UNITED WAY OF GREATER LAFAYETTE Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF GREATER LAFAYETTE

EIN 35-0891621 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

MISSION - MOBILIZING OUR COMMUNITY to ACTION SO ALL CAN THRIVE VISION - for OVER 100 YEARS, WE HAVE PARTNERED WITH LOCAL NONPROFITS, BUSINESSES, COMMUNITY LEADERS, DONORS and VOLUNTEERS to CREATE SOLUTIONS THAT ADDRESS THE MOST COMPLEX CHALLENGES THAT NO SINGLE PERSON or ORGANIZATION CAN SOLVE ALONE. TRUE to OUR FOUNDING SPIRIT, WHENEVER THERE is A NEED IN OUR COMMUNITY, UNITED WAY is THERE. WE BRING A COMPREHENSIVE APPROACH to EVERY CHALLENGE, ACTIVELY LISTENING and RESPONDING to LOCAL NEEDS. FROM STRENGTHENING LOCAL RESILIENCE to ADVANCING HEALTH, YOUTH OPPORTUNITY, and FINANCIAL SECURITY, WERE WORKING TOWARDS A FUTURE WHERE EVERY PERSON CAN THRIVE. GOAL - EVERY PERSON THRIVING IN GREATER LAFAYETTE and MONTGOMERY COUNTY. THE UNITED WAY of GREATER LAFAYETTE LEADS THE COMMUNITY to EMPOWER EVERY PERSON to DISCOVER and PURSUE THEIR PATH to SUCCESS. WE DO THIS BY ALIGNING RESOURCES ALONG THE CRADLE to CAREER COMMITMENT. WE BRING PEOPLE, ORGANIZATIONS and COMMUNITY RESOURCES TOGETHER to D

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders31 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.96%of revenue went to mission work81.5% of expenses · Program services

9.29%of revenue went to fundraising8.9% of expenses

$104.30spent for every $100 of revenueSpending was higher than revenue this year.

10.05%of revenue went to management and office costs9.6% of expenses

$2.24in assets for every $1 spent this yearSome assets cannot be spent right away.

94.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $230,362 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $161,472 for DAVID BATHE (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,357,610

Mission workProgram services$4,551,77384.96% of revenue81.5% of expenses

ManagementOffice and general costs$538,67710.05% of revenue9.6% of expenses

FundraisingAsking for donations$497,5229.29% of revenue8.9% of expenses

Total expenses$5,587,972104.30% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 81.5% mission · 9.6% management · 8.9% fundraisingTotal expenses: 104.30% of revenue

2024Expense mix: 82.8% mission · 8.0% management · 9.1% fundraisingTotal expenses: 95.07% of revenue

2023Expense mix: 82.8% mission · 7.8% management · 9.4% fundraisingTotal expenses: 111.02% of revenue

2022Expense mix: 82.9% mission · 7.7% management · 9.4% fundraisingTotal expenses: 96.68% of revenue

2021Expense mix: 87.2% mission · 5.3% management · 7.5% fundraisingTotal expenses: 85.60% of revenue

2020Expense mix: 88.8% mission · 4.6% management · 6.5% fundraisingTotal expenses: 95.02% of revenue

2019Expense mix: 86.8% mission · 5.4% management · 7.8% fundraisingTotal expenses: 105.13% of revenue

2018Expense mix: 85.7% mission · 5.1% management · 9.2% fundraisingTotal expenses: 99.48% of revenue

Money in and money out

Revenue$5,357,610

Expenses$5,587,972

Annual shortfall $230,362 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$4,551,773 · 81.5% of expenses

Management and office costs$538,677 · 9.6% of expenses

Fundraising$497,522 · 8.9% of expenses

See all reported dollar amounts

Revenue$5,357,610

Expenses$5,587,972

Assets$12,531,537

Income$6,100,963

Contributions$5,064,646

Mission work (program services)$4,551,773

Fundraising$497,522

Grants given$42,454,304

Average grant$68,145

Management and general$538,677

Stocks and bonds$3,889,401

Accounting fees$17,310

Investing fees$25,819

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID BATHECEO · 40 hrs/week $161,472Base $144,914 · Other $16,558

JENNIFER MILLIONCOO · 40 hrs/week $140,144Base $114,218 · Other $25,926

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (31)

DAVID BATHECEO

JENNIFER MILLIONCOO

MARY BROADSTREETDIRECTOR

JOE HOWARTHDIRECTOR

JORDAN WYSONGDIRECTOR

KARA BISHOPDIRECTOR

KARI CROSIERDIRECTOR

KEVIN LETCHERDIRECTOR

LAURA DOWNEYDIRECTOR

LESLEY DENHAMDIRECTOR

VIRGINIA VOUGHTDIRECTOR

MICHELLE HUNLEYDIRECTOR

MIKEL BERGERDIRECTOR

ROBERTO GALLARDODIRECTOR

TOM MURTAUGHIMMEDIATE PA

TRAVIS MONTOYADIRECTOR

AARON BAUTEPRESIDENT

JESSICA REBMANNDIRECTOR

JEN EDWARDSNON-VOTING M

JAMES WHELANTREASURER

JACQUE CHOSNEKDIRECTOR

ISAAC RIVERADIRECTOR

HEATHER FRANCISDIRECTOR

ERICA DOWNEYDIRECTOR

ELIZABETH SEARLEDIRECTOR

DOUG ALLISONDIRECTOR

COREY BASSETTDIRECTOR

BRENT TALCOTTDIRECTOR

ART VASQUEZDIRECTOR

ALICIA CLEVENGERDIRECTOR

ABIGAIL DIENERDIRECTOR

About this charity

Recognized since: January 1957
Location: 1114 STATE ST, LAFAYETTE, IN 47905-1219
County: Tippecanoe
In care of: DAVID BATHE
Primary officer: DAVID BATHE, CEO

How to reach them

WebsiteVisit the charity’s website Emailunitedway@uwlafayette.org Phone(765) 742-9077

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: HUTH THOMPSON LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
Grant-giving organization: Yes