Ohio · Nonprofit
SHELBY COUNTY UNITED WAY
SHELBY COUNTY UNITED WAY (Ohio) receives grants from 16 organizations whose IRS filings report $691,946 to it, the largest being COMMUNITY FOUNDATION OF SHELBY COUNTY ($345,127). 13 of them have funded it in more than one year, and 91% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $1.6M
- Funders on record
- 16
- Grants received
- $692k
- Net assets
- $1.2M
What Shelby County United Way does
Mission
Shelby County United Way, inc. Conducts an annual fund raising campaign to provide funding to human service organizations in shelby county. Our mission is to continually identify, evaluate and make possible the human services needed in our community. We strive to promote the values of compassion, integrity, community, leadership, service and volunteerism in our organization and in the areas that we serve. The vision of the Shelby County United Way is to lead collaborative efforts in building a better community.
As stated on its FY2025 Form 990.
Program
Annual fund raising campaign that supports over 40 organizations and programs through the partner agency allocations process and special project grants. Assists with identifying, assessing, and implementing human services in shelby county. Facilitates an allocation process in collaboration with community volunteers to determine and distribute funds raised through the annual campaign to local non-profit health and human service programs. Provides training, coaching, and consultation for local agencies, volunteers, and community donors. Service: information & referral and community collaboration activities. Community impact measures that our organization provides include the promotion, health and well being of eligible individuals with medical needs and developmental disabilities, the strengthening of families and individuals, the investing of our services in the youth and children of the community, the enrichment of the lives of seniors and the caring for people in crisis. Agency: Shelby County United Way address: 232 s ohio ave., p.o. Box 751, sidney, oh 45365-0751 phone: 937-492-2101 fax: 937-492-1552 e-mail: sbarr@shelbycounitedway.org hours: 8:30 am - 5:00 pm service area:…
$1,212,608 spentof which $1,121,584 as grants100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $1,212,608.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $2.0M to $2.2M (+10%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Board chair
Alex Lochard
Board chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 3 funders to 9 funders, grant income rose $29k → $111k.
8 of 16 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 91% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $730k from one payer (the same organization on both sides, largest Shelby County United Way). These are real filings, and they are not money SHELBY COUNTY UNITED WAY raised.
From the IRS filings of SHELBY COUNTY UNITED WAY’s funders (the co-funder graph). Top 15 of 16 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
SHELBY COUNTY UNITED WAY leans on a few funders — its largest provides 50% of grant income and the top three 82%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
96% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SHELBY COUNTY UNITED WAY.
Largest funder’s share by year: 2017 94% · 2018 98% · 2019 100% · 2020 34% · 2021 64% · 2022 62% · 2023 60% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
57% of SHELBY COUNTY UNITED WAY's funders are still giving 3 years after their first grant; 81% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
91% of SHELBY COUNTY UNITED WAY's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $62k that is directly attributable, 81% of it comes from Ohio funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $630k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like SHELBY COUNTY UNITED WAY
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Ohio
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
80% of spending goes to programs.
Governance
Public support
85%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for SHELBY COUNTY UNITED WAY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds SHELBY COUNTY UNITED WAY?
- SHELBY COUNTY UNITED WAY (Ohio) receives grants from 16 organizations whose IRS filings report $691,946 to it, the largest being COMMUNITY FOUNDATION OF SHELBY COUNTY ($345,127). 13 of them have funded it in more than one year, and 91% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does SHELBY COUNTY UNITED WAY have?
- IRS filings report 16 organizations giving $691,946 in grants to SHELBY COUNTY UNITED WAY, 13 of which have funded it in more than one year.
- Who is the largest funder of SHELBY COUNTY UNITED WAY?
- COMMUNITY FOUNDATION OF SHELBY COUNTY is the largest funder on record, with $345,127 in grants. The full list of funders is on this page.
- How can an organization like SHELBY COUNTY UNITED WAY find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 16 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing