United Way of Muskingum Perry & Morgan Counties INC EIN 31-4379456

United Way of Muskingum Perry & Morgan Counties INC

EIN  31-4379456 Public foundation / grantmaker Zanesville, OH
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Size
$100K–1M
What they do
Raises funds to support local nonprofits providing essential community services.
Leadership
Tracey Ballas · CEO · $43K
Money in and out
$673K revenue, $900K expenses
Bottom line
63% program efficiency

Raises funds to support local nonprofits providing essential community services. For fiscal year 2024 it reported $673K in revenue, $900K in expenses, and $5.5M in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$673K
Pt VIII · Ln 12
Total expenses
$900K
Pt IX · Ln 25
Net assets
$5.5M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$227K
Where spending went · Part IX cols B–D
Program services $0.63 Management & general $0.25 Fundraising $0.11
Program efficiency
63%
of spending reaches programs▼ -2% vs prior filing year
Operating runway
13.3mo
months of highly liquid reserves at operating expense rate▼ -20% vs prior filing year
Surplus margin
-34%
revenue over expenses, this year▼ -170% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$673K
FY2024▼ -50%
Expenses
$900K
FY2024▲ +29%
Total assets
$5.5M
FY2024▲ +6%
Total liabilities
$36K
FY2024▲ +17%
Total revenue
$673K
Pt VIII · Ln 12
Total expenses
$900K
Pt IX · Ln 25
Net assets
$5.5M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$227K
Total assetsPt X · Ln 16$5.5M
Program-expense ratioPt IX · col B63%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413
Mission & Programs · Part III

Where the work happens

1 program service account for $568K of program spending, described in the organization's own filed words · FY2024.
01

Annual campaign in fall to raise support for allocations to participating agencies in subsequent calendar year.

$568Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CUnited Way of Muskingum Perry & Morgan Counties INC
EINHdr · item D31-4379456
Principal addressHdr · item CZanesville, OH
WebsiteHdr · item Jwww.unitedwayofmpm.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70Z)
Ruling yearIRS BMFMay 1956

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b13
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$43,000Pt VII · Sec A
Former CEO
$39,561Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Tracey Ballas’s $43K as CEO is at the 40th percentile of top reported officer pay among 1263 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

See United Way of Muskingum Perry & Morgan Counties INC executive salaries →

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Statement of Revenue

Part VIII
Contributions & grants$598K · 89%
Investment income$73K · 11%
Contributions & grants89%$598K
Investment income11%$73K
Program service revenue$3K
Total revenueLn 12$673K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.63 Management & general $0.25 Fundraising $0.11
Program services63%$568K
Management & general25%$229K
Fundraising11%$103K
Total functional expensesLn 25$900K

Balance Sheet

Part X · end of year
CashLn 1$491K
Total assetsLn 16$5.5M
Total liabilitiesLn 26$36K
Total net assetsLn 32$5.5M
Months of cash on handcomputed6.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $998K · Operating expenses (Pt IX) $900K · Less non-cash grants $2K · Cash operating expenses/yr $898K
13.3 months
Where the money goes
Program services
Program services $568K · Total expenses $900K
63%
Management & General
Management & general $229K · Total expenses $900K
25%
Fundraising
Fundraising $103K · Total expenses $900K
11%
Cost to raise $1
Fundraising expense (3-yr avg) $82K · Solicited contributions (3-yr avg) $740K
$0.11 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $598K · Total revenue $673K
89%
Government reliance
Government grants — · Total revenue $673K
Earned-income share
Program service revenue $3K · Total revenue $673K
0%
Investment reliance
Investment income $73K · Total revenue $673K
+11%
Program self-sufficiency
Program service revenue $3K · Total expenses $900K
0%
Growth & trend
Revenue growth (YoY)
This year $673K · Prior year $1.3M
-50%
Revenue CAGR
FY2020 $1.3M · FY2024 $673K
-15%
Net-asset trend (YoY)
End of year $5.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $673K · Expenses $900K
-34%
Liabilities-to-Assets
Total liabilities — · Total assets $5.5M
Net-asset ratio
Net assets $5.5M · Total assets $5.5M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $507K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $5.5M
9%
People & payroll
Highest Reported Total Compensation
Individual Tracey Ballas · Reported title CEO · Highest reported compensation $43K · Total expenses $900K
5%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $301K · Total expenses $900K
33%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 63%
Overhead ratio 25%
Fundraising cost ratio 17%
Revenue growth -50%
Investment management fee ratio 0%
Accounting fee ratio 4%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 25 grants · $1.4M · 2020–2024
The Salvation ArmyNY · FY2024$81,686
Licking County Family YMCAOH · FY2024$30,975
Perry County District LibraryFY2024$14,500
Kate Love Simpson Morgan County LibFY2024$12,000
Perry County Job & Family ServicesFY2024$11,885
New Lexington Local SchoolsFY2024$10,875
South East Area TransitFY2024$9,649
Perry Housing Coalition INCOH · FY2024$8,215
Access TuscOH · FY2024$7,750
Zanesville City SchoolsFY2024$7,500
See all 25 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$673K revenue · viewing · ⤓ 990 PDF
FY2023$1.3M revenue · ⤓ 990 PDF
FY2022$-254K revenue · ⤓ 990 PDF
FY2021$1.3M revenue · ⤓ 990 PDF
FY2020$1.3M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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