United Way Simcoe Muskoka

WellFunded is working with organizations like United Way Simcoe Muskoka to eliminate redundancy, increase equity, and unlock more funding for charities like yours.

Tax ID 118799485RR0001 Canada ๐Ÿ‡จ๐Ÿ‡ฆ
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Trusted by leading Canadian DAFs, foundations, and wealth advisors managing over $1.3B in charitable assets.

About United Way Simcoe Muskoka

Overview

United Way Simcoe Muskoka is a registered Canadian charity focused on poverty reduction, social inclusion, housing support, and energy assistance. They provide programs like the Home Relief Bank, which offers interest-free loans to lower-income tenants and homeowners to help them stay in their homes. The organization collaborates with local agencies to address community needs and supports various initiatives to improve financial stability and prevent homelessness.

Mission

To improve lives and build community by engaging individuals and mobilizing collective action to address the root causes of social problems and to change community conditions for the better.

Vision

Inclusion, Community, Collaboration, transparency, accountability and commitment to being a living wage employer

Unique value proposition

United Way Simcoe Muskoka operates a unique Low-Income Energy Assistance Program (LEAP) through an inbound call centre, administering programs on behalf of Ontario utility companies, earning revenue that supports their charitable mission. This social enterprise model is unique among United Way organizations in Canada.

Financial overview

Revenue (2025)
$3,237,335
Expenses (2025)
$8,379,701
Total assets
$5,238,218
Liabilities
$1,775,192
Year Revenue Expenses Program Admin Fundraising
2025 $3,237,335 $8,379,701 $546,712 $965,580 $647,362
2024 $3,493,360 $9,120,759 $483,491 $852,442 $549,197
2023 $3,799,044 $8,603,122 $327,975 $741,549 $394,182
2022 $8,710,520 $8,087,586 $652,631 $666,370 $507,993
2021 $14,178,610 $12,941,702 $510,428 $716,810 $604,505
2020 $8,390,947 $8,157,875 $511,306 $795,109 $477,864

Financial data sourced from the Canada Revenue Agency.

Revenue, expenses and assets

Revenue sources

Assets and liabilities

Spending mix by year

Leadership team

BS

Brian Shelley

Chief Executive & Philanthropy Officer

SM

Sharon McCormick

Chief Administrative Officer

RM

Rosi Martin

Relationship Manager

DM

David Mayers

Board Chair

Trusted by

NWM Acts of Grace Charis CNCF

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