Nonprofit · EIN 34-1214807
UNITED FUND OF SHELBY INC
Tax-exempt · SHELBY, OH 44875
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $147,558 | $149,006 | -$1,448 | $298,080 | $140,891 | $157,189 |
| December 31, 2023 | 990 | $147,607 | $152,794 | -$5,187 | $294,531 | $148,419 | $146,112 |
| December 31, 2021 | 990 | $157,693 | $150,583 | $7,110 | $294,803 | $145,419 | $149,384 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $144,004
- Program service revenue
- $0
- Investment income
- $3,554
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $140,658
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $446
- Program services (functional)
- $140,658
- Management and general (functional)
- $5,149
- Fundraising (functional)
- $3,199
Balance sheet and other
- Total assets, start of year
- $294,531
- Total assets, end of year
- $298,080
- Total liabilities, end of year
- $140,891
- Net assets, end of year
- $157,189
- Net assets without donor restrictions
- $157,189
- Gross receipts
- $147,558
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1958
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jennifer Sautter | Director Trustee or director | 1 | $0 |
| Melanie Vero | Director Trustee or director | 1 | $0 |
| Heather Braun | Director Trustee or director | 1 | $0 |
| Rochelle Zuercher | Director Trustee or director | 1 | $0 |
| Brent Lesseuer | Director Trustee or director | 1 | $0 |
| Michael Browning | Director Trustee or director | 1 | $0 |
| Joe Gies | President Officer | 1 | $0 |
| Clay Barnett | Vice President Officer | 1 | $0 |
| Carrie Kemerer | Treasurer Officer | 9 | $0 |
| Steve Curry | Secretary Officer | 1 | $0 |
| Linda Whited | Chairman Officer | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tim Tarvin | Director Trustee or director | 1 | $0 |
| Melanie Vero | Director Trustee or director | 1 | $0 |
| Tyler Korbas | Director Trustee or director | 1 | $0 |
| Rochelle Zuercher | Director Trustee or director | 1 | $0 |
| Frank Benham | Director Trustee or director | 0 | $0 |
| Joe Gies | President Officer | 1 | $0 |
| Theresa Roth | Vice President Officer | 1 | $0 |
| Carrie Kemerer | Treasurer Officer | 9 | $0 |
| Steve Curry | Secretary Officer | 1 | $0 |
| Linda Whited | Chairman Officer | 1 | $0 |
990 for the year ended December 31, 2021: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TYLER KORBAS | DIRECTOR Trustee or director | 1 | $0 |
| TIM TARVIN | DIRECTOR Trustee or director | 1 | $0 |
| MELANIE VERO | DIRECTOR Trustee or director | 1 | $0 |
| ALAN VOGT | DIRECTOR Trustee or director | 1 | $0 |
| ROCHELLE ZUERCHER | DIRECTOR Trustee or director | 1 | $0 |
| FRANK BENHAM | GENERAL COUN Officer | 1 | $0 |
| STEVE CURRY | SECRETARY Officer | 1 | $0 |
| JOE GIES | CHAIR Officer | 1 | $0 |
| CARRIE KEMERER | TREASURER Officer | 9 | $0 |
| THERESA ROTH | VICE PRESIDE Officer | 1 | $0 |
| LINDA WHITED | BUDGET & ADM Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 142 N GAMBLE ST STE F, SHELBY, OH 44875-2114
- Principal officer (990 for 2024)
- Carrie Kemerer, 142 N Gamble St F, Shelby, OH 448752114
- Signed the 990
- Carrie Kemerer, Treasurer
- Phone
- (419) 342-3686
- Return prepared by
- Helen Brown CPA LLC
Mission
The organization's primary purpose is to raise funds in the community to assist charitable organizations in the community.
Program accomplishments
- The organization raises money in the Shelby community to benefit primarily charitable organizations that provide assistance to Shelby residents.Expenses $140,658 · grants $140,658
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1214807
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $298,080
- Income (IRS master file)
- $147,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $147,558 | $149,006 | $298,080 | XML |
| 990 | December 2023 | $147,607 | $152,794 | $294,531 | XML |
| 990 | December 2022 | $153,460 | $161,057 | $292,707 | IRS |
| 990 | December 2021 | $157,693 | $150,583 | $294,803 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 34-1214807).
Questions about UNITED FUND OF SHELBY INC
- What is the EIN of UNITED FUND OF SHELBY INC?
- The employer identification number (EIN) of UNITED FUND OF SHELBY INC is 34-1214807.
- Is UNITED FUND OF SHELBY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to UNITED FUND OF SHELBY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED FUND OF SHELBY 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 FUND OF SHELBY 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 FUND OF SHELBY 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 FUND OF SHELBY INC?
- The 990 for the year ended December 31, 2024 names Carrie Kemerer.
- Who are the officers and directors of UNITED FUND OF SHELBY INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does UNITED FUND OF SHELBY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $147,558, expenses of $149,006 and total assets of $298,080 at year end.
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