Nonprofit · EIN 35-0996148
HEART OF INDIANA UNITED WAY INC
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,628,397 | $2,464,057 | $164,340 | $5,503,334 | $1,057,337 | $4,445,997 |
| June 30, 2024 | 990 (amended) | $2,345,231 | $2,344,027 | $1,204 | $5,183,010 | $1,124,160 | $4,058,850 |
| June 30, 2023 | 990 | $2,644,910 | $2,822,766 | -$177,856 | $5,340,430 | $1,505,030 | $3,835,400 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,269,870
- Program service revenue
- $0
- Investment income
- $165,459
- Net gain from sales of assets
- $66,476
- Net income from fundraising events
- $903
- Other revenue
- $193,068
Expenses
- Grants and similar amounts paid
- $694,735
- Compensation of officers, directors and key employees
- $132,905
- Other salaries and wages
- $514,544
- Salaries, compensation and benefits (total)
- $937,784
- Professional fundraising fees
- $0
- Accounting fees
- $34,957
- Occupancy
- $50,847
- Travel
- $14,016
- Depreciation
- $7,623
- Program services (functional)
- $2,007,428
- Management and general (functional)
- $228,574
- Fundraising (functional)
- $228,055
Balance sheet and other
- Total assets, start of year
- $5,183,010
- Total assets, end of year
- $5,503,334
- Total liabilities, end of year
- $1,057,337
- Net assets, end of year
- $4,445,997
- Land, buildings and equipment
- $165,601
- Publicly traded securities
- $2,153,970
- Net assets without donor restrictions
- $3,108,025
- Net assets with donor restrictions
- $1,337,972
- Gross receipts
- $2,939,404
- Employees
- 17
- Volunteers
- 400
- Year formed
- 1925
- State of legal domicile
- IN
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 | Other / benefits |
|---|---|---|---|---|
| MARSH JENNIFER | PRESIDENT & CEO Officer | 40 | $115,597 | $17,042 |
| SMITH OBADIAH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WELLS ALISA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ECKERTY KEVIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STALLINGS DANIEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SNYDER-LOGAN BEKAH | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BARRETT GAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOSTIC TREVA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRAMWELL GREG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DUDLEY JENNIFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELSEY MATT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LASH KATIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REYNOLDS CHUCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SPRONG MARIANNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS TYRONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLARD RASHIDA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSH JENNIFER | PRESIDENT & CEO Officer | 40 | $115,375 | $18,517 |
| SNYDER-LOGAN BEKAH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SMITH OBADIAH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WELLS ALISA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DUDLEY JENNIFER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KELSEY MATT | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BOSTIC TREVA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRAMWELL GREG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ECKERTY KEVIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GIBSON JENNIFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KWIATKOWSKI LEEANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LASH KATIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SPRONG MARIANNE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STALLINGS DANIEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS TYRONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLARD RASHIDA | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER MARSH | PRESIDENT & CEO Officer | 40 | $115,272 | $18,758 |
| MATT KELSEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BEKAH SNYDER LOGAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALISA WELLS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER DUDLEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT DEETZ | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BMARK BOEHMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TREVA BOSTIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG BRAMWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN ECKERTY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER GIBSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONY HARVEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BETSY MILLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSANA RIVERA-MILLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| OBADIAH SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL STALLINGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TYRONE THOMAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN WOHELER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 N HIGH ST STE 300, MUNCIE, IN 47305-1643
- Principal officer (990 for 2024)
- JENNIFER MARSH, 400 N HIGH STREET SUITE 300, MUNCIE, IN 47305
- Signed the 990
- JENNIFER MARSH, PRESIDENT AND CEO
- Phone
- (765) 288-5586
- Return prepared by
- WHITINGER & COMPANY LLC
Mission
HEART OF INDIANA UNITED WAY IMPROVES LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITIES WHILE CREATING A CULTURE OF GIVING, ADVOCATING, AND VOLUNTEERING.
Program accomplishments
- HEART OF INDIANA UNITED WAY UNITES DONORS, VOLUNTEERS, AND ADVOCATES TO IMPROVE EDUCATION, FINANCIAL STABILITY, AND HEALTH FOR EVERY PERSON IN OUR COMMUNITIES. ACROSS DELAWARE, FAYETTE, HENRY, MADISON, AND RANDOLPH COUNTIES, MORE THAN 40% OF HOUSEHOLDS STRUGGLE TO AFFORD BASIC NEEDS. MANY ARE WORKING YET LIVING ONE CRISIS AWAY FROM SLIDING INTO POVERTY. THROUGH GRANTS, PARTNERSHIPS, AND DIRECT PROGRAMS, UNITED WAY IDENTIFIES SERVICE GAPS, ALIGNS COMMUNITY EFFORTS, AND INVESTS IN PROVEN SOLUTIONS THAT MEET IMMEDIATE NEEDS WHILE ADDRESSING ROOT CAUSES TO CREATE LASTING CHANGE.Expenses $2,007,428 · grants $694,735
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
- 35-0996148
- 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
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $5,503,334
- Income (IRS master file)
- $2,939,404
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,628,397 | $2,464,057 | $5,503,334 | IRS |
| 990 | June 2024 | $2,345,231 | $2,344,027 | $5,183,010 | IRS |
| 990 | June 2023 | $2,644,910 | $2,822,766 | $5,340,430 | XML |
| 990 | June 2022 | $3,761,894 | $4,313,558 | $5,624,995 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 35-0996148).
Questions about HEART OF INDIANA UNITED WAY INC
- What is the EIN of HEART OF INDIANA UNITED WAY INC?
- The employer identification number (EIN) of HEART OF INDIANA UNITED WAY INC is 35-0996148.
- Is HEART OF INDIANA UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to HEART OF INDIANA UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEART OF INDIANA UNITED WAY 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 HEART OF INDIANA UNITED WAY INC 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 HEART OF INDIANA UNITED WAY INC 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 HEART OF INDIANA UNITED WAY INC?
- The 990 for the year ended June 30, 2025 names JENNIFER MARSH.
- Who are the officers and directors of HEART OF INDIANA UNITED WAY INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $115,597 (MARSH JENNIFER, PRESIDENT & CEO).
- How much revenue does HEART OF INDIANA UNITED WAY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,628,397, expenses of $2,464,057 and total assets of $5,503,334 at year end.
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