2024-05-15T15:12:28-05:00 2023-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2022-07-01 356006484 UNITED WAY OF NORTHWEST INDIANA INC UNIT 2194643583 951 EASTPORT CENTER DR VALPARAISO IN 46383 ADAM O'DOHERTY PRESIDENT 2194643583 2024-05-15 1 ADAM ODOHERTY 999009999 0 SHAWN D DREIMAN CPA P00380913 3178413393 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADAM O'DOHERTY 951 EASTPORT CENTER DR VALPARAISO IN 46383 5147330 0 X HTTPS://UNITEDWAYNWI.ORG/ X 1957 IN UNITED WAY OF NORTHWEST INDIANA IS COMMITTED TO:A.CONTINUALLY EVALUATING AND ADAPTING TO COMMUNITY NEEDSB.MAINTAINING EXCELLENCE, INTEGRITY, AND ACCOUNTABILITY IN ALLENDEAVORSC.EMPOWERING COMMUNITY MEMBERS TO ACHIEVE THEIR CHARITABLE GIVINGGOALSD.RESPECTING THE DIGNITY OF ALL PEOPLEE.BUILDING COALITIONS AND PARTNERSHIPSF.ENSURING QUALITY SERVICES AND PROGRAMSG.PROMOTING AND SUPPORTING VOLUNTEERISM 26 26 54 406 0 0 5018639 4645519 65974 65152 -214028 252726 12348 32233 4882933 4995630 2488957 474400 0 0 1295541 1829056 0 0 369349 909690 1495926 4694188 3799382 188745 1196248 6427716 7574117 344092 294245 6083624 7279872 X UNITED WAY OF NORTHWEST INDIANA, INC. LEADS, UNITES, AND INSPIRES OUR COMMUNITY TO IMPROVE LIVES. 0 0 2755008 474400 65152 LEVEL UP IS A MULTI-FACETED, MINDSET CHANGE PROGRAM THAT PROVIDES FINANCIAL MOBILITY FOR WORKING RESIDENTS STRUGGLING TO MAKE ENDS MEET. SUPPLIED IN A ONE-ON-ONE SETTING, THE STAFF HELPS STRENGTHEN CLIENTS' RESOLVE TO BUILD A BETTER FUTURE FOR THEMSELVES AND THEIR FAMILIES. LEVEL UP ASSISTS WITH SOCIO-EMOTIONAL, MENTAL, AND FINANCIAL BARRIERS BY GUIDING CLIENTS TO COMMUNITY SERVICES, SOFT SKILLS TRAINING, FINANCIAL EDUCATION, AND EMPLOYMENT CERTIFICATIONS AND CONNECTIONS. PROGRAM DURATION IS APPROXIMATELY 12 TO 18 MONTHS. RESIDENTS MEETING MINIMAL REQUIREMENTS CAN APPLY TO THE PROGRAM AT WWW.UNITEDWAYNWI.ORG/LEVEL-UP. RESOURCE ROUNDUP-WWW.RESOURCEROUNDUP.COM-IS AN ONLINE, PUBLIC SOCIAL SERVICES DIRECTORY FOR NORTHWEST INDIANA RESIDENTS WHO NEED TO ACCESS INITIAL INFORMATION ON A VARIETY OF SERVICES THAT CAN HELP THEM GET BACK ON THEIR FEET.THE COMMUNITY RESOURCE SERVICES PROGRAM OFFERS ADVISORS TO ASSIST RESIDENTS IN FINDING COMMUNITY RESOURCES MORE QUICKLY. ADVISORS ANSWER GENERAL INQUIRIES, ASSESS RESIDENTS' NEEDS, AND CONNECT CLIENTS TO LOCAL SERVICES. UNITED WAY AMERICORPS SENIORS/RSVP PROGRAM DEPLOYS 361 SENIOR (ADULTS 55 AND OLDER) VOLUNTEERS TO ASSIST NORTHWEST INDIANA NONPROFITS BY DELIVERING MEALS, HELPING AT FOOD PANTRIES, PROVIDING SENIOR AND FAMILY COMPANIONSHIP AT HOSPICE AND SENIOR CENTERS, TRANSPORTING SENIORS AND VETERANS TO MEDICAL APPOINTMENTS, AND MORE. THE PROGRAM SERVES LAKE, LAPORTE, PORTER, AND STARKE COUNTIES AND ENDED ON MARCH 31, 2024. COMMUNITY INVESTMENT AND BASIC NEEDS GRANT SERVICES PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS IN CRISIS AND OPERATIONAL SUPPORT TO NONPROFITS WORKING IN EDUCATION, ECONOMIC STABILITY, AND HEALTH. FUND SUPPORT INCLUDES THE UNITED WAY EMERGENCY ASSISTANCE FUND, THE FEMA EMERGENCY FOOD & SHELTER GRANT PROGRAM, AND THE COVID-19 RELIEF FUND. PROGRAM IMPLEMENTATION IS IN PARTNERSHIP WITH APPROXIMATELY 35 AREA NONPROFITS. COMMUNITY ORGANIZATIONS ACTION IN DISASTER COALITION (COAD) CONNECTS RESIDENTS, BUSINESSES, AND GOVERNMENT AGENCIES TO NETWORK AND STAY INFORMED ABOUT DISASTER RELIEF SERVICES. UNITED WAY HELPS COORDINATE AND IMPLEMENT FEMA-SUPPORTED RECOVERY INITIATIVES AND EFFORTS IN NORTHWEST INDIANA.IRS VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDES VOLUNTEER-LED (10 VOLUNTEERS), FREE TAX PREPARATION SERVICES FOR LOW- TO MODERATE-INCOME RESIDENTS. UNITED WAY READING BUDDIES IS A REGIONAL LITERACY PROGRAM WITH 10-15 VOLUNTEERS THAT PROVIDES ALMOST 4,000 NEW STUFFED ANIMAL READING BUDDIES TO OVER 160 FIRST-AND SECOND-GRADE CLASSROOMS IN 35 SCHOOLS IN LAKE, LAPORTE, AND PORTER COUNTIES.WOMEN UNITED AIMS TO SUPPORT WOMEN IN RECOVERY BY OFFERING LIFE SKILLS CLASSES AND SOCIAL EVENTS. MEMBERS COMMIT TO HOSTING CLASSES AND/OR DONATING FUNDS TO SUPPORT THE EFFORT. THE PROGRAM'S PRIMARY FUNDRAISER IS ITS ANNUAL BUNCO BASH EVENT. THE GROUP HAS APPROXIMATELY 20 MEMBERS.UNITED WAY REGIONAL VOLUNTEER CENTER MATCHES NORTHWEST INDIANA RESIDENTS WITH VOLUNTEER OPPORTUNITIES THROUGHOUT THE REGION. THE CENTER PREVIOUSLY COORDINATED THE DAY OF CARING, A REGION-WIDE, SINGLE-DAY VOLUNTEER EVENT. NORTHWEST INDIANA AMERICORPS HAS BEEN A UNITED WAY PROGRAM SINCE 2007 BUT ENDED IN AUGUST 2023. THE PROGRAM BUILDS CAPACITY FOR LOCAL NONPROFITS AND SCHOOL SYSTEMS THROUGH ADMINISTRATIVE AND DIRECT SERVICE SUPPORT. IT SERVES LAKE, PORTER, LAPORTE, AND MARSHALL COUNTIES. 2755008 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 54 1 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X UNI FI 2194643583 2955 N MERIDIAN STE 200 INDIANAPOLIS IN 46208 HEATHER ENNIS BOARD CHAIR 4.00 X X 0 0 0 ERICA MAAR SECRETARY 4.00 X X 0 0 0 KEN TURNER TREASURER 4.00 X X 0 0 0 MARISA SMOLJAN VICE CHAIR 4.00 X X 0 0 0 CRYSTAL CARTWRIGHT DIRECTOR 1.50 X 0 0 0 AARON MCDERMOTT DIRECTOR 1.50 X 0 0 0 MATT BURDEN DIRECTOR 1.50 X 0 0 0 AL SPAJER DIRECTOR 1.50 X 0 0 0 BRIENNE HOOKER DIRECTOR 1.50 X 0 0 0 SCOTT CASBON DIRECTOR 1.50 X 0 0 0 CHRIS WHITE DIRECTOR 1.50 X 0 0 0 DESILA ROSETTI DIRECTOR 1.50 X 0 0 0 JEFF STRACK DIRECTOR 1.50 X 0 0 0 JIM DYE DIRECTOR 1.50 X 0 0 0 MELISSA DEAVERS DIRECTOR 1.50 X 0 0 0 MEGAN RICHTER DIRECTOR 1.50 X 0 0 0 LYNDA FARRIS DIRECTOR 1.50 X 0 0 0 MATTHEW HOLOWELL DIRECTOR 1.50 X 0 0 0 MICHAEL JASAITIS DIRECTOR 1.50 X 0 0 0 MIKE SCHNEIDER DIRECTOR 1.50 X 0 0 0 CAROLYN WHITTIER DIRECTOR 1.50 X 0 0 0 PHIL TAILLON DIRECTOR 1.50 X 0 0 0 RAEANN TRAKAS DIRECTOR 1.50 X 0 0 0 RON DONAHUE DIRECTOR 1.50 X 0 0 0 MEREDITH MOHLKE DIRECTOR 1.50 X 0 0 0 SHERRI ZILLER DIRECTOR 1.50 X 0 0 0 ADAM ODOHERTY PRESIDENT 50.00 X 156676 0 2858 156676 0 2858 1 0 1 0 0 1899288 2746231 18988 4645519 AMERICORP SITE REVENUE 900099 65152 65152 65152 124635 124635 258230 130139 128091 128091 128091 34622 21561 13061 13061 OTHER INCOME 900099 19172 19172 19172 4995630 65152 0 284959 474400 474400 159535 105244 30148 24143 1259732 831038 238055 190639 296796 195795 56086 44915 112993 74541 21353 17099 12750 3643 7204 1903 110128 31462 62229 16437 124431 68241 9498 46692 84671 55453 19732 9486 104059 47935 55874 250 53806 40893 5719 7194 49939 5946 43657 336 28128 23427 3056 1645 8982 398 8584 BOARD DESIGNATED EXPENS 406587 402621 300 3666 ALLOCATION TO AGENCIES 186416 186416 MEMBER COSTS 169534 166812 2722 DUES 66221 275 65666 280 90274 40468 45142 4664 3799382 2755008 675025 369349 3637879 4969297 462316 471251 92336 339162 2401 1120765 623452 608455 497313 429958 50000 1194371 1247094 6427716 7574117 176639 291657 167453 2588 344092 294245 X 5748235 7051058 335389 228814 6083624 7279872 6427716 7574117 1196248 0 X 0 1 X 1 0 X 1664080 2653607 2279034 5018639 4645519 16260879 1664080 2653607 2279034 5018639 4645519 16260879 16260879 -15714 7433 31172 -214028 124635 -66502 336 204 190632 10770 19172 221114 16415491 317230 0.99060 0.97260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1194371 139911 57525 29663 1247094 949948 460996 -158570 41190 16813 1194371 725165 274979 39203 10993 949948 786811 -12694 39345 9607 725165 814652 21764 39489 10116 786811 1.00000 1 0 213929 213929 852150 594029 258121 54686 29423 25263 497313 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 1247094 1247094 X 5047191 30000 21561 51561 4995630 0 4995630 3850943 30000 21561 51561 3799382 0 3799382 PART X, LINE 2: THE ORGANIZATION FOLLOWS GUIDANCE ISSUED BY THE FASB WITH RESPECT TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE TAX BENEFIT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 21,561. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 21,561. BUNKO 34622 34622 6086 15475 34622 34622 6086 15475 21561 13061 0 BOYS & GIRLS CLUBS OF NORTHWEST INDIANA 354 JEFFERSON ST VALPARAISO IN 46383 351724072 501(C)(3) 35000 0 MEMBERSHIP SUBSIDIES, FITNESS PROGRAM AND EDUCATION &CAREER DEVELOPMENT DUNELAND FAMILY YMCA 215 ROOSEVELT ST CHESTERTON IN 46304 351404559 501(C)(3) 33000 0 YOUTH DEVELOPMENT PROGRAMS FAMILY HOUSE 610 GLENDALE BLVD VALPARAISO IN 46383 351511473 501(C)(3) 11000 0 FAMILY PRESERVATION SERVICES GABRIEL'S HORN CORPORATION PO BOX 943 PORTAGE IN 46368 320075800 501(C)(3) 7000 0 CASE MANAGEMENT FOR FINANCIAL STABILITY HEALTHLINC 1001 STURDY RD VALPARAISO IN 46383 352147791 501(C)(3) 12000 0 HEALTHY LIFESTYLES FOR DISEASE MGT HILLTOP NEIGHBORHOOD HOUSE 460 S COLLEGE AVE VALPARAISO IN 46383 351971819 501(C)(3) 41000 0 SCHOLARSHIPS FOR WORKING FAMILIES CHILDCARE NEEDS, HEALTHY MEALS PROGRAM, AND KINDERGARTEN READINESS HOUSING OPPORTUNITIES 2001 CALUMET AVENUE VALPARAISO IN 46383 351965214 501(C)(3) 35500 0 WOMEN'S SHELTER AND THERAPY WORKS PROGRAM MENTAL HEALTH AMERICA OF NORTHWEST INDIANA 5311 HOHMAN AVE HAMMOND IN 46320 351014213 501(C)(3) 15000 0 BRIDGING THE GAP AND OPEN DOOR SOCIAL CLUB OPPORTUNITY ENTERPRISES 2801 EVANS AVE VALPARAISO IN 46383 351136833 501(C)(3) 36000 0 EMPLOYMENT SERVICES, DAY SERVICES AND CURRICULUM BASED PROGRAMMING PORTER COUNTY AGING & COMMUNITY 1005 CAMPBELL ST VALPARAISO IN 46385 351296781 501(C)(3) 30000 0 EMERGENCY ASSISTANCE PROGRAM PC ASSOC FOR HANDICAPPED CHILDREN & ADULTS INC 1390 BRANDYWINE RD CROWN POINT IN 46307 237422242 501(C)(3) 12000 0 CUSTOM EQUIPMENT FOR THE HANDICAPPED PORTER COUNTY PACT 1356 W LINCOLNWAY VALPARAISO IN 46385 237351004 501(C)(3) 15000 0 RECOVERY CONNECTION PROGRAM PORTER-STARKE SERVICES 601 WALL ST VALPARAISO IN 46383 351330771 501(C)(3) 12000 0 WELLNESS MENU ST AGNES ADULT DAY SERVICE CENTER 1859 HARRISON BLVD VALPARAISO IN 46385 352016060 501(C)(3) 7500 0 SCHOLARSHIP PROGRAM THE CARING PLACE INC 607 BULLSEYE LAKE ROAD VALPARAISO IN 46383 310944075 501(C)(3) 50000 0 SAFE EMERGENCY SHELTER SUPPORT AND TEEN DATING VIOLENCE PROGRAM THE SALVATION ARMY OF PC 799 CAPITOL ROAD VALPARAISO IN 46385 135561351 501(C)(3) 5100 0 EMERGENCY FINANCIAL ASSISTANCE PROGRAM AND COMMUNITY NUTRITION PROGRAM VALPARAISO FAMILY YMCA 1201 CUMBERLAND CROSSING VALPARAISO IN 46383 350876401 501(C)(3) 9000 0 BUILDING FOR OUR FUTURE AND LIVESTRONG PROGRAM VNA OF PORTER COUNTY 501 MARQUESTTE STREET VALPARAISO IN 46383 351174866 501(C)(3) 41600 0 HOME AND HOSPICE CARE, AND THE VNA PHOENIX CENTER PARENTS AS TEACHERS OF PORTER COUNTY 100 W BEAM ST CHESTERTON IN 46604 300225120 501(C)(3) 15000 0 READY, SET, KINDERGARTEN PORTAGE TOWNSHIP YMCA 3100 WILLOWCREEK RD PORTAGE IN 46368 351404478 501(C)(3) 24000 0 ACTIVE LEARNING PRE-K ACADEMY PORTER COUNTY EDUCATION SERVICES 750 RANSOM RD VALPARISO IN 46385 501(C)(3) 6500 0 SUMMER ENRICHMENT PROGRAM FOR PRESCHOOL STUDENTS 0 0 0 0 0 0 0 0 0 ADAM ODOHERTY PRESIDENT 156676 0 0 0 0 0 2858 0 0 0 159534 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED, FORM 990 IS PRESENTED TO THE GOVERNING BODY AND ALL MEMBERS OF THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE TAX FORM BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST DISCLOURE STATEMENT THAT MEMBERS OF THE ORGANIZATION MUST COMPLETE EACH YEAR. MEMBERS NEED TO DISCLOSE AND WITHDRAW FROM DISCUSSION AND VOTING ON POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 SALARIES WITH 3 YEAR COMPARISON DATA ARE REVIEWED AND APPROVED BY THE EXECUTIVE COUNCIL ALONG WITH APPOVAL OF THE BUDGET BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUALS INTERESTED IN REVIEWING THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS MAY CONTACT THE PRESIDENT TO MET AND REVIEW THEM.