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Nonprofit · EIN 31-4379456

UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC

Tax-exempt · ZANESVILLE, OH 43701

Financials

$1.3M$696K2023$673K$900K2024
Revenue Expenses · by fiscal year end
Financials of UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$673,255$899,837-$226,582$5,490,224$36,232$5,453,992
December 31, 2023990$1,333,794$695,747$638,047$5,197,373$31,027$5,166,346
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$597,857
Program service revenue
$2,733
Investment income
$72,665
Other revenue
$0

Expenses

Grants and similar amounts paid
$463,635
Compensation of officers, directors and key employees
$82,560
Other salaries and wages
$154,332
Salaries, compensation and benefits (total)
$300,935
Professional fundraising fees
$0
Accounting fees
$39,185
Occupancy
$15,000
Depreciation
$4,411
Program services (functional)
$567,721
Management and general (functional)
$229,189
Fundraising (functional)
$102,927

Balance sheet and other

Total assets, start of year
$5,197,373
Total assets, end of year
$5,490,224
Total liabilities, end of year
$36,232
Net assets, end of year
$5,453,992
Land, buildings and equipment
$13,384
Publicly traded securities
$507,301
Net assets without donor restrictions
$1,270,444
Net assets with donor restrictions
$4,183,548
Gross receipts
$673,255
Employees
10
Volunteers
12
Year formed
1954
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TRACEY BALLASCEO
Officer
40$43,000
MEG DEEDRICKFORMER CEO
Officer
40$39,561
DANNY BRENNEMANBOARD MEMBER
Trustee or director
1$0
CARTER BROWNBOARD MEMBER
Trustee or director
1$0
MARC CARPENTERBOARD MEMBER
Trustee or director
1$0
KELLEY DASPITBOARD MEMBER
Trustee or director
1$0
KYLIE EMMERTBOARD MEMBER
Trustee or director
1$0
JENNIFER FOLDENBOARD MEMBER
Trustee or director
1$0
SASHA GRUNDFASTBOARD MEMBER
Trustee or director
1$0
CAROL HOWDYSHELLBOARD MEMBER
Trustee or director
1$0
NOELLE JARRETTTREASURER
Trustee or director, Officer
1$0
DYLAN PARRYBOARD MEMBER
Trustee or director
1$0
DAVID STEWARTCHAIR
Trustee or director, Officer
1$0
LEAH VENSILPAST CHAIR
Trustee or director, Officer
1$0
ADRIAN WILLIAMSBOARD MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
DANNY BRENNEMANBOARD
Trustee or director
–$0
MARC CARPENTERBOARD
Trustee or director
–$0
KELLEY DASPITBOARD
Trustee or director
–$0
MEG DEEDRICKEXECUTIVE DI
Trustee or director
–$0
KYLIE EMMERTBOARD
Trustee or director
–$0
JENN FOLDENBOARD
Trustee or director
–$0
CAROL HOWDYSHELLBOARD
Trustee or director
–$0
NOELLE JARRETTBOARD
Trustee or director
–$0
DYLAN PERRYBOARD
Trustee or director
–$0
DAVE STEWARTBOARD
Trustee or director
–$0
LEAH VENSILBOARD
Trustee or director
–$0
ADRIAN WILLIAMSBOARD
Trustee or director
–$0

Address and contacts

Address (IRS master file)
158 N 5TH ST, ZANESVILLE, OH 43701-0000
Principal officer (990 for 2024)
TRACEY BALLAS, 158 N FIFTH STREET, ZANESVILLE, OH 43701
Signed the 990
TRACEY BALLAS, CEO
Phone
(740) 454-6872
Return prepared by
SEO CPA GROUP LTD

Mission

UNITED WAY AGENCY

990 for the year ended December 31, 2024

Program accomplishments

  • ANNUAL CAMPAIGN IN FALL TO RAISE SUPPORT FOR ALLOCATIONS TO PARTICIPATING AGENCIES IN SUBSEQUENT CALENDAR YEAR.
    Expenses $567,721 · grants $463,635 · revenue $2,733

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-4379456
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1956
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,490,224
Income (IRS master file)
$673,255

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$673,255$899,837$5,490,224XML
990December 2023$1,333,794$695,747$5,197,373XML
990December 2022-$253,797$776,819$4,582,572IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-4379456).

Questions about UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC

What is the EIN of UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC?
The employer identification number (EIN) of UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC is 31-4379456.
Is UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
Are donations to UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC?
The 990 for the year ended December 31, 2024 names TRACEY BALLAS.
Who are the officers and directors of UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC?
The 990 for the year ended December 31, 2024 lists 15 people; 2 received compensation from the organization, the highest $43,000 (TRACEY BALLAS, CEO).
How much revenue does UNITED WAY OF MUSKINGUM PERRY & MORGAN COUNTIES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $673,255, expenses of $899,837 and total assets of $5,490,224 at year end.

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