Montgomery United Fund for You Inc

CRAWFORDSVILLE, IN EIN: 35-1173225

TO SERVE THE CITIZENS OF MONTGOMERY COUNTY THROUGH FUNDING A COLLABORATIVE SOCIAL SERVICES SYSTEM THAT PROMOTES HUMAN DIGNITY, SELF-SUFFICIENCY, AND INDIVIDUAL CHARACTER.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

$1.7M

+4.1% YoY

Annual Giving

$507K

+114.5% YoY

Grant Count

15

+66.7% YoY

Avg Grant Size

$34K

+28.7% YoY

About Montgomery United Fund for You Inc

Based on IRS filings

Montgomery United Fund for You Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CRAWFORDSVILLE, IN. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $1.7M in total assets. In 2021, it awarded 15 grants totaling $507K. Net investment income was $198K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CrawfordsvilleLadogaLafayette

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$186K$371K$557K$742K20202021
Metric20212020
Total Assets$1,684,241$1,618,462
Revenue$674,735$399,397
Expenses$636,525$466,225
Qualifying Distributions
Net Investment Income$197,758$53,792
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$127K$254K$380K$507K9 grants202015 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2021

BOYS & GIRLS CLUB$93KYOUTH SERVICE BUREAU$87KFAMILY CRISIS SHELTER$82KPAM'S PROMISE$39KSUNSHINE VANS$38KNEW BEGINNINGS CHILD CAR…$34KCARA - CRAWFORSVILLE COM…$32KHALF WAY HOM INC4 ANCHORS$21KTRINITY LIFE MINISTRY$17KCOMMUNITY CHEST OF MONTG…$17K

Grant Size Distribution

24 grants across all recorded years

19<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Boys & Girls Club ($92,641), Youth Service Bureau ($87,091), Family Crisis Shelter ($81,544).

RecipientPurposeAmount
BOYS & GIRLS CLUB CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$92,641
YOUTH SERVICE BUREAU CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$87,091
FAMILY CRISIS SHELTER CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$81,544
PAM'S PROMISE CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$39,189
SUNSHINE VANS CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$37,772
NEW BEGINNINGS CHILD CARE - MINISTRY OF WOODLAND HEIGHTS CHURCH CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$34,080
CARA - CRAWFORSVILLE COMMUNITY SCHOOL CORPORATION CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$32,126
HALF WAY HOM INC4 ANCHORS CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$21,131
TRINITY LIFE MINISTRY LAFAYETTE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$17,397
COMMUNITY CHEST OF MONTGOMERY COUNTY CRAWFORDSVILLE, INTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$16,867

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

HEATHER HERNANDEZEXECUTIVE DIRECTOR - PART YEAR$33KGINA HAILEEXECUTIVE DIRECTOR - PART YEAR$5K

From 2021 filing

NameTitleHoursCompensation
HEATHER SHIRKPRESIDENT2
BRIAN CAMPBELLVICE PRESIDENT2
ADAM NAGELETREASURER2
NANCY OUTCALTSECRETARY2
AARON MURDOCKBOARD MEMBER1
CLAUDETTE ETTER-KIRKBOARD MEMBER1
DENISE ROSENTRETERBOARD MEMBER1
ERIC OLOFSONBOARD MEMBER1
JARROD ZACHARYBOARD MEMBER1
JOSH GRAYBOARD MEMBER1
KAYLA BRETNEYBOARD MEMBER1
KELLI WELCHBOARD MEMBER1
LORI HOLTBOARD MEMBER1
MICHELE HUNLEYBOARD MEMBER1
REBEKAH LEEBOARD MEMBER1
RICK HERNANDEZBOARD MEMBER1
SHEILA SOWERSBOARD MEMBER1
SINA PARKSBOARD MEMBER1
ZACH HOCKERSMITHBOARD MEMBER1
GINA HAILEEXECUTIVE DIRECTOR - PART YEAR20$5,288
HEATHER HERNANDEZEXECUTIVE DIRECTOR - PART YEAR20$33,115

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Montgomery United Fund for You Inc?

Montgomery United Fund for You Inc is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CRAWFORDSVILLE, IN. It holds $1.7M in total assets as of 2021.

How large is Montgomery United Fund for You Inc?

As of 2021, Montgomery United Fund for You Inc holds $1.7M in total assets with $675K in annual revenue. It awarded 15 grants totaling $507K in 2021.

Where does Montgomery United Fund for You Inc operate?

Montgomery United Fund for You Inc has awarded grants in Indiana.

What size grants does Montgomery United Fund for You Inc award?

In 2021, Montgomery United Fund for You Inc awarded 15 grants totaling $507K — an average of about $34K per grant, based on its IRS Form 990 filings.

What is Montgomery United Fund for You Inc's EIN?

Montgomery United Fund for You Inc's EIN (Employer Identification Number) is 35-1173225. IRS Form 990 filing data is available on this page for 2020–2021.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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