2024-10-29T08:39:18-05:00 2023-12-31 351346211 HARDING SHYMANSKI & CO PSC PO BOX 3677 EVANSVILLE IN 47735 990 2023-01-01 350868069 UNITED WAY OF SOUTHWESTERN INDIANA INC UNIT 8124224100 318 MAIN STREET PO BOX 18 EVANSVILLE IN 477080018 AMY MANGOLD PRESIDENT AND CEO 8124224100 2024-08-16 1 0 LACY BENDER P01286730 8124649161 2024-08-16 2023 2024-10-15 13:58:12Z AMY MANGOLD 318 MAIN STREET STE 504 EVANSVILLE IN 47708 4519151 0 X WWW.UNITEDWAYSWI.ORG X 1922 IN TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY. 24 24 14 148 0 0 4578686 4387559 5400 2613 79979 115308 670444 13671 5334509 4519151 2300564 2397831 0 0 740186 807691 0 0 528962 505214 667224 3545964 3872746 1788545 646405 7321679 8488028 2000050 2518294 5321629 5969734 TO IMPROVE LIVES BY MOBILIZING THE CARING POWERS OF COMMUNITIES. 0 0 2713399 2397831 FUND DISTRIBUTION - ALLOCATES RESOURCES RAISED IN ANNUAL CAMPAIGN TO PROGRAMS WITH OUTCOMES ALIGNED WITH THE UNITED WAY OF SOUTHWESTERN INDIANA COMMUNITY AGENDA. 7935 EARLY CHILD DEVELOPMENT- THE EARLY CHILDHOOD DEVELOPMENT (ECD) WORKS WITH COMMUNITY PARTNERS TO ENSURE CHILDREN BIRTH THROUGH FIVE ARE PREPARED FOR SUCCESS IN SCHOOL USING EVIDENCE-BASED STRATEGIES AND INITIATIVES. 179288 2613 179288 2613 2900622 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X SCOTT ROBERTS 8124217478 318 MAIN STREET PO BOX 18 EVANSVILLE IN 47708 DEREK ADAMS TREASURER 2.00 X X 0 0 0 MARTHA AHLERS BOARD MEMBER 2.00 X 0 0 0 PETER PARADOSSI BOARD MEMBER 2.00 X 0 0 0 TINA FARRINGTON BOARD MEMBER 2.00 X 0 0 0 JENNIFER CHIUSANO BOARD MEMBER 2.00 X 0 0 0 LINDSAY SCHMITT EX-OFFICIO 2.00 X 0 0 0 KARI FLUEGEL BOARD MEMBER 2.00 X 0 0 0 XAVIA BURTON BOARD MEMBER 2.00 X 0 0 0 PAM HIGHT CHAIR 2.00 X X 0 0 0 GELINA MASCOE BOARD MEMBER 2.00 X 0 0 0 GLEN MUEHLBAUER BOARD MEMBER 2.00 X 0 0 0 ANDY NIEMIER CHAIR 2.00 X X 0 0 0 SCOTT EVERNHAM CHAIR 2.00 X X 0 0 0 MARK SAMILA BOARD MEMBER 2.00 X 0 0 0 HEIDI DUNNIWAY SECRETARY 2.00 X X 0 0 0 NEELY PIERCE BOARD MEMBER 2.00 X 0 0 0 SERITA CABELL AT LARGE 2.00 X X 0 0 0 RICHARD LEGER VICE CHAIR 2.00 X X 0 0 0 RYAN MCROBERTS BOARD MEMBER 2.00 X 0 0 0 KIM MCWILLIAMS JR AT LARGE 2.00 X X 0 0 0 EMILY REIDFORD EX-OFFICIO 2.00 X 0 0 0 AMY SUSOTT BOARD MEMBER 2.00 X 0 0 0 JEAN BLANTON BOARD MEMBER 2.00 X 0 0 0 CALVIN GOINS BOARD MEMBER 2.00 X 0 0 0 JAMIE HATFIELD BOARD MEMBER 2.00 X 0 0 0 GINA SCHMITZ BOARD MEMBER 2.00 X 0 0 0 AMY CANTERBURY PRESIDENT & CEO 50.00 X 142233 0 29608 142233 0 29608 1 0 1 0 0 9735 4377824 17925 4387559 EFSP INCOME 900099 2613 2613 2613 115308 115308 MISC. REVENUE 900099 13671 13671 13671 4519151 2613 0 128979 2397831 2397831 153796 21533 113809 18454 514762 235837 95057 183868 91083 31483 28534 31066 48050 18475 15773 13802 31225 31225 3224 3224 65138 65138 1920 768 384 768 74271 11140 51991 11140 2335 934 467 934 116954 3738 4833 108383 34036 34036 8952 8952 IAUW EXPENSES 119277 34990 69822 14465 ECD EXPENSES 79952 79952 MISC EXPENSES 45580 17917 7633 20030 VITA 16755 16755 67605 26045 14682 26878 3872746 2900622 443162 528962 95 85 4679988 5840709 1807744 1643514 3300 199394 5916 15796 147114 142139 13927 4975 648526 663516 81565 85008 80618 35031 7321679 8488028 100312 136814 808084 579480 15011 8362 1076643 1793638 2000050 2518294 X 2238019 2759232 3083610 3210502 5321629 5969734 7321679 8488028 X 646405 108490 -11264 -95526 X X 0 1 X 1 0 X 4330308 6709177 4864737 4819294 4387559 25111075 4330308 6709177 4864737 4819294 4387559 25111075 297359 24813716 71662 74489 75042 79979 115308 416480 15739 30802 15568 670444 13671 746224 26273779 0.94440 0.93550 X PART II LINE 10 MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 648525 4815 1078 26614 3224 663516 704680 -29521 23262 3372 648525 587977 119855 3152 704680 559089 46439 13336 4215 587977 514861 115979 66664 5087 559089 1.00000 0 0 49554 48118 1436 97560 94021 3539 4975 BOARD-DESIGNATED ENDOWMENT 663516 F 663516 DESIGNATIONS PAYABLE 66652 IMPACT GRANT 1689885 LEASE LIABILITY 37101 1793638 X 4481410 108490 -95532 12958 4468452 11264 39435 50699 4519151 3833311 0 3833311 39435 39435 3872746 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE CORPORATION IS (EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAX EXCEPT ON UNRELATED BUSINESS INCOME) UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954. THERE WERE NO TAXES DUE FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AS THERE WAS NO UNRELATED BUSINESS INCOME FOR THESE YEARS. MANAGEMENT EVALUATED THE CORPORATIONS UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES -98,969. INCREASE IN CASH SURRENDER VALUE 3,437. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS - NETTED AGAINST REVENUE ON FINANCIALS 36,211. FUND FEES - NETTED AGAINST REVENUE ON FINANCIALS 3,224. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS - NETTED AGAINST REVENUE ON FINANCIALS 36,211. FUND FEES - NETTED AGAINST REVENUE ON FINANCIALS 3,224. 1 ALBION FELLOWS BACON CENTER PO BOX 3164 EVANSVILLE IN 477313164 311029051 501C (3) 12266 0 MISSION: TO ELIMINATE DOMESTIC VIOLENCE AND SEXUAL ASSAULT. PROGRAMS FUNDED BY UNITED WAY: CHILDRENS PROGRAM; DOMESTIC VIOLENCE & SHELTER PROGRAM AMERICAN RED CROSS - SW INDIANA 29 S STOCKWELL RD EVANSVILLE IN 47714 350867941 501C (3) 6096 0 MISSION: THE AMERICAN RED CROSS IS A HUMANITARIAN ORGANIZATION, LED BY VOLUNTEERS, THAT PROVIDES RELIEF TO VICTIMS OF DISASTER AND HELPS PEOPLE PREVENT, PREPARE FOR AND RESPOND TO EMERGENCIES. IT DOES THIS THROUGH SERVICES THAT ARE CONSISTENT WITH ITS CONGRESSIONAL CHARTER AND THE FUNDAMENTAL PRINCIPLES OF THE INTERNATIONAL RED CROSS MOVEMENT. PROGRAMS FUNDED BY UNITED WAY: CRISIS ADMINISTRATION; BIOMEDICAL SERVICES; DISASTER PREPAREDNESS, RESPONSE & RECOVERY PROGRAM; PUBLIC HEALTH EDUCATION & SAFETY PROGRAM; SERVICES TO ARMED FORCES. ARK CRISIS NURSERY 415 LINCOLN AVE EVANSVILLE IN 47713 351553918 501C (3) 5429 0 MISSION: TO PREVENT AND END HOMELESSNESS IN OUR COMMUNITY. PROGRAM FUNDED BY UNITED WAY: HOMELESS OUTREACH TEAM BIG BROTHERSBIG SISTERS PO BOX 3071 EVANSVILLE IN 47730 351305578 501C (3) 6887 0 MISSION: TO PROVIDE POSITIVE ADULT ROLE MODELS FOR AT-RISK CHILDREN TO SUPPORT THEM IN BECOMING CARING, COMPETENT AND SELF-CONFIDENT PERSONS. PROGRAM FUNDED BY UNITED WAY: ONE-TO-ONE YOUTH MENTORING. BOY SCOUTS OF AMERICA - BUFFALO TRACE PO BOX 3245 EVANSVILLE IN 47731 350867971 501C (3) 6709 0 MISSION: TO SERVE OTHERS BY HELPING TO INSTILL VALUES IN YOUNG PEOPLE AND IN OTHER WAYS PREPARE THEM TO MAKE ETHICAL CHOICES OVER THEIR LIFETIME IN ACHIEVING THEIR FULL POTENTIAL. PROGRAMS FUNDED BY UNITED WAY: HIGH RISK TROOPS PROGRAM; SCOUT REACH BOYS & GIRLS CLUB OF EVANSVILLE PO BOX 6311 EVANSVILLE IN 47719 351007558 501C (3) 11313 0 MISSION: THE BOYS & GIRLS CLUB OF EVANSVILLE IS A YOUTH GUIDANCE AGENCY UTILIZING POSITIVE PRINCIPLES OF YOUTH DEVELOPMENT IN WORKING WITH YOUTH, SIX THROUGH 17 YEARS OF AGE FROM ALL BACKGROUNDS, BUT WITH SPECIAL CONCERN FOR THOSE FROM DISADVANTAGED CIRCUMSTANCES TO DEVELOP THOSE QUALITIES NEEDED TO BECOME RESPONSIBLE AND CARING CITIZENS. PROGRAMS FUNDED BY UNITED WAY: SPRINGLEAF SERVICE UNIT AND FULTON AVENUE SERVICE UNIT CATHOLIC CHARITIES BUREAU 123 NW 4TH ST SUITE 603 EVANSVILLE IN 47708 350890893 501C (3) 43608 0 MISSION: WE, THE PEOPLE OF CATHOLIC CHARITIES, DIOCESE OF EVANSVILLE, WORK AS A COMMUNITY OF CHRISTIANS GUIDED BY THE SCRIPTURES AND SOCIAL TEACHINGS OF THE CHURCH. WE STRENGTHEN INDIVIDUALS, FAMILIES AND COMMUNITIES BY ASSISTING THEM IN DISCOVERING AND UTILIZING THEIR GIFTS TO ACHIEVE THEIR GOALS AND TO SERVE THE COMMON GOOD. PROGRAMS FUNDED BY UNITED WAY:COMMUNITY OUTREACH PROGRAM; COUNSELING PROGRAM; SCHOOL COUNSELING PROGRAM; NEIGHBOR TO NEIGHBOR. LAMPION CENTER 655 S HEBRON AVE EVANSVILLE IN 47714 350868077 501C (3) 5670 0 MISSION: TO STRENGTHEN AND IMPROVE THE QUALITY OF INDIVIDUAL, FAMILY AND COMMUNITY LIFE. PROGRAMS FUNDED BY UNITED WAY: ADVOCACY FOR CHILDREN AND FAMILY SERVICES; COMMUNITY SERVICE PROJECT; COUNSELING PROGRAM OTHER UNITED WAY VARIOUS EVANSVILLE IN 47712 999999999 501C (3) 30058 0 MISSION: TO PREVENT HUNGER, PREVENT HOMELESSNESS AND TO STRENGTHEN THE FAMILY BY PROVIDING EMERGENCY ASSISTANCE FOR LOW-INCOME INDIVIDUALS FACING A FINANCIAL CRISIS, AND TO EDUCATE AND ADVOCATE FOR SOCIAL CHANGE. PROGRAMS FUNDED BY UNITED WAY: CRISIS INTERVENTION CASE MANAGEMENT PROGRAM; EMERGENCY ASSISTANCE PROGRAM. THE ARC OF EVANSVILLE PO BOX 4089 EVANSVILLE IN 47724 350992718 501C (3) 7125 0 MISSION: THE SALVATION ARMY, AN INTERNATIONAL MOVEMENT, IS AN EVANGELICAL PART OF THE UNIVERSAL CHRISTIAN CHURCH. ITS MESSAGE IS BASED ON THE BIBLE. ITS MINISTRY IS MOTIVATED BY THE LOVE OF GOD. ITS MISSION IS TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION. PROGRAMS FUNDED BY UNITED WAY: EMERGENCY FINANCIAL ASSISTANCE; DAILY FEEDING PROGRAM; K.A.S.H 4 CHANGE. THE REHABILITATION CENTER 3701 BELLEMEADE AVE EVANSVILLE IN 47714 351087526 501C (3) 21525 0 MISSION: TO REPRESENT THE BEST INTEREST OF CHILDREN INVOLVED IN COURT PROCEEDINGS THROUGH THE COURT-APPOINTED SPECIAL ADVOCATE PROGRAM. PROGRAMS FUNDED BY UNITED WAY: VOLUNTEER BASED CHILD ADVOCATE PROGRAM. YMCA 222 NW 6TH ST EVANSVILLE IN 47711 350869074 501C (3) 13750 0 MISSION: THE EMPOWERMENT OF WOMEN AND THE ELIMINATION OF RACISM. PROGRAMS FUNDED BY UNITED WAY: DOMESTIC VIOLENCE SHELTER PROGRAM; DOMESTIC VIOLENCE COUNSELING FOR CHILDREN PROGRAM; TRANSITIONAL HOUSING PROGRAM; LIVE YERS PROGRAM YWCA 118 VINE ST EVANSVILLE IN 47708 350869074 501C (3) 65860 0 PROGRAM SUPPORT EVANSVILLE CHRISTIAN LIFE CENTER 509 S KENTUCKY ST EVANSVILLE IN 47714 311191608 501C (3) 58683 0 MISSION: THE EVANSVILLE CHRISTIAN LIFE CENTER IS DEDICATED TO THE RESTORATION OF PEOPLE OUR MISSION IS TO MAKE A LIFE CHANGING SPIRITUAL IMPACT THAT WILL RESTORE PEOPLE TO PRODUCTIVE AND INDEPENDENT LIVING THROUGH JESUS CHRIST BY NETWORKING HUMAN AND FINANCIAL RESOURCES, OUR GOAL IS TO EFFECTIVELY MEET THE EMOTIONAL, PHYSICAL AND SPIRITUAL NEEDS OF FAMILIES AND INDIVIDUALS. IVY TECH 3501 N FIRST AVENUE EVANSVILLE IN 47710 321180631 88920 0 TO HELP STUDENTS REACH THEIR GOALS WORK ONE 4600 WASHINGTON AVENUE SUITE 113 EVANSVILLE IN 47714 999999999 501C (3) 111080 0 DEVELOPS AND PROMOTES STRATEGIES THAT PROVIDE A SKILLED WORKFORCE FOR EMPLOYERS IN SOUTHWEST INDIANA EVSC FOUNDATION 951 WALNUT ST EVANSVILLE IN 47713 262863843 501C (3) 111365 0 MISSION: TO LEVERAGE COMMUNITY PARTNERSHIPS AND RESOURCES TO EMPOWER ALL STUDENTS TO THRIVE. DREAM CENTER 1516 N MAIN ST EVANSVILLE IN 47711 352061699 501C (3) 83605 0 MISSION: SHARING GOD'S LOVE BY WALKING WITH KIDS CRADLE TO CAREER, SUPPORTING THEIR FAMILIES, AND ENGAGING IN NEIGHBORHOOD TRANSFORMATION. PARENTING TIME CENTER 101 NW TENTH STREET EVANSVILLE IN 47708 270991381 501C (3) 25000 0 MISSION: EMPOWER PARENTS AND CHILDREN TO CREATE POSITIVE RELATIONSHIPS IN A SAFE AND NURTURING ENVIRONMENT YOUTH FIRST FOUNDATION INC 111 SE THIRD STREET SUITE 405 EVANSVILLE IN 47708 352050168 501C (3) 83900 0 MISSION: TO STRENGTHEN YOUTH AND FAMILIES BY PROVIDING EVIDENCE BASED PROGRAMS THAT PROMOTE HEALTH, PREVENT SUBSTANCE MISUSE, AND MAXIMIZE STUDENT SUCCESS. 30 2 PART I, LINE 2: ALL AGENCIES MUST SUBMIT AUDITED FINANCIAL STATEMENTS, AN INDEPENDENT FINANCIAL REVIEW OR BANK STATEMENT IN ACCORDANCE WITH UNITED WAY GUIDELINES. UNITED WAY DISTRIBUTES DONOR DOLLARS TO LOCAL PROGRAMS THAT FOCUS ON EDUCATION, INCOME AND HEALTH. UNITED WAY DEPENDS ON THREE TEAMS OF VOLUNTEERS WHO WORK TOGETHER TO MAKE FUNDING DECISIONS. THIS GROUP OF MORE THAN 60 VOLUNTEERS TAKES ON THE CHALLENGING, REWARDING TASK OF INVESTING CONTRIBUTIONS INTO LOCAL PROGRAMS OF UNITED WAY PARTNER AGENCIES. THE COMMUNITY IMPACT CABINET SUPPORTS UNITED WAY BY EFFECTIVELY OVERSEEING AND IMPLEMENTING THE FUND DISTRIBUTION PROCESS, ENSURING THAT UNITED WAY, ITS PARTNER AGENCIES AND COMMUNITY IMPACT PARTNERS ARE ACCOUNTABLE TO ONE ANOTHER FOR THE RESOURCES AND THE PARTNERSHIP THEY SHARE. TEN FUND DISTRIBUTION PROGRAM PANELS SUPPORT UNITED WAY BY REVIEWING FUNDING REQUESTS FROM THE PARTNER AGENCIES, ASSESSING INDIVIDUAL PROGRAM RESULTS AND MAKING FUNDING RECOMMENDATIONS FOR EACH PROGRAM. FUND DISTRIBUTION AUDIT COMMITTEE VOLUNTEERS SUPPORT UNITED WAY BY ENSURING PARTNER AGENCIES MEET FINANCIAL STABILITY STANDARDS OF UNITED WAY FUNDING CRITERIA. THE VOLUNTEERS BEGIN MEETING TO REVIEW PROGRAM RESULTS AND FINANCIAL STATEMENTS WITH PARTNER AGENCY EACH OCTOBER. ONCE THE UNITED WAY CAMPAIGN CLOSES, THE VOLUNTEERS WEIGH THE AVAILABLE RESOURCES WITH THE NEEDS OF THE COMMUNITY AND THE MERIT OF EACH PROGRAM BEFORE MAKING FINAL FUNDING RECOMMENDATIONS TO THE UNITED WAY BOARD OF DIRECTORS. PARTNER AGENCIES RECEIVE DONOR DESIGNATIONS AS WELL AS DONATIONS DISTRIBUTED FROM THE GENERAL FUND. X 0 0 0 0 0 0 0 0 0 AMY CANTERBURY PRESIDENT & CEO 132233 0 10000 0 0 0 11563 0 18045 0 171841 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO EACH FINANCE COMMITTEE MEMBER BEFORE IT IS FILED. A FINAL COPY IS PROVIDED TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C UPON JOINING THE ORGANIZATION AS A BOARD MEMBER OR A STAFF MEMBER, EMPLOYEES ARE PROVIDED WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY, BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. THE COMPLETED FORMS ARE REVIEWED TO DETERMINE IF ANY FURTHER ACTION IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE GOES THROUGH A SALARY COMPARABILITY AND APPROVAL PROCESS FOR THE EXECUTIVE DIRECTOR. ALL OTHER EMPLOYEE COMPENSATION IS APPROVED IN AGGREGATE ON AN ANNUAL BASIS BY THE BOARD IN CONJUNCTION WITH THE BUDGET APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES, AUDITS, AND 990S ARE LOCATED AT THE OFFICES OF THE UNITED WAY OF SOUTHWESTERN INDIANA, INC. AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INCREASE IN CASH SURRENDER VALUE 3,443. UNCOLLECTIBLE PLEDGES -98,969. PART XII, LINE 2C THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR.