Montgomery United Fund for You Inc
Montgomery United Fund for You Inc is a public charity based in Crawfordsville, Indiana. Its 2021 filing is marked as the organization’s final return, so it appears to have wound down or stopped grantmaking.
Key facts about Montgomery United Fund for You Inc
In short: Montgomery United Fund for You Inc gave $625K across 24 grants in 2021 (avg $26K), mostly in Indiana. Source: 2021 IRS Form 990.
- EIN
- 35-1173225
- Latest 990 filing
- Form 990, 2021
- Annual giving (2021)
- $624,688
- Grants made (2021)
- 24
- Average grant
- $26,029
- Median grant
- $17,132
- Primary geography
- Indiana (100% of itemized 2021 grant dollars)
Data from IRS Form 990, 2021; updated September 2026.
Financial Overview
From 2021 IRS Form 990 · Covers 16 months (fiscal year-end changed) · View filing
Total Assets
—
Annual Giving
$625K
Grant Count
24
Avg Grant Size
$26K
How Montgomery United Fund for You Inc gives
- 19% of 2021 grantees were also funded in 2020. Method
Estimate from itemized grant lists in IRS Form 990 filings (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization stated its mission was “to serve the citizens of Montgomery County through funding a collaborative social services system that promotes human dignity, self-sufficiency, and individual character.” Its filing describes funding social service agencies in Montgomery County that assist people needing supportive services such as homelessness services, drug treatment, child care, and preventive youth services.
Among its 2021 grantees, Family Crisis Shelter Inc described its mission as providing emergency shelter for victims of domestic abuse and supportive services to all victims of abuse. Recovery Coalition Inc described providing self-help meetings, activities, and groups to support people in recovery or seeking recovery from addiction.
Grantmaking
In 2021, the organization reported 15 grants totaling $507,067. Grant amounts ranged from $7,000 to $92,641, with a median of $21,131. The listed grant purposes were “to further the exempt purpose of the organization.”
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Geographic Focus
Where this funder awards grants
All grant dollars reported for 2021 went to recipients in Indiana. The organization’s stated mission refers to serving citizens of Montgomery County.
Grant Distribution by State
Share of 2021 grant dollars across all 24 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $236K (2020) to $625K (2021, 16 months). In 2021 it made 24 grants totaling $625K.
*2021: Covers 16 months (fiscal year-end changed).
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
The largest 2021 recipient was Boys & Girls Club ($113K across 2 grants). Together the top 10 received $556K.
Organizations only. It also paid 2 grants to individuals ($20,014), which are not listed by name.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 28 grants of 33 (85%).
Giving History
Grant recipients and amounts by year
*2021: Covers 16 months (fiscal year-end changed).
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $92,641 |
| Youth Service Bureau Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $87,091 |
| Family Crisis Shelter Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $81,544 |
| Pam's Promise Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $39,189 |
| Sunshine Vans Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $37,772 |
| New Beginnings Child Care - Ministry of Woodland Heights Church Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $34,080 |
| Cara - Crawforsville Community School Corporation Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $32,126 |
| Youth Service Bureau Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $25,550 |
| Family Crisis Shelter Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $25,500 |
| Half Way HOM INC4 Anchors Crawfordsville, IN | To Further the Exempt Purpose of the Organization | $21,131 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2021 | $1,684,241 | $674,735 | $636,525 | $507,067 (15 grants) |
| 2020 | $1,618,462 | $399,397 | $466,225 | $236,399 (9 grants) |
*2021: Covers 16 months (fiscal year-end changed).
| Metric | 2021* | 2020 |
|---|---|---|
| Total Assets | — | $1,618,462 |
| Revenue | $688,181 | $399,397 |
| Expenses | $810,728 | $466,225 |
| Net Investment Income | $199,493 | $53,792 |
*2021: Covers 16 months (fiscal year-end changed).
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS January 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS April 1, 2022)
- IRS filings on file for fiscal years 2020–2021
Leadership & Key People
Leadership team and compensation from IRS filings
The 2021 filing listed Heather Shirk as president, Brian Campbell as vice president, Adam Nagele as treasurer, and Nancy Outcalt as secretary. Board members listed were Aaron Murdock, Claudette Etter-Kirk, Denise Rosentreter, Eric Olofson, Jarrod Zachary, and Josh Gray.
Montgomery United Fund for You Inc is led by Gina Haile, Executive Director on the 2021 filing; 1 of 11 officers listed in 2021 is compensated.
Officers on the 2021 filing
Gina Haile
Executive Director
New on the 2021 filing
40 hrs/week
$17K (2021)
Heather Shirk
President
On filings since 2020
2 hrs/week
No compensation reported
Brian Campbell
Vice President
On filings since 2020
2 hrs/week
No compensation reported
Rick Hernandez
Board Member
On filings since 2020
1 hr/week
No compensation reported
Jim Johnson
Board Member
New on the 2021 filing
1 hr/week
No compensation reported
Karin Kerber Odle
Board Member
New on the 2021 filing
1 hr/week
No compensation reported
Kayla Bretney
Secretary
New on the 2021 filing
2 hrs/week
No compensation reported
Margaret Sennett
Board Member
New on the 2021 filing
1 hr/week
No compensation reported
Michele Hunley
Treasurer
New on the 2021 filing
2 hrs/week
No compensation reported
Rebekah Lee
Board Member
New on the 2021 filing
1 hr/week
No compensation reported
Sina Parks
Board Member
New on the 2021 filing
1 hr/week
No compensation reported
Former officers (14)
- Former: Adam Nagele (2020) — Treasurer
- Former: Claudette Etter-Kirk (2020) — Board Member
- Former: Denise Rosentreter (2020) — Board Member
- Former: Eric Olofson (2020) — Board Member
- Former: Heather Hernandez (2020) — Executive Director - Partial Year
- Former: Josh Gray (2020) — Board Member
- Former: Kelli Welch (2020) — Board Member
- Former: Lori Holt (2020) — Board Member
- Former: Mary Taylor (2020) — Board Member
- Former: Nancy Outcalt (2020) — Secretary
- Former: Sasha Clements (2020) — Board Member
- Former: Sheila Sowers (2020) — Board Member
- Former: Terry Armstrong (2020) — Executive Director - Partial Year
- Former: Zach Hockersmith (2020) — Board Member
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2021 IRS filing
The highest reported compensation on the 2021 filing was $17K, to Gina Haile (Executive Director).
Contact
Mailing address: 221 E Main Street, Crawfordsville, IN 47933
Phone: (765) 362-5484
Website: https://montgomeryunited fund.org
Frequently asked questions about Montgomery United Fund for You Inc
How much does Montgomery United Fund for You Inc give each year?
Montgomery United Fund for You Inc gave $625K across 24 grants in 2021, according to its 2021 IRS Form 990. The 2021 filing year covers 16 months because its fiscal year-end changed. In 2020 it gave $236K across 9 grants.
What is Montgomery United Fund for You Inc's typical grant size?
Montgomery United Fund for You Inc's median grant in 2021 was $17,132, and its average grant was $26,029, across 24 grants on its 2021 IRS Form 990.
Where does Montgomery United Fund for You Inc give grants?
Montgomery United Fund for You Inc gives mostly in Indiana: 100% of the grant dollars itemized on its 2021 IRS Form 990 went to recipients there. The most frequent recipient cities were Crawfordsville, IN (20 grants).
Who are Montgomery United Fund for You Inc's largest grantees?
Montgomery United Fund for You Inc's largest 2021 grantees include Boys & Girls Club ($113,266 across 2 grants), Youth Service Bureau ($112,641 across 2 grants) and Family Crisis Shelter ($107,044 across 2 grants), according to its 2021 IRS Form 990. It also paid 2 grants to individuals ($20,014), which are not listed by name. Together they received 53% of its itemized 2021 grant dollars.
What does Montgomery United Fund for You Inc fund?
The organization stated its mission was “to serve the citizens of Montgomery County through funding a collaborative social services system that promotes human dignity, self-sufficiency, and individual character.” See mission & focus areas ↑
How do I apply for a grant from Montgomery United Fund for You Inc?
Montgomery United Fund for You Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching Montgomery United Fund for You Inc by hand.
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