UNITED WAY OF PHELPS COUNTY Charity Report

Tax-exempt status may be revoked

UNITED WAY OF PHELPS COUNTY

EIN 43-0766196

What they do

FUND RAISING for 501(C)(3) ORGANIZATIONS.

Before you give

Should I give to this charity?

Easy charity check

Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

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 checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2015The report may be old. Ask for a newer one.

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

They name their leaders17 people are listed in the latest report.

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

Money made simple

94.35%of revenue went to mission work83.9% of expenses · Program services

8.09%of revenue went to fundraising7.2% of expenses

$112.41spent for every $100 of revenueSpending was higher than revenue this year.

9.97%of revenue went to management and office costs8.9% of expenses

$0.26in assets for every $1 spent this yearSome assets cannot be spent right away.

100.0%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 $13,556 this year. Ask whether that was planned or caused by a one-time event.

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 2015

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$109,215

Mission workProgram services$103,04594.35% of revenue83.9% of expenses

ManagementOffice and general costs$10,8879.97% of revenue8.9% of expenses

FundraisingAsking for donations$8,8398.09% of revenue7.2% of expenses

Total expenses$122,771112.41% of revenue

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

Money in and money out

Revenue$109,215

Expenses$122,771

Annual shortfall $13,556 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)$103,045 · 83.9% of expenses

Management and office costs$10,887 · 8.9% of expenses

Fundraising$8,839 · 7.2% of expenses

See all reported dollar amounts

Revenue$109,215

Expenses$122,771

Assets$32,292

Contributions$109,196

Mission work (program services)$103,045

Fundraising$8,839

Grants given$72,250

Average grant$4,817

Management and general$10,887

Accounting fees$3,270

People

Leadership and board

Tax year 2015

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

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (17)

JOHN BUTZEX OFFICIO

TERRY HARRISDIRECTOR

SARA LOVEGREENDIRECTOR

RON DODGEEX OFFICIO

PAUL SMITHEX OFFICIO

MIKE THOMPSONPRESIDENT

MARLA SMITHDIRECTOR

KORIN ELLDIRECTOR

KATHY OLIVERDIRECTOR

AARON ZALLISEX OFFICIO

JIM MARCELLUSEX OFFICIO

GREG STRATMANDIRECTOR

FELISHA RICHARDSDIRECTOR

DENA HOPETREASURER

DAVE DEARTHEX OFFICIO

DALE MARTINDIRECTOR

CYNDRA LOREYPRESIDENT ELECT

About this charity

Location: PO BOX 675, Rolla, MO 65402
County: Phelps
In care of: DENA HOPE

How to reach them

WebsiteVisit the charity’s website Phone(573) 364-3577

Filing and classification

Latest tax year: 2015
Tax period began: October 1, 2015
Tax preparer: KEAN & COMPANY LLC
Grant-giving organization: Yes
Revocation date: February 15, 2020