2022-03-11T17:30:01-06:00 2021-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2020-07-01 350996148 UNITED WAY OF DELAWARE COUNTY INC INDIANA INC UNIT 7652885586 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 JENNIFER MARSH PRESIDENT AND CEO 7652885586 2022-03-05 1 JENNIFER MARSH 999009999 JOHN D MARTIN CPA P00321694 7652843384 2022-03-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENNIFER MARSH 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 1739337 0 X WWW.INVITEDTOLIVEUNITED.ORG X 1925 IN SEE ATTACHED SCHEDULE O 12 12 8 389 0 0 2972427 1246427 11730 6618 79919 75389 16526 380081 3080602 1708515 948581 1973413 0 0 446603 475072 0 0 210961 465270 383681 1860454 2832166 1220148 -1123651 4965855 4203102 1105988 1218983 3859867 2984119 WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. 0 0 2426113 1973413 6618 WITH A GOAL TO END GENERATIONAL POVERTY, UNITED WAY (UW) UNITES DONORS, VOLUNTEERS AND ADVOCATES TO FIGHT FOR THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF EVERY PERSON IN EVERY COMMUNITY. ACROSS DELAWARE, HENRY, AND RANDOLPH COUNTIES, NEARLY HALF OF ALL HOUSEHOLDS STRUGGLE. MANY HOUSEHOLDS ARE WORKING YET LIVING ONE CRISIS AWAY FROM SLIDING INTO POVERTY. THROUGH COMMUNITY INVESTMENTS, AS WELL AS DIRECT SERVICE PROGRAMS, UW POSITIVELY IMPACTS THE QUALITY OF LIFE FOR ALL WHO RESIDE IN THE COMMUNITIES. POSITIONED TO ASSESS THE WHOLE COMMUNITY, UW IDENTIFIES GAPS IN SERVICES AND ALIGNS EFFORTS WITH PROVEN PROGRAMS AND PARTNERS TO ADDRESS THOSE GAPS. BY TAKING THIS BROAD VIEW, UW NOT ONLY MEETS IMMEDIATE NEEDS, BUT ALSO ATTACKS ROOT CAUSES TO PREVENT FUTURE PROBLEMS. 2426113 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 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 8 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X JENNIFER MARSH 7652885586 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 TONY HARVEY CHAIR 1.00 X X 0 0 0 BETTIE CALDWELL TREASURER 1.00 X X 0 0 0 KEVIN WOEHLER PAST CHAIR 1.00 X X 0 0 0 MATTHEW KELSEY INCOMING CHAIR 1.00 X X 0 0 0 DOROTHY DOUGLASS DIRECTOR 1.00 X 0 0 0 STEVE MOORE DIRECTOR 1.00 X 0 0 0 BRIAN SCOTT DIRECTOR 1.00 X 0 0 0 DR SUSANA RIVERA-MILLS DIRECTOR 1.00 X 0 0 0 JENNIFER MARSH EXECUTIVE DIRECTOR 40.00 X 100727 0 0 100727 0 0 1 0 0 0 0 1246427 16102 1246427 SERVICE FEES 561000 6618 6618 6618 38080 38080 60479 22344 826 38135 -826 37309 37309 12887 7652 5235 5235 CHANGE IN BENEFICIAL INTEREST AT 900099 165284 165284 EMPLOYEE RETENTION CREDITS 900099 132311 132311 PAYCHECK PROTECTION PROGRAM LOAN 900099 74100 74100 3151 3151 374846 1708515 6618 0 455470 1973413 1973413 115269 64112 15654 35503 275240 153094 37372 84774 16065 8444 2352 5269 39672 23734 4912 11026 28826 15947 3964 8915 47565 47565 13746 13746 44891 13259 23677 7955 29622 14299 4174 11149 45071 24450 6444 14177 1704 913 243 548 34856 18672 4981 11203 965 517 138 310 13235 10659 793 1783 25417 25417 3064 1641 438 985 6873 3682 982 2209 GRANT EXPENSE 57800 57800 CAMPAIGN EVENTS & PROG 40662 30551 10111 DUES AND SUBSCRIPTIONS 12627 6765 1804 4058 MISCELLANEOUS 5583 4161 436 986 2832166 2426113 195092 210961 2538637 1197913 272395 274490 540170 513181 8186 176087 18466 20581 59315 47724 12990 11591 489404 607410 577800 752694 507807 649155 4965855 4203102 110289 367235 921599 851748 74100 1105988 1218983 X 1923915 2092947 1935952 891172 3859867 2984119 4965855 4203102 X -1123651 247902 1 X X 0 1 X 1 0 X 1497563 1484826 1478068 2972427 1246428 8679312 1497563 1484826 1478068 2972427 1246428 8679312 1058575 7620737 53000 28514 33265 34852 38080 187711 43296 50422 14478 8286 374846 491328 9358351 107957 0.81430 0.85450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 571801 166546 30215 708132 584516 8286 21001 571801 596911 100 14226 26721 584516 576560 200 50126 29975 596911 533893 100 62431 19864 576560 0.92062 0.07939 1 0 59315 47724 11591 11591 COMMUNITY FOUNDATION STABILIZATION FUND 752694 F 752694 BENEFICIAL INTEREST IN ASSETS HELD 649155 649155 1848604 247902 16350 7753 272005 1576599 13746 118170 131916 1708515 2724353 16350 7753 24103 2700250 13746 118170 131916 2832166 PART V, LINE 4: UNITED WAY OF DELAWARE COUNTY COMPLIES WITH FINANCIAL STATEMENT REPORTING REQUIREMENTS AND RECOGNIZES ITS RIGHT TO ASSETS HELD BY A RECIPIENT ORGANIZATION AS A BENEFICIAL INTEREST. ASSETS ARE MAINTAINED, ON BEHALF OF THE UNITED WAY OF DELAWARE COUNTY, BY A COMMUNITY FOUNDATION. FUNDS WITH THE FOUNDATION ARE GOVERNED BY A DESIGNATED ENDOWMENT AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, THE UNITED WAY OF DELAWARE COUNTY IS SPECIFIED AS THE BENEFICIARY OF EARNINGS AS DETERMINED BY THE FOUNDATION'S DISTRIBUTION POLICY. THE FOUNDATION HAS RETAINED VARIANCE AUTHORITY OVER THE FUNDS. DISTRIBUTIONS FROM THE FUNDS ARE UNRESTRICTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICATON 7,753. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGINATED CONTRIBUTIONS 118,170. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICATION 7,753. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGINATED DISTRIBUTIONS 118,170. DONOR DESIGNATED DISTRIBUTIONS THE RETURN INCLUDES DESIGNATED FUNDS AS CONTRIBUTIONS TO THE ORGANIZATION IN ORDER TO BE IN COMPLIANCE WITH THE UNITED WAY OF AMERICA "IMPLEMENTATION REQUIREMENTS FOR MEMBERSHIP STANDARD A, TAX EXEMPT STATUS & IRS FORM 990 REPORTING REQUIREMENTS". THE REPORTING OF DONOR DESIGNATED OR AGENCY TRANSACTIONS AS REVENUE AND EXPENSES ARE PROHIBITED BY GAAP FOR AUDITED FINANCIAL STATEMENTS. THE UNITED WAY OF AMERICA "IMPLEMENTATION REQUIREMENTS FOR MEMBERSHIP STANDARD A, TAX EXEMPT STATUS AND IRS FORM REPORTING REQUIREMENTS" REQUIRES DESIGNATED OR AGENCY TRANSACTIONS TO BE INCLUDED AS FORM 990 REVENUE AND EXPENSE TO REFLECT THE TRANSPARENCY OF THE TRANSACTIONS WITHIN THE ORGANIZATION. CAMPAIGN EVENTS 12382 12382 5940 1469 MISCELLANEOUS 505 505 243 0 12887 12887 5940 1712 7652 5235 1 A BETTER WAY 806 W JACKSON STREET MUNCIE IN 47308 350868081 501(C)(3) 65493 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT ALPHA CENTER 315 S MONROE STREET MUNCIE IN 47305 351417901 501(C)(3) 17543 FUNDING ALLOCATION AND DESIGNATED FUNDING BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVENUE MUNCIE IN 47304 356024566 501(C)(3) 32054 FUNDING ALLOCATION AND DESIGNATED FUNDING BRIDGES COMMUNITY SERVICES 318 W EIGHT STREET MUNCIE IN 47308 351956251 501(C)(3) 78964 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT CANCER SERVICES FOR RANDOLPH COUNTY 133 N MERIDIAN ST WINCHESTER IN 47394 261580141 501(C)(3) 5000 COVID 19 EMERGENCY GRANT CANCER SERVICES OF EAST CENTRAL INDIANA 401 W JACKSON STREET MUNCIE IN 47308 350988703 501(C)(3) 24360 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT CENTRAL INDIANA COMMUNITY FOUNDATION 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 351793680 501(C)(3) 10000 COVID 19 EMERGENCY GRANT CHILDRENS BUREAU 1575 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46202 351061264 501(C)(3) 23500 COVID 19 EMERGENCY GRANT CHRISTIAN MINISTRIES OF DELAWARE COUNTY INC PO BOX 1088 MUNCIE IN 47305 311179990 501(C)(3) 5000 FUNDING ALLOCATION AND DESIGNATED FUNDING COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY 201 E JACKSON ST STE 100 MUNCIE IN 47305 351640051 501(C)(3) 180000 COVID 19 EMERGENCY GRANT COMMUNITY HELP CENTER OF UNION CITY PO BOX 328 UNION CITY IN 47390 351690978 501(C)(3) 10000 FUNDING ALLOCATION AND DESIGNATED FUNDING CORNERSTONE CENTER FOR THE ARTS 520 E MAIN STR MUNCIE IN 47305 351804398 501(C)(3) 5000 COVID 19 EMERGENCY GRANT DELAWARE COUNTY CASA PROGRAM 3412 W KILGORE AVENUE MUNCIE IN 47304 351886373 501(C)(3) 22440 FUNDING ALLOCATION AND DESIGNATED FUNDING GOODWILL INDUSTRIES OF CENTRAL INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 501(C)(3) 13200 FUNDING ALLOCATION AND DESIGNATED FUNDING HEALTH AND HOSPITAL CORPORATION OF MARION COUNTY 3838 N RURAL STREET 8TH FLOOR INDIANAPOLIS IN 462052930 10350 FUNDING ALLOCATION AND DESIGNATED FUNDING HENRY COUNTY HEALTH DEPARTMENT 1201 RACE ST SUITE 208 NEW CASTLE IN 47362 27526 COVID 19 EMERGENCY GRANT HOME SAVERS OF DELAWARE COUNTY PO BOX 89 MUNCIE IN 47308 351923351 501(C)(3) 22776 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT HOPE INITIATIVE 1426 BROAD ST NEW CASTLE IN 47362 270663407 501(C)(3) 105000 COVID 19 EMERGENCY GRANT HUFFER MEMORIAL CHILDREN'S CENTER 2000 N ELGIN STREET MUNCIE IN 47308 351275252 501(C)(3) 156121 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT HUMANE SOCIETY FOR HENRY COUNTY 11 MIDWAY DRIVE NEW CASTLE IN 47362 237070762 501(C)(3) 5000 COVID 19 EMERGENCY GRANT INSIDE OUT COMMUNITY DEVELOPMENT 300 N MADISON ST MUNCIE IN 47305 450713446 501(C)(3) 32980 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT IVY TECH FOUNDATION 50 W FALL CREEK PARKWAY NORTH DR INDIANAPOLIS IN 46208 237073977 501(C)(3) 20000 COVID 19 EMERGENCY GRANT JACKSON LIFE SERVICES 1103 N MACEDONIA AVE MUNCIE IN 47303 824915815 501(C)(3) 5000 COVID 19 EMERGENCY GRANT JAY-RANDOLPH DEVELOPMENTAL SERVICES 901 E WATER ST PORTLAND IN 47371 351391724 501(C)(3) 7500 COVID 19 EMERGENCY GRANT LIFESTREAM SERVICES PO BOX 308 YORKTOWN IN 47396 351356741 501(C)(3) 29613 FUNDING ALLOCATION AND DESIGNATED FUNDING MEALS ON WHEELS 2401 W UNIVERSITY AVENUE MUNCIE IN 47308 237160756 501(C)(3) 16950 FUNDING ALLOCATION AND DESIGNATED FUNDING MOTIVATE OUR MINDS INC PO BOX 384 MUNCIE IN 47308 351734264 501(C)(3) 13615 FUNDING ALLOCATION AND DESIGNATED FUNDING MUNCIE & DELAWARE COUNTY BY5 EARLY CHILDHOOD INITIATIVE INC PO BOX 807 MUNCIE IN 47305 352149845 501(C)(3) 15000 FUNDING ALLOCATION AND DESIGNATED FUNDING MUNCIE BOYS & GIRLS CLUB 1710 S MADISON STREET MUNCIE IN 47308 350869060 501(C)(3) 120967 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT MUNCIE MISSION MINISTRIES PO BOX 2349 MUNCIE IN 473070349 350869061 501(C)(3) 28500 COVID 19 EMERGENCY GRANT MUNCIE SPORTS COMMISSION 3700 S MADISON ST MUNCIE IN 47302 351885741 501(C)(3) 5000 COVID 19 EMERGENCY GRANT OPEN DOOR HEALTH SERVICES 3715 S MADISON STREET MUNCIE IN 47308 352018494 501(C)(3) 36478 FUNDING ALLOCATION AND DESIGNATED FUNDING PATHSTONE HOUSING CORP 420 S HIGH ST STE 101 MUNCIE IN 47305 160984913 501(C)(3) 62250 COVID 19 EMERGENCY GRANT PATHSTONE HOUSING CORP-DELAWARE COUNTY THRIVE 1917 W ROYAL DRIVE MUNCIE IN 47304 160984913 501(C)(3) 45350 FUNDING ALLOCATION AND DESIGNATED FUNDING PREVENT CHILD ABUSE OF DELAWARE COUNTY 5126 N MUNCIE PIKE NEW CASTLE IN 47362 351934897 501(C)(3) 5000 COVID 19 EMERGENCY GRANT PROJECT LEADERSHIP DELAWARE COUNTY 2500 N ELGIN STREET MUNCIE IN 47303 311117791 501(C)(3) 22666 FUNDING ALLOCATION AND DESIGNATED FUNDING RAINTREE HABITAT FOR HUMANITY PO BOX 6024 NEW CASTLE IN 47362 351825323 501(C)(3) 20000 COVID 19 EMERGENCY GRANT RANDOLPH COUNTY HEALTH DEPARTMENT 325 SOUTH OAK STREET SUITE 202 WINCHESTER IN 47394 356000191 5000 COVID 19 EMERGENCY GRANT RANDOLPH COUNTY VETERANS SHELTER INC DBA THE JOURNEY HOME 325 S OAK ST SUITE 101 WINCHESTER IN 47394 462943028 501(C)(3) 5000 FUNDING ALLOCATION AND DESIGNATED FUNDING SALVATION ARMY HENRY COUNTY 2500 WASHINGTON ST NEW CASTLE IN 47362 362167910 501(C)(3) 10000 COVID 19 EMERGENCY GRANT SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA 6621 OLD STATE ROAD 3 MUNCIE IN 47308 311111795 501(C)(3) 77480 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT UNITED DAYCARE CENTER 312 S VINE STREET MUNCIE IN 47308 350868143 501(C)(3) 80000 FUNDING ALLOCATION AND DESIGNATED FUNDING UNITED WAY OF MADISON COUNTY 205 W 11TH ST ANDERSON IN 46016 351052350 501(C)(3) 12516 FUNDING ALLOCATION VICTORY LANE CAMP INC 1912 BUNDY AVE NEW CASTLE IN 47362 455088581 501(C)(3) 12000 COVID 19 EMERGENCY GRANT WHITELY COMMUNITY COUNCIL PO BOX 665 MUNCIE IN 47308 351911000 501(C)(3) 7540 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT YMCA OF RANDOLPH COUNTY 1521 E WASHINGTON ST WINCHESTER IN 47394 311120460 501(C)(3) 50000 COVID 19 EMERGENCY GRANT YOUNG MENS CHRISTIAN ASSOCIATION 500 S MULBERRY STREET MUNCIE IN 47308 350868215 501(C)(3) 153772 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT YWCA 310 W CHARLES STREET MUNCIE IN 47305 350868225 501(C)(3) 6000 FUNDING ALLOCATION, DESIGNATED FUNDING, COVID 19 EMERGENCY GRANT 45 3 PART I, LINE 2: ANNUALLY, UNITED WAY OF DELAWARE, HENRY AND RANDOLPH COUNTIES' (UW) GRANTEES ARE REQUIRED TO SUBMIT A FULL REPORT INCLUDING MEASURABLE OUTCOMES AS WELL AS A FULL ACCOUNTING OF EXPENDITURES. FUNDED PARTNERS ARE ALSO REQUIRED TO PROVIDE QUARTERLY SUCCESS STORIES THAT ILLUSTRATE CLIENTS' SUCCESSES BECAUSE OF UW FUNDED PROGRAMS. COVID-19 GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A SIMPLE REPORT DETAILING THE WORK ACCOMPLISHED BECAUSE OF THE GRANT AND HOW MANY PEOPLE WERE SERVED. RECIPIENTS ARE ALSO REQUIRED TO SHARE A SUCCESS STORY MADE POSSIBLE BECAUSE OF THE GRANT. FORM 990, PART I, LINE 1, ORGANIZATION'S MISSION: WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. FORM 990, PART VI, SECTION A, LINE 6 UNITED WAY OF DELAWARE COUNTY, INC. BY-LAWS STATE THAT MEMBERSHIP SHALL CONSIST OF ONLY THE MEMBERSHIP OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING THE FINAL FORM 990. BOARD MEMBERS REVIEWED THE FORM 990 FOR ACCURACY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY ALL BOARD MEMBERS AND EMPLOYEES. BOARD MEMBERS ARE NOT ALLOWED TO VOTE ON ANY ISSUES IN WHICH THEY HAVE OR MAY APPEAR TO HAVE A CONFLICT OF INTEREST. EACH BOARD MEMBER DISCLOSES ANY OTHER BOARD POSITIONS HELD PRIOR TO VOTING. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND KEY EMPLOYEES' PERFORMANCE APPRAISALS ARE DETERMINED BY A SPECIAL COMMITTEE MADE UP OF BOARD MEMBERS. COMPENSATION IS BASED ON OVERALL JOB PERFORMANCE AND BENCHMARKS DETERMINED BY THE BOARD. PAY SCALES ARE BASED ON SIMILAR POSITIONS AND PERFORMANCE STANDARDS IN THE NOT-FOR-PROFIT SECTOR. THE EXECUTIVE DIRECTOR PERFORMS EMPLOYEE PERFORMANCE APPRAISALS FOR ALL OTHER EMPLOYEES OF THE ORGANIZATION. ALL PAY RAISES AND BENEFIT PACKAGES ARE APPROVED BY THE BOARD PRIOR TO IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAIABLE UPON REQUEST AND ALSO AT IRS.GOV AND GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING ADJUSTMENT 1. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS. FORM 990, PART V, LINES 7G AND 7H: THE ORGANIZATION HAD NO CONTRIBUTIONS OF INTELLECTUAL PROPERTY, CARS, BOATS, AIRPLANES, OR OTHER VEHICLES.