Income 2019: -$8,8412019Revenue 2023: $109,812Expenses 2023: $93,392Net Income 2023: $16,4202023Revenue 2024: $50,786Expenses 2024: $90,247Net Income 2024: -$39,4612024

Highlighted filing

2015

Revenue$81,257
Expenses$66,741
Net Income$14,516
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 24, 2016
Return Version
2015v2.1
Gross Receipts
$82,469
Mission and Program Overview

Mission

To support community charitable organizations.

Program Services

DescriptionGrantsExpenses
RAISED FUNDS IN FULTON COUNTY TO BE DISTRIBUTED TO QUALIFIED LOCAL NON- PROFIT ORGANIZATIONS.$34,250$60,105
TO ASSIST FULTON COUNTY WITH COMMUNITY IMPROVEMENTS AND GROWTH.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER MORIARTYExecutive DiPT$13,250-$13,250
RICK BEANVice Preside-$0--
MACKENZIE BREITENSTEINVice Preside-$0--
RHONDA CHOLGERSecretary-$0--
JOE MURPHYBoard Member-$0--
TINA SAYGERBoard Member-$0--
BLAIN HARTZLERBoard Member-$0--
CARON PARKOBoard Member-$0--
ANIGE MILLERPresident-$0--
JANE RICKETTSCorporate Ch-$0--
CHRISSY MILLSBoard Member-$0--
JODY CALVERTTreasurer-$0--
ALYSHA WACHTMANNBoard Member-$0--
CASSIE SMITHBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Fulton County United Way Inc
EIN
35-6247727
Phone
5742238929
Address
PO BOX 583, ROCHESTER, IN 46975

Signing Officer

Name
Jennifer Moriarty
Title
Executive Director
Phone
5742238929
Signed
2016-10-24
Discuss with paid preparer
Yes

Preparer

Firm
REA LOGAN & CO LLC CPA'S
Address
825 N BROADWAY, PERU, IN 46970-1618
Preparer
Tracy L Kelly CPA
Phone
7654738840
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Indiana association of united ways annual dues 140 3901 n meridian street, suite 306 indianapolis in 46208 united way worldwide annual dues 666

Form 990-ez, Part I, Line 10

C.a.s.a. 401 e 8th st. Rochester, in 46975 7,500 0 0 manitou center 1690 e lucas st. Rochester, in 46975 5,500 0 0

Form 990-ez, Part I, Line 16

Expenses campaign expenses 2,030 advertising 539 2,534 mortgage note 60 1,317 bank fees 35 repairs and maintenance 464 nicf fees 617 telephone 1,919 bad debt 4,000 day of caring 667 dues and subscriptions 465 non-investment depreciation 934 total 15,581

Form 990-ez, Part I, Line 20

Unrealized loss -1,569 prior year adjustment -11

Form 990-ez, Part II, Line 24

Pledges receivable 30,633 33,865 less allowance 4,000 8,000 net 26,633 25,865 building & equipment 43,357 43,357 less accumulated depreciation 19,005 19,939 northern in comm. Foundation fund 30,732 28,660 total 81,717 77,943

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,938 8,948 payroll taxes payable 1,687 1,436 mortgage and other notes payable 2,600 0

Raw XML Appendix196 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIANA ASSOCIATION OF UNITED WAYS ANNUAL DUES 140 3901 N MERIDIAN STREET, SUITE 306 INDIANAPOLIS IN 46208 UNITED WAY WORLDWIDE ANNUAL DUES 666
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1C.A.S.A. 401 E 8TH ST. ROCHESTER, IN 46975 7,500 0 0 MANITOU CENTER 1690 E LUCAS ST. ROCHESTER, IN 46975 5,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES CAMPAIGN EXPENSES 2,030 ADVERTISING 539 2,534 MORTGAGE NOTE 60 1,317 BANK FEES 35 REPAIRS AND MAINTENANCE 464 NICF FEES 617 TELEPHONE 1,919 BAD DEBT 4,000 DAY OF CARING 667 DUES AND SUBSCRIPTIONS 465 NON-INVESTMENT DEPRECIATION 934 TOTAL 15,581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSS -1,569 PRIOR YEAR ADJUSTMENT -11
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLEDGES RECEIVABLE 30,633 33,865 LESS ALLOWANCE 4,000 8,000 NET 26,633 25,865 BUILDING & EQUIPMENT 43,357 43,357 LESS ACCUMULATED DEPRECIATION 19,005 19,939 NORTHERN IN COMM. FOUNDATION FUND 30,732 28,660 TOTAL 81,717 77,943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,938 8,948 PAYROLL TAXES PAYABLE 1,687 1,436 MORTGAGE AND OTHER NOTES PAYABLE 2,600 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MORIARTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05742238929
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FULTON COUNTY UNITED WAY INC
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ReturnHeader/Filer/EIN0356247727
ReturnHeader/Filer/PhoneNum05742238929
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REA LOGAN & CO LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0825 N BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PERU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
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ReturnHeader/PreparerPersonGrp/PhoneNum07654738840
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY L KELLY CPA
ReturnHeader/ReturnTs02016-10-25T11:04:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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