Nonprofit · EIN 34-0906312
NORWALK AREA UNITED FUND
Tax-exempt · NORWALK, OH 44857
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $738,284 | $512,886 | $225,398 | $2,265,922 | $0 | $2,265,922 |
| June 30, 2024 | 990 | $581,249 | $470,295 | $110,954 | $1,938,332 | $0 | $1,938,332 |
| June 30, 2023 | 990 | $546,084 | $473,822 | $72,262 | $1,718,095 | $0 | $1,718,095 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $695,021
- Program service revenue
- $0
- Investment income
- $43,263
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $309,166
- Compensation of officers, directors and key employees
- $69,938
- Other salaries and wages
- $24,062
- Salaries, compensation and benefits (total)
- $104,365
- Professional fundraising fees
- $0
- Occupancy
- $4,604
- Travel
- $293
- Depreciation
- $5,059
- Program services (functional)
- $444,999
- Management and general (functional)
- $56,155
- Fundraising (functional)
- $11,732
Balance sheet and other
- Total assets, start of year
- $1,938,332
- Total assets, end of year
- $2,265,922
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,265,922
- Land, buildings and equipment
- $145,002
- Publicly traded securities
- $1,273,887
- Net assets without donor restrictions
- $2,257,460
- Net assets with donor restrictions
- $8,462
- Gross receipts
- $738,284
- Employees
- 4
- Volunteers
- 28
- Year formed
- 1976
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL WHEELER | EXECUTIVE DI Officer | 40 | $69,938 |
| DAVE BLEILE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TRACY BROWN | BOARD MEMBER Trustee or director | 0.75 | $0 |
| CAM CAIZZO | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ERIN CANNON | BOARD MEMBER Trustee or director | 0.75 | $0 |
| STACEY CARR | 1ST VICE PRE Trustee or director, Officer | 0.75 | $0 |
| DANITA CONWAY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DENNIS DOUGHTY | BOARD MEMBER Trustee or director | 0.75 | $0 |
| STEVE EUTON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHANDRA FRENCH | BOARD MEMBER Trustee or director | 0.75 | $0 |
| AUDREY GASTON | BOARD MEMBER Trustee or director | 0.75 | $0 |
| STEVE GFELL | BOARD MEMBER Trustee or director | 0.5 | $0 |
| EMILY GRINE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ZACH JONES | PAST PRESIDE Trustee or director, Officer | 0.75 | $0 |
| MAKENNA LASER | BOARD MEMBER Trustee or director | 0.25 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEX LENDRUM | 2ND VICE PRE Trustee or director, Officer | 0.75 | $0 |
| KATE MCKINNEY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BRETT MONTAGUE | BOARD MEMBER Trustee or director | 0.75 | $0 |
| KEN SMITH | BOARD MEMBER Trustee or director | 0.75 | $0 |
| KYLE STANG | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ANDY THOMAS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MORGAN TUCKER | BOARD MEMBER Trustee or director | 0.75 | $0 |
| JOHN WASINIAK | TREASURER Trustee or director, Officer | 0.75 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL WHEELER | EXECUTIVE DI Officer | 40 | $66,845 |
| EMILY BAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE BLEILE | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACY BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIN CANNON | BOARD MEMBER Trustee or director | 1 | $0 |
| STACEY CARR | 2ND VICE PRE Trustee or director, Officer | 1.5 | $0 |
| DANITA CONWAY | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS DOUGHTY | PAST PRESIDE Trustee or director, Officer | 1.5 | $0 |
| STEVE EUTON | BOARD MEMBER Trustee or director | 1 | $0 |
| LIBBY FRENCH | BOARD MEMBER Trustee or director | 1.5 | $0 |
| AUDREY GASTON | BOARD MEMBER Trustee or director | 2 | $0 |
| STEVE GFELL | BOARD MEMBER Trustee or director | 1 | $0 |
| BRIAN GOTT | BOARD MEMBER Trustee or director | 1 | $0 |
| ZACH JONES | PRESIDENT Trustee or director, Officer | 3 | $0 |
| MAKENNA LASER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KEN LEBER | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEX LENDRUM | BOARD MEMBER Trustee or director | 1.5 | $0 |
| ANDREA LENYO | BOARD MEMBER Trustee or director | 1 | $0 |
| KATE MCKINNEY | BOARD MEMBER Trustee or director | 1.5 | $0 |
| BRETT MONTAGUE | BOARD MEMBER Trustee or director | 1.5 | $0 |
| MIKE MOORE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JUDY SOMMERS PHD | BOARD MEMBER Trustee or director | 1 | $0 |
| AMANDA ROWLETT | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KEN SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| KYLE STANG | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY THOMAS | 1ST VICE PRE Trustee or director, Officer | 1.5 | $0 |
| MORGAN TUCKER | BOARD MEMBER Trustee or director | 1 | $0 |
| TAMMY VITA | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JOHN WASINIAK | TREASURER Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL WHEELER | EXECUTIVE DI Officer | 40 | $65,150 |
| WAYNE BABCANEC | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM BAILEY | BOARD MEMBER Trustee or director | 1 | $0 |
| EMILY BAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHIP BATTLES | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE BLEILE | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACY BROWN | BOARD MEMBER Trustee or director | 1 | $0 |
| STACEY CARR | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE CENTERS | BOARD MEMBER Trustee or director | 1 | $0 |
| DANITA CONWAY | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS DOUGHTY | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STEVE EUTON | BOARD MEMBER Trustee or director | 1 | $0 |
| VALERIE FRENCH | BOARD MEMBER Trustee or director | 1 | $0 |
| AUDREY GASTON | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE GFELL | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF HUBER | BOARD MEMBER Trustee or director | 1 | $0 |
| ZACH JONES | 1ST VICE PRE Trustee or director, Officer | 1 | $0 |
| MAKENNA LASER | BOARD MEMBER Trustee or director | 1 | $0 |
| KEN LEBER | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEX LENDRUM | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDREA LENYO | BOARD MEMBER Trustee or director | 1 | $0 |
| KATE MCKINNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| BRETT MONTAGUE | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE MOORE | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| JUDY SOMMERS PHD | BOARD MEMBER Trustee or director | 1 | $0 |
| KEN SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| ANDY THOMAS | 2ND VICE PRE Trustee or director, Officer | 1 | $0 |
| MORGAN TUCKER | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN WASINIAK | TREASURER Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2 E SEMINARY ST, NORWALK, OH 44857-2121
- In care of
- % ZACH JONES
- Principal officer (990 for 2024)
- CAROL WHEELER, 2 EAST SEMINARY ST, NORWALK, OH 44857
- Signed the 990
- ZACH JONES, PAST PRESIDENT
- Phone
- (419) 668-0269
- Return prepared by
- PAYNE NICKLES & COMPANY
Mission
TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY BY BEING INVOLVED WITH LOCAL AGENCIES AND ORGANIZATIONS SO AS TO ASSESS AREA ISSUES, CONCERNS AND NEEDS, RAISING MONEY TO FUND ESSENTIAL LOCAL PROGRAMS, ENSURING OUR DONORS GIFTS ARE WELL SPENT AND KEPT LOCAL.
Program accomplishments
- TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY BY BEING INVOLVED WITH LOCAL AGENCIES AND ORGANIZATIONS SO AS TO ASSESS AREA ISSUES, CONCERNS AND NEEDS, RAISING MONEY TO FUND ESSENTIAL LOCAL PROGRAMS, ENSURING OUR DONORS GIFTS ARE WELL SPENT AND KEPT LOCAL.Expenses $444,999 · grants $309,166
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 34-0906312
- 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
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,265,922
- Income (IRS master file)
- $738,284
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $738,284 | $512,886 | $2,265,922 | XML |
| 990 | June 2024 | $581,249 | $470,295 | $1,938,332 | IRS |
| 990 | June 2023 | $546,084 | $473,822 | $1,718,095 | XML |
| 990 | June 2022 | $186,608 | $208,908 | $1,565,414 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | 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 34-0906312).
Questions about NORWALK AREA UNITED FUND
- What is the EIN of NORWALK AREA UNITED FUND?
- The employer identification number (EIN) of NORWALK AREA UNITED FUND is 34-0906312.
- Is NORWALK AREA UNITED FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to NORWALK AREA UNITED FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORWALK AREA UNITED FUND 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 NORWALK AREA UNITED FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORWALK AREA UNITED FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NORWALK AREA UNITED FUND?
- The 990 for the year ended June 30, 2025 names CAROL WHEELER.
- Who are the officers and directors of NORWALK AREA UNITED FUND?
- The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $69,938 (CAROL WHEELER, EXECUTIVE DI).
- How much revenue does NORWALK AREA UNITED FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $738,284, expenses of $512,886 and total assets of $2,265,922 at year end.
Other nonprofits in NORWALK
- HURON COUNTY COMMUNITY FOUNDATION EIN 85-4391782 · last filed 990 for 2024
- GEOTRAC CHARITABLE FOUNDATION EIN 20-6377323 · last filed 990-PF for 2025
- GERARD AND PATRICIA HIPP FAMILY FOUNDATION EIN 76-0702181 · last filed 990-PF for 2025
- PRICE BLAKE FAMILY FOUNDATION EIN 81-3713628 · last filed 990-PF for 2025
- PRICE DOWNEY FAMILY FOUNDATION EIN 81-3714072 · last filed 990-PF for 2025
- NORWALK ELKS P E R ASSOCIATION INC EIN 32-0109234 · last filed 990-N for 2025
- FISHER TITUS MEDICAL CENTER EIN 34-4430716 · last filed 990 for 2024
- FISHER TITUS HEALTH EIN 34-1476935 · last filed 990 for 2024
All nonprofits in NORWALK · Ohio · Philanthropy, voluntarism and grantmaking foundations