Montgomery United Fund For You Inc

Crawfordsvlle, IN
Tax-exempt since Dec. 1970
EIN: 35-1173225

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising Organizations That Cross Categories (NTEE)

Revenue

$0 (2021)

Expenses

$0 (2021)

Total Assets

$0 (2021)

Total Liabilities

$0 (2021)

Years with multiple filings

Source: Form 990 tax filings from 2010 to 2021

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2021

Revenue

$13,446

Expenses

$174,203

Net Income

-$160,757

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$11,711	87.1%
Program Services	$0
Investment Income	$1,735	12.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$16,923	9.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Related	Other
Gina Haile (Executive Director)	$16,923	$0	$0
Heather Shirk (President)	$0	$0	$0
Brian Campbell (Vice President)	$0	$0	$0
Kayla Bretney (Secretary)	$0	$0	$0
Michele Hunley (Treasurer)	$0	$0	$0
Jim Johnson (Board Member)	$0	$0	$0
Margaret Sennett (Board Member)	$0	$0	$0
Karin Kerber Odle (Board Member)	$0	$0	$0
Rebekah Lee (Board Member)	$0	$0	$0
Rick Hernandez (Board Member)	$0	$0	$0
Sina Parks (Board Member)	$0	$0	$0

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990

Filed on April 1, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Feb.
2021

Revenue

$674,735

Expenses

$636,525

Net Income

$38,210

Net Assets

$1,633,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$469,847	69.6%
Program Services	$0
Investment Income	$20,694	3.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$7,130	1.1%
Sales of Assets	$177,064	26.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$38,403	6.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,309	0.4%

Assets/Debt
Total Assets	$1,684,241
Total Liabilities	$51,206
Net Assets	$1,633,035

Compensation

Key Employees and Officers	Compensation	Related	Other
Heather Hernandez (Executive Director Part Year)	$33,115	$0	$0
Gina Haile (Executive Director Part Year)	$5,288	$0	$0
Heather Shirk (President)	$0	$0	$0
Brian Campbell (Vice President)	$0	$0	$0
Adam Nagele (Treasurer)	$0	$0	$0
Nancy Outcalt (Secretary)	$0	$0	$0
Aaron Murdock (Board Member)	$0	$0	$0
Claudette Etter Kirk (Board Member)	$0	$0	$0
Denise Rosentreter (Board Member)	$0	$0	$0
Eric Olofson (Board Member)	$0	$0	$0
Jarrod Zachary (Board Member)	$0	$0	$0
Josh Gray (Board Member)	$0	$0	$0
Kayla Bretney (Board Member)	$0	$0	$0
Kelli Welch (Board Member)	$0	$0	$0
Lori Holt (Board Member)	$0	$0	$0
Michele Hunley (Board Member)	$0	$0	$0
Rebekah Lee (Board Member)	$0	$0	$0
Rick Hernandez (Board Member)	$0	$0	$0
Sheila Sowers (Board Member)	$0	$0	$0
Sina Parks (Board Member)	$0	$0	$0
Zach Hockersmith (Board Member)	$0	$0	$0

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990

Filed on Jan. 17, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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XML

Fiscal Year Ending Feb.
2020

Revenue

$399,397

Expenses

$466,225

Net Income

-$66,828

Net Assets

$1,556,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$337,175	84.4%
Program Services	$0
Investment Income	$28,417	7.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$8,430	2.1%
Sales of Assets	$25,375	6.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$45,778	9.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,618,462
Total Liabilities	$61,501
Net Assets	$1,556,961

Compensation

Key Employees and Officers	Compensation	Related	Other
Heather Hernandez (Executive Director Partial Year)	$32,000	$0	$0
Terry Armstrong (Executive Director Partial Year)	$23,292	$0	$0
Brian Campbell (Vice President)	$0	$0	$0
Adam Nagele (Treasurer)	$0	$0	$0
Nancy Outcalt (Secretary)	$0	$0	$0
Heather Shirk (President)	$0	$0	$0
Sheila Sowers (Board Member)	$0	$0	$0
Sasha Clements (Board Member)	$0	$0	$0
Lori Holt (Board Member)	$0	$0	$0
Kelli Welch (Board Member)	$0	$0	$0
Denise Rosentreter (Board Member)	$0	$0	$0
Claudette Etter Kirk (Board Member)	$0	$0	$0
Zach Hockersmith (Board Member)	$0	$0	$0
Rick Hernandez (Board Member)	$0	$0	$0
Mary Taylor (Board Member)	$0	$0	$0
Josh Gray (Board Member)	$0	$0	$0
Eric Olofson (Board Member)	$0	$0	$0

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990

Filed on Jan. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Feb.
2019

Revenue

$471,359

Expenses

$553,471

Net Income

-$82,112

Net Assets

$1,622,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$403,382	85.6%
Program Services	$0
Investment Income	$24,064	5.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$10,140	2.2%
Sales of Assets	$33,773	7.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$53,000	9.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$32,937	6.0%

Assets/Debt
Total Assets	$1,699,333
Total Liabilities	$76,706
Net Assets	$1,622,627

Compensation

Key Employees and Officers	Compensation	Related	Other
Terry Armstrong (Executive Director)	$53,000	$0	$0
Brian Campbell (Vice President)	$0	$0	$0
Adam Nagele (Treasurer)	$0	$0	$0
Nancy Outcalt (Secretary)	$0	$0	$0
Heather Shirk (President)	$0	$0	$0
Sheila Sowers (Board Member)	$0	$0	$0
Sasha Clements (Board Member)	$0	$0	$0
Lori Holt (Board Member)	$0	$0	$0
Kelli Welch (Board Member)	$0	$0	$0
Denise Rosentreter (Board Member)	$0	$0	$0
Claudette Etter Kirk (Board Member)	$0	$0	$0
Zach Hockersmith (Board Member)	$0	$0	$0
Rick Hernandez (Board Member)	$0	$0	$0
Mary Taylor (Board Member)	$0	$0	$0
Josh Gray (Board Member)	$0	$0	$0
Eric Olofson (Board Member)	$0	$0	$0

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990

Filed on Nov. 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Feb.
2018

Revenue

$120,383

Expenses

$20,496

Net Income

$99,887

Net Assets

$1,741,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$118,417	98.4%
Program Services	$0
Investment Income	$1,966	1.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$9,658	47.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$208	1.0%

Assets/Debt
Total Assets	$1,828,701
Total Liabilities	$87,604
Net Assets	$1,741,097

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$472,491

Expenses

$416,324

Net Income

$56,167

Net Assets

$1,631,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$385,331	81.6%
Program Services	$0
Investment Income	$20,165	4.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$7,368	1.6%
Sales of Assets	$59,627	12.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$48,289	11.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$44,468	10.7%

Assets/Debt
Total Assets	$1,683,112
Total Liabilities	$51,591
Net Assets	$1,631,521

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$764,933

Expenses

$478,993

Net Income

$285,940

Net Assets

$1,530,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$739,360	96.7%
Program Services	$0
Investment Income	$16,077	2.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$4,708	0.6%
Sales of Assets	$4,788	0.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$53,813	11.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$38,441	8.0%

Assets/Debt
Total Assets	$1,562,618
Total Liabilities	$31,711
Net Assets	$1,530,907

Compensation

Key Employees and Officers	Compensation	Related	Other
David Johnson (Executive Director)	$53,813	$0	$0
Lisa Cooper (Vice President)	$0	$0	$0
Kathy Brown (President)	$0	$0	$0
Frank Howland (Treasurer)	$0	$0	$0
Nancy Outcalt (Secretary)	$0	$0	$0
Rhonda Mitchell (Board Member)	$0	$0	$0
Terry Klein (Board Member)	$0	$0	$0
Micheal Utterback (Board Member)	$0	$0	$0
Byron Thada (Board Member)	$0	$0	$0
Sheila Sowers (Board Member)	$0	$0	$0
Chelsea Roberts (Board Member)	$0	$0	$0
Amy Katzenberger (Board Member)	$0	$0	$0
Kelli Welch (Board Member)	$0	$0	$0
Lori Holt (Board Member)	$0	$0	$0
Gary Bymaster (Board Member)	$0	$0	$0
Dave Peach (Board Member)	$0	$0	$0
Amy Wells (Board Member)	$0	$0	$0
Heather Shirk (Board Member)	$0	$0	$0

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990

Filed on May 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$426,244

Expenses

$366,570

Net Income

$59,674

Net Assets

$1,199,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$366,992	86.1%
Program Services	$0
Investment Income	$11,838	2.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$7,785	1.8%
Sales of Assets	$39,629	9.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$53,813	14.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$30,160	8.2%

Assets/Debt
Total Assets	$1,275,590
Total Liabilities	$76,388
Net Assets	$1,199,202

Compensation

Key Employees and Officers	Compensation	Related	Other
David Johnson (Executive Director)	$53,813	$0	$0
Rhonda Mitchell (Board Member)	$0	$0	$0
Terry Klein (Board Member)	$0	$0	$0
Micheal Utterback (Board Member)	$0	$0	$0
Byron Thada (Board Member)	$0	$0	$0
Sheila Sowers (Board Member)	$0	$0	$0
Chelsea Roberts (Board Member)	$0	$0	$0
Amy Katzenberger (Board Member)	$0	$0	$0
Kelli Welch (Board Member)	$0	$0	$0
Lori Holt (Board Member)	$0	$0	$0
Gary Bymaster (Board Member)	$0	$0	$0
Dave Peach (Board Member)	$0	$0	$0
Amy Wells (Board Member)	$0	$0	$0
Heather Shirk (Board Member)	$0	$0	$0
Lisa Cooper (Vice President)	$0	$0	$0
Kathy Brown (President)	$0	$0	$0
Frank Howland (Treasurer)	$0	$0	$0
Nancy Outcalt (Secretary)	$0	$0	$0

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990

Filed on Aug. 9, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$479,679

Expenses

$431,523

Net Income

$48,156

Net Assets

$1,129,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$474,112	98.8%
Program Services	$0
Investment Income	$254	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$5,313	1.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$53,047	12.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$29,375	6.8%

Assets/Debt
Total Assets	$1,407,204
Total Liabilities	$277,665
Net Assets	$1,129,539

Compensation

Key Employees and Officers	Compensation	Related	Other
David Johnson (Execuitve Di)	$53,047	$0	$0
Lori Holt (Board Member)	$0	$0	$0
Amy Katzenberger (Board Member)	$0	$0	$0
Cody Leatherman (Board Member)	$0	$0	$0
Jim Mcbee (Board Member)	$0	$0	$0
Rhonda Mitchell (Board Member)	$0	$0	$0
Nancy Outcalt (Board Member)	$0	$0	$0
Dave Peach (Board Member)	$0	$0	$0
Chelsea Roberts (Board Member)	$0	$0	$0
Gloria San Miguel (Board Member)	$0	$0	$0
Peter Swanson (Board Member)	$0	$0	$0
Michael Utterback (Board Member)	$0	$0	$0
Stacey Waye (Board Member)	$0	$0	$0
Amy Wells (Board Member)	$0	$0	$0
Steve Williamson (Board Member)	$0	$0	$0
Tracey Barr (President)	$0	$0	$0
Kathy Brown (Vice Preside)	$0	$0	$0
Lisa Cooper (Secretary)	$0	$0	$0
Frank Howland (Treasurer)	$0	$0	$0

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990

Filed on Nov. 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$301,370

Expenses

$412,688

Net Income

-$111,318

Net Assets

$1,061,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$330	0.1%
Program Services	$261,183	86.7%
Investment Income	$13,197	4.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$5,118	1.7%
Sales of Assets	$21,542	7.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$52,500	12.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$19,413	4.7%

Assets/Debt
Total Assets	$1,342,331
Total Liabilities	$281,019
Net Assets	$1,061,312

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$492,428

Expenses

$409,889

Net Income

$82,539

Net Assets

$1,067,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$12,936	2.6%
Program Services	$497,567	> 100%
Investment Income	$17,592	3.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$2,003	0.4%
Sales of Assets	-$40,235
Net Inventory Sales	$0
Other Revenue	$2,565	0.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$52,500	12.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$14,444	3.5%

Assets/Debt
Total Assets	$1,331,918
Total Liabilities	$264,431
Net Assets	$1,067,487

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$491,957

Expenses

$453,561

Net Income

$38,396

Net Assets

$848,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$453,954	92.3%
Investment Income	$18,300	3.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$3,253	0.7%
Sales of Assets	$16,450	3.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,900	11.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$11,414	2.5%

Assets/Debt
Total Assets	$1,183,359
Total Liabilities	$334,947
Net Assets	$848,412

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$308,942

Expenses

$492,314

Net Income

-$183,372

Net Assets

$847,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,200	5.2%
Program Services	$269,397	87.2%
Investment Income	$16,969	5.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$984	0.3%
Sales of Assets	$5,392	1.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$50,900	10.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$15,382	3.1%

Assets/Debt
Total Assets	$1,196,543
Total Liabilities	$349,454
Net Assets	$847,089

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated December 5, 2025

Montgomery United Fund For You Inc

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $0 (2021)

Expenses $0 (2021)

Total Assets $0 (2021)

Total Liabilities $0 (2021)

Tax Filings by Year

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Feb. 2020

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Compensation

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990

Fiscal Year Ending Feb. 2019

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Compensation

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990

Fiscal Year Ending Feb. 2018

Extracted Financial Data

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

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990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2010

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$0 (2021)

Expenses

$0 (2021)

Total Assets

$0 (2021)

Total Liabilities

$0 (2021)

Fiscal Year Ending June
2021

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001

Fiscal Year Ending Dec.
2000