2023-05-15T15:50:50-05:00 2022-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2021-07-01 356006484 UNITED WAY OF NORTHWEST INDIANA INC UNIT 2194643583 951 EASTPORT CENTER DR VALPARAISO IN 46383 KIM OLESKER PRESIDENT 2194643583 2023-05-15 1 KIM OLESKER 999009999 SHAWN D DREIMAN CPA P00380913 3178413393 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ADAM O'DOHERTY 951 EASTPORT CENTER DR VALPARAISO IN 46383 4899684 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 33 33 50 1000 0 0 2279034 5018639 31172 65974 225367 -214028 190632 12348 2726205 4882933 1115466 2488957 0 0 786596 1295541 0 0 149049 537242 909690 2439304 4694188 286901 188745 4266743 6427716 704704 344092 3562039 6083624 X UNITED WAY OF NORTHWEST INDIANA, INC. LEADS, UNITES, AND INSPIRES OUR COMMUNITY TO IMPROVE LIVES. 0 0 4125608 2488957 65974 LEVEL UP IS A MULTI-FACETED, MINDSET CHANGE PROGRAM THAT PROVIDES FINANCIAL MOBILITY FOR WORKING RESIDENTS THAT ARE STRUGGLING TO MAKE ENDS MEET. PROVIDED IN A ONE-ON-ONE SETTING, STAFF HELPS STRENGTHEN CLIENT RESOLVE TO BUILD A BETTER FUTURE FOR THEM AND THEIR FAMILY. 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 IN NEED TO ACCESS INITIAL INFORMATION ON A VARIETY OF SERVICES THAT CAN HELP GET THEM BACK ON THEIR FEET.COMMUNITY RESOURCE SERVICES PROGRAM OFFERS ADVISORS TO ASSIST RESIDENTS TO FIND COMMUNITY RESOURCES MORE QUICKLY. ADVISORS ANSWER GENERAL INQUIRIES, ASSESS RESIDENT NEEDS AND CONNECT CLIENTS TO LOCAL SERVICES. UNITED WAY AMERICORPS SENIORS/RSVP PROGRAM DEPLOYS MORE THAN 300 SENIOR (ADULTS 55 & OLDER) VOLUNTEERS TO ASSIST NORTHWEST INDIANA NONPROFITS BY DELIVERING MEALS, HELPING AT FOOD PANTRIES, PROVIDING SENIOR AND FAMILY COMPANIONSHIP AT HOSPICE AND SENIOR CENTERS, AND TRANSPORTING SENIORS AND VETERANS TO MEDICAL APPOINTMENTS, AND MORE. THE PROGRAM SERVES IN LAKE, LAPORTE, PORTER AND STARKE COUNTIES. COMMUNITY INVESTMENT AND BASIC NEEDS GRANT SERVICES PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS IN CRISIS AND OPERATIONAL SUPPORT TO NONPROFITS WORKING IN THE AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. FUND SUPPORTS INCLUDE UNITED WAY EMERGENCY ASSISTANCE FUND, FEMA EMERGENCY FOOD & SHELTER GRANT PROGRAM, AND 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 TOGETHER TO NETWORK AND STAY INFORMED ON DISASTER RELIEF SERVICES. UNITED WAY HELPS WITH THE COORDINATION AND IMPLEMENTATION OF FEMA-SUPPORTED RECOVERY INITIATIVES AND EFFORTS IN NORTHWEST INDIANA.IRS VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDES VOLUNTEER-LED, FREE TAX PREPARATION SERVICES FOR LOW- TO MODERATE-INCOME RESIDENTS.UNITED WAY READING BUDDIES IS A REGIONAL LITERACY PROGRAM THAT PROVIDES MORE THAN 4,000 NEW STUFFED ANIMAL READING BUDDIES TO OVER 170 FIRST AND SECOND GRADE CLASSROOMS IN LAKE, LAPORTE AND PORTER COUNTIES.WOMEN UNITED AIMS TO PROVIDE A SUPPORT NETWORK TO WOMEN IN RECOVERY BY PROVIDING LIFE SKILLS CLASSES AND SOCIAL EVENTS. MEMBERS COMMIT TO HOSTING CLASSES AND/OR DONATING FUNDS TO SUPPORT THE EFFORT. THE MAJOR FUNDRAISER FOR THE PROGRAM IS THEIR ANNUAL BUNCO BASH EVENT. THE GROUP HAS APPROXIMATELY 150 MEMBERS.UNITED WAY REGIONAL VOLUNTEER CENTER MATCHES NORTHWEST INDIANA RESIDENTS WITH VOLUNTEER OPPORTUNITIES THROUGHOUT THE REGION. THE CENTER ANNUALLY COORDINATES DAY OF CARING, A REGION-WIDE, SINGLE-DAY VOLUNTEER EVENT.NORTHWEST INDIANA AMERICORPS HAS BEEN A UNITED WAY PROGRAM SINCE 2007. THE PROGRAM BUILDS CAPACITY FOR LOCAL NONPROFITS AND SCHOOLS SYSTEMS THROUGH ADMINISTRATIVE AND DIRECT SERVICE SUPPORTS. THE PROGRAM SERVES IN LAKE, PORTER, LAPORTE AND MARSHALL COUNTIES. 4125608 1 1 0 0 0 0 0 0 1 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 50 1 0 0 0 0 0 0 0 0 0 0 X 33 33 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 MICHAEL SCHNEIDER DIRECTOR 1.50 X 0 0 0 HEATHER ENNIS VICE PRESIDENT 4.00 X X 0 0 0 CAROLYN HIGGINS DIRECTOR 1.50 X 0 0 0 TIM WARNER DIRECTOR 1.50 X 0 0 0 RON DONAHUE DIRECTOR 1.50 X 0 0 0 CRYSTAL CARTWRIGHT DIRECTOR 1.50 X 0 0 0 JEFFREY STRACK BOARD CHAIR 4.00 X X 0 0 0 MATT BURDEN DIRECTOR 1.50 X 0 0 0 SHERRI ZILLER DIRECTOR 1.50 X 0 0 0 ALLEN SPAJER DIRECTOR 1.50 X 0 0 0 SCOTT CASBON DIRECTOR 1.50 X 0 0 0 CHARLES HARRIS DIRECTOR 1.50 X 0 0 0 DESILA ROSETTI DIRECTOR 1.50 X 0 0 0 TAMERA LIENHART DIRECTOR 1.50 X 0 0 0 MICHAEL RAYSON DIRECTOR 1.50 X 0 0 0 JENNIFER MONTAGUE 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 JAMES VAN BUREN DIRECTOR 1.50 X 0 0 0 JIM DYE DIRECTOR 1.50 X 0 0 0 CAROLYN WHITTIER DIRECTOR 1.50 X 0 0 0 AARON MCDERMOTT DIRECTOR 1.50 X 0 0 0 THOMAS MCDERMOTT DIRECTOR 1.50 X 0 0 0 MICHAEL JASAITIS DIRECTOR 1.50 X 0 0 0 MEREDITH MOHLKE DIRECTOR 1.50 X 0 0 0 KIM FRYE-OLESKER FORMER PRESIDENT 50.00 X X 88056 0 0 CHRIS WHITE DIRECTOR 1.50 X 0 0 0 MICHAEL WHEATON DIRECTOR 1.50 X 0 0 0 KEN TURNER TREASURER 4.00 X X 0 0 0 MARISA SMOLJAN SECRETARY 4.00 X X 0 0 0 PHILIP TAILLON DIRECTOR 1.50 X 0 0 0 EVELYN MORRISON DIRECTOR 1.50 X 0 0 0 MATT SALTANOVITZ DIRECTOR 1.50 X 0 0 0 ADAM ODOHERTY PRESIDENT 50.00 X 0 0 0 88056 0 0 0 0 0 0 0 2189298 2829341 5000 5018639 AMERICORP SITE REVENUE 900099 65974 65974 65974 -214028 -214028 18329 16751 1578 1578 OTHER INCOME 900099 10770 10770 10770 4882933 65974 0 -201680 2488957 2488957 88056 73338 9567 5151 1126030 937820 122336 65874 81455 66486 9730 5239 5550 4165 1078 307 127943 96010 24852 7081 197848 148468 38431 10949 142653 79465 7949 55239 96399 83315 8804 4280 73490 60791 8274 4425 26996 24892 1013 1091 16135 9373 5054 1708 24068 20045 2615 1408 7424 6401 665 358 BOARD DESIGNATED EXPENS 116138 10424 105579 135 DUES 67742 2885 64572 285 MEMBER COSTS 51660 51660 MISC EXPENSE 33006 23126 8256 1624 -77362 -62013 756 -16105 4694188 4125608 419531 149049 1609359 3637879 192309 462316 599627 92336 1469 2401 1195899 587444 484926 608455 429105 429958 949948 1194371 4266743 6427716 401304 176639 303400 167453 704704 344092 X 2726528 5748235 835511 335389 3562039 6083624 4266743 6427716 X 188745 2332840 X 0 1 X 1 0 X 1423978 1664080 2653607 2279034 5018639 13039338 1423978 1664080 2653607 2279034 5018639 13039338 13039338 11026 -15714 7433 31172 -214028 -180111 502 336 204 190632 10770 202444 13061671 252078 0.99830 0.97670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 949948 460996 -158570 41190 16813 1194371 725165 274979 39203 10993 949948 786811 -12694 39345 9607 725165 814652 21764 39489 10116 786811 780709 83656 39105 10608 814652 1.00000 1 0 332003 332003 807839 553589 254250 56057 33855 22202 608455 FIFTH THIRD BANK INVESTMENT 429958 F 429958 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 1194371 1194371 X 4948576 48892 16751 65643 4882933 0 4882933 4759831 48892 16751 65643 4694188 0 4694188 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 16,751. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 16,751. GOLF OUTING 2500 2500 10588 BUNKO 15829 15829 6163 2 18329 18329 16751 16751 1578 0 BOYS & GIRLS CLUBS OF PORTER COUNTY 354 JEFFERSON ST VALPARAISO IN 46383 351724072 501(C)(3) 5833 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) 26500 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) 166346 0 PATIENT NAVIGATOR HILLTOP NEIGHBORHOOD HOUSE 460 S COLLEGE AVE VALPARAISO IN 46383 351971819 501(C)(3) 65250 0 HEALTHY MEALS PROGRAM, AND KINDERGARTEN READINESS HOUSING OPPORTUNITIES 2001 CALUMET AVENUE VALPARAISO IN 46383 351965214 501(C)(3) 96000 0 EMERGENCY HOUSING PROGRAM MENTAL HEALTH AMERICA OF PC 402 INDIANA AVE VALPARAISO IN 46383 351855589 501(C)(3) 30000 0 BRIDGING THE GAP AND OPEN DOOR SOCIAL CLUB NWI COMMUNITY ACTION 5240 FOUNTAIN DR CROWN POINT IN 46307 260644596 501(C)(3) 27808 0 LEVEL UP NAVIGATOR OPPORTUNITY ENTERPRISES 2801 EVANS AVE VALPARAISO IN 46383 351136833 501(C)(3) 72000 0 NURSING/MEDICAL ACCESS & ADVOC FOR INDIV W/DISABILITIES PORTER COUNTY AGING & COMMUNITY 1005 CAMPBELL ST VALPARAISO IN 46385 351296781 501(C)(3) 130000 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) 30000 0 RECOVERY CONNECTION PROGRAM PORTER-STARKE SERVICES 601 WALL ST VALPARAISO IN 46383 351330771 501(C)(3) 24000 0 WELLNESS MENU ST AGNES ADULT DAY SERVICE CENTER 1859 HARRISON BLVD VALPARAISO IN 46385 352016060 501(C)(3) 15000 0 SCHOLARSHIP PROGRAM THE CARING PLACE INC 607 BULLSEYE LAKE ROAD VALPARAISO IN 46383 310944075 501(C)(3) 88000 0 VIOLENCE PROGRAM, EMERGENCY FINANCIAL ASSISTANCE PROGRAM AND COMMUNITY THE SALVATION ARMY OF PC 799 CAPITOL ROAD VALPARAISO IN 46385 135561351 501(C)(3) 30200 0 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) 77600 0 HOME AND HOSPICE CARE, AND THE VNA PHOENIX CENTER CATHOLIC CHARITIES 940 BROADWAY GARY IN 46402 351122204 501(C)(3) 357023 0 HOMELESSNESS PREVENTION COMM CHRISTIAN REFORMED CHURCH OF ROSELAWN INC 10498 N 450 E DEMOTTE IN 46310 351752273 501(C)(3) 12000 0 PRESCHOOL PROGRAM FOOD BANK OF NORTHWEST INDIANA 6490 BROADWAY MERRILLVILLE IN 46410 351528285 501(C)(3) 322023 0 MOBILE PANTRY GEMINUS 8400 LOUISIANA ST MERRILLVILLE IN 46410 351859562 501(C)(3) 40000 0 CHILD CARE NAVIGATOR - LEVEL UP MEALS ON WHEELS OF NORTHWEST INDIANA INC 8446 VIRGINIA STREET MERRILLVILLE IN 46410 311168281 501(C)(3) 166383 0 MEAL DISTRIBUTION SERVICES - EXPANDED PANDEMIC NEED NWI REINVESTMENT ALLIANCE 5209 HOHMAN AVE SUITE 123 HAMMOND IN 46320 331166773 501(C)(3) 13750 0 LEVEL UP NAVIGATOR NEWTON COUNTY COMMUNITY SERVICES INC 108 E STATE ST MOROCCO IN 47963 351368530 501(C)(3) 15000 0 SENIOR SUPPORT PARENTS AS TEACHERS OF PORTER COUNTY 100 W BEAM STREET CHESTERTON IN 43604 300225120 501(C)(3) 15000 0 KINDERGARTEN READINESS PROGRAM PORTAGE TOWNSHIP YMCA 3100 WILLOWCREEK RD PORTAGE IN 46368 351404478 501(C)(3) 79000 0 ACTIVE LEARNING PRE-K ACADEMY THE SALVATION ARMY OF LAKE COUNTY 5550 PRAIRIE STONE PARKWAY HOFFMAN ESTATES IL 60192 362167910 501(C)(3) 282023 0 EMERGENCY FINANCIAL ASSISTANCE TRADEWINDS SERVICES INC 3198 EAST 83RD PLACE MERRILLVILLE IN 46410 351139485 501(C)(3) 126000 0 KINDERGARTEN READINESS PROGRAM VALPARAISO COMMUNITY SCHOOLS 3801 CAMPBELL STREET VALPARAISO IN 46385 237372755 501(C)(3) 50000 0 BACKPACKS FOOD PROGRAM MENTAL HEALTH AMERICA OF LAKE COUNTY INC 5311 HOHMAN AVE HAMMOND IN 46320 351014213 501(C)(3) 60218 0 MENTAL HEALTH SUPPORT 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. FORM 990, PART XI, LINE 9: LAKE AREA UNITED WAY, INC. 2,332,840.