UNITED WAY OF MARSHALL COUNTY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARSHALL COUNTY INC (EIN 23-7220922)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-28
- IRS object ID
- 202221189349302007
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T14:52:32-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237220922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARSHALL COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5749363366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 392 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA YODER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5749363366 | PhoneNum |
| Signature | 2022-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | YODER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2022-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 392 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $507,637 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARSHALLCOUNTYUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF MARSHALL COUNTY, INC. SERVES AS A LINK BETWEEN DONORS AND THE COMMUNITY OF MARSHALL COUNTY, INDIANA THROUGH WHICH INDIVIDUALS AND ORGANIZATIONS MAY SHARE THEIR RESOURCES IN ORDER TO ENHANCE THE QUALITY OF LIFE. UNITED WAY IS LOCALLY OWNED AND LOCALLY GOVERNED AND IS SUPPORTED PRIMARILY THROUGH DONOR CONTRIBUTIONS AND FUNDRAISING ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,152,134 | PYContributionsGrantsAmt |
| CY Contributions Grants | $433,182 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $701 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $368 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,197 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,958 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,410 | PYOtherRevenueAmt |
| CY Other Revenue | $1,358 | CYOtherRevenueAmt |
| PY Total Revenue | $1,167,442 | PYTotalRevenueAmt |
| CY Total Revenue | $454,866 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $528,819 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $387,184 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $92,313 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,724 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $46,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $123,672 | PYOtherExpensesAmt |
| CY Other Expenses | $87,772 | CYOtherExpensesAmt |
| PY Total Expenses | $744,804 | PYTotalExpensesAmt |
| CY Total Expenses | $561,680 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $422,638 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$106,814 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,106,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,862 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $288,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $215,478 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $817,868 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $758,384 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF MARSHALL COUNTY COMMUNITIES TO ADVANCE THE COMMON GOOD, HELPING FAMILIES AND INDIVIDUALS ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY AND HEALTHY LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $119,108 | ExpenseAmt |
| Grant | $64,263 | GrantAmt |
| Desc | THE UNITED WAY OF MARSHALL COUNTY, INC. CONDUCTS COUNTY-WIDE FUNDRAISING EFFORTS ANNUALLY TO SUPPORT OTHER LOCAL AGENCIES AND SERVICE PROVIDERS THAT ADDRESS HEALTH AND HUMAN SERVICES NEEDS IN MARSHALL COUNTY, INDIANA. THE ORGANIZATION IS DEDICATED TO PROVIDING FUNDS FOR CHARITABLE, EDUCATIONAL, AND PHILANTHROPIC PURPOSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $291,756 | ExpenseAmt |
| Grant | $291,756 | GrantAmt |
| Desc | THE UNITED WAY OF MARSHALL COUNTY, INC. RECEIVED GRANTS AND DONATIONS IN RESPONSE TO AN OVERWHELMING NEED FOR DISASTER RELIEF. THE UNITED WAY OF MARSHALL COUNTY, INC. ADMINISTERED GRANTS AND DONATIONS TO THE COMMUNITY TO ASSIST IN RECOVERING FROM THE ECONOMIC DEVASTATION OF MEASURES TO CONTROL THE SPREAD OF COVID-19 DURING A GLOBAL PANDEMIC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,500 | ExpenseAmt |
| Grant | $13,500 | GrantAmt |
| Desc | UNITED WAY OF MARSHALL COUNTY FORMED THE MARSHALL COUNTY EARLY CHILDHOOD COALITION AND RECEIVED CAPACITY-BUILDING GRANTS TO SUPPORT SEVEN CHILDCARE PROVIDERS INCLUDING PUBLIC SCHOOLS, CENTERS, AND HOME-BASED PROGRAMS IN PROVIDING MORE SEATS FOR HIGH QUALITY PRESCHOOL THROUGH THE ON MY WAY PRE-K PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,718 | ExpenseAmt |
| Grant | $18,718 | GrantAmt |
| Desc | THE UNITED WAY OF MARSHALL COUNTY RECEIVED A GRANT TO ADVANCE EFFORTS AND FURTHER DEVELOP STRATEGIC PARTNERSHIPS AND COLLABORATIONS ON KEY ISSUES IN EDUCATION TO SUPPORT LIFELONG LEARNING AND IMPACT ON SUCCESSFUL FAMILIES, AND HEALTHY COMMUNITIES, IN INCOME THAT WILL HELP LOCAL FAMILIES INCREASE AVAILABLE INCOME ; AND IN HEALTH THAT WILL IMPROVE EDUCATION AND ACCESS TO INFORMATION AND SERVICES RELATED TO NUTRITION AND WELLNESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $18,718 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $18,718 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $443,082 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA YODER | PersonNm |
| Phone | 5749363366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 392 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46563 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH SMITH | ||||||
| PRESIDENT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RODNEY JACOBS | ||||||
| VICE PRESIDE | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRACY FOX | ||||||
| SECRETARY | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHELSEA SMITH | ||||||
| TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY HOUIN | ||||||
| PAST PRESIDE | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AUSTIN DAVIS | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| GINNY MUNROE | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| CHAD HUTSELL | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| KEVIN BOYER | ||||||
| MCCF APPOINT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LORETTA SCHMIDT | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA YODER | ||||||
| EXECUTIVE DI | 15.00 | Yes (X) | $34,872 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $34,872 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $433,182 | AllOtherContributionsAmt |
| Total Contributions | $433,182 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Total Revenue Column | $368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $368 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $368 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,131 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,598 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,771 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,827 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,827 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,827 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $900 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900 | TotalRevenueColumnAmt |
| Exclusion | $900 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $458 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $458 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,784 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $900 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,184 | TotalAmt |
| Program Services | $387,184 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,872 | TotalAmt |
| Program Services | $13,949 | ProgramServicesAmt |
| Management And General | $6,974 | ManagementAndGeneralAmt |
| Fundraising | $13,949 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,780 | TotalAmt |
| Program Services | $12,886 | ProgramServicesAmt |
| Management And General | $24,939 | ManagementAndGeneralAmt |
| Fundraising | $11,955 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,072 | TotalAmt |
| Program Services | $657 | ProgramServicesAmt |
| Management And General | $781 | ManagementAndGeneralAmt |
| Fundraising | $634 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,986 | TotalAmt |
| Management And General | $4,986 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,390 | TotalAmt |
| Management And General | $9,390 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,387 | TotalAmt |
| Management And General | $5,387 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446 | TotalAmt |
| Program Services | $126 | ProgramServicesAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,235 | TotalAmt |
| Program Services | $1,660 | ProgramServicesAmt |
| Management And General | $1,973 | ManagementAndGeneralAmt |
| Fundraising | $1,602 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319 | TotalAmt |
| Program Services | $418 | ProgramServicesAmt |
| Management And General | $497 | ManagementAndGeneralAmt |
| Fundraising | $404 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377 | TotalAmt |
| Program Services | $437 | ProgramServicesAmt |
| Management And General | $519 | ManagementAndGeneralAmt |
| Fundraising | $421 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,615 | TotalAmt |
| Program Services | $3,615 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384 | TotalAmt |
| Program Services | $122 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $118 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,579 | TotalAmt |
| Program Services | $1,135 | ProgramServicesAmt |
| Management And General | $1,349 | ManagementAndGeneralAmt |
| Fundraising | $1,095 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $18,801 | $5,960 | $7,088 | $5,753 |
| CAMPAIGN EXPENSE | $15,150 | $349 | $4,145 | $10,656 |
| PROV.FOR UNCOLL. PLEDGES | $14,584 | $14,584 | ||
| MISCELLANEOUS | $3,302 | $3,302 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217 | TotalAmt |
| Management And General | $217 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,680 | TotalAmt |
| Program Services | $443,082 | ProgramServicesAmt |
| Management And General | $71,891 | ManagementAndGeneralAmt |
| Fundraising | $46,707 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,566 | BOYAmt |
| EOY | $584,946 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,969 | BOYAmt |
| EOY | $59,296 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $408 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,685 | BOYAmt |
| EOY | $6,247 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,129 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,129 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,643 | BOYAmt |
| EOY | $322,965 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,247 | BOYAmt |
| EOY | $973,862 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,703 | BOYAmt |
| EOY | $13,349 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,676 | BOYAmt |
| EOY | $202,129 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,379 | BOYAmt |
| EOY | $215,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,145 | BOYAmt |
| EOY | $244,791 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $829,013 | BOYAmt |
| EOY | $513,593 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,868 | BOYAmt |
| EOY | $758,384 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,247 | BOYAmt |
| EOY | $973,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$106,814 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $47,329 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $1 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $462,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,152,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $434,082 | CurrentTaxYearAmt |
| Total | $3,009,587 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $462,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $580,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,152,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $434,082 | CurrentTaxYearAmt |
| Total | $3,009,587 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $243,486 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,766,101 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,306 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $900 | CurrentTaxYearAmt |
| Total | $44,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,053,975 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,180 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 44,388 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,007 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $49,402 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,149 | GrantsOrScholarshipsAmt |
| End Year Balance | $240,260 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $228,149 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,135 | GrantsOrScholarshipsAmt |
| End Year Balance | $209,007 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,929 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,762 | GrantsOrScholarshipsAmt |
| End Year Balance | $228,149 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $231,595 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,923 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,489 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,189 | OtherExpendituresAmt |
| Administrative Expenses | $1,911 | AdministrativeExpensesAmt |
| End Year Balance | $233,929 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,130 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,981 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,096 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,105 | OtherExpendituresAmt |
| Administrative Expenses | $2,315 | AdministrativeExpensesAmt |
| End Year Balance | $231,595 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,129 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG-TERM DESIGNATIONS PAYABLE | $164,526 |
| DESIGNATIONS PAYABLE | $37,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $202,129 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $438,344 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $47,329 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $8,083 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $55,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $382,932 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,986 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $66,948 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $71,934 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $454,866 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $497,828 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $8,082 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $8,082 | ExpensesNotReportedAmt |
| Expenses Subtotal | $489,746 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,986 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $66,948 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $71,934 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $561,680 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PURPOSE OF THE FUND IS TO PROVIDE SUPPORT TO THE UNITED WAY OF MARSHALL COUNTY AS DIRECTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION. SUCH SUPPORT SHALL BE USED TO FURTHER THE CHARITABLE OR OTHER EXEMPT PURPOSES OF THE DESIGNATED AGENCY AND SHALL BE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE ORGANIZATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2017, 2018, AND 2019 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | AGENCY INVESTMENT INCOME 0 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DONOR DESIGNATIONS 66,948 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DONOR DESIGNATIONS 66,948 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BLESSINGS IN A BACKPACK | ||||||||
| 4121 SHELBYVILLE RD | LOUISVILLE | KY | 40207 | 261964620 | 501C3 | $10,500 | DISASTER RELIEF | |
| BOYS AND GIRLS CLUB OF MARSHALL | ||||||||
| 314 E JEFFERSON ST | PLYMOUTH | IN | 46563 | 351955489 | 501C3 | $17,500 | YOUTH SERVICES | COUNTY |
| LINK TO HOPE | ||||||||
| PO BOX 221 | PLYMOUTH | IN | 46563 | 300271171 | 501C3 | $60,500 | DISASTER RELIEF | |
| MC NEIGHBORHOOD CENTER GIFT OF | ||||||||
| BOX 353 402 W GARRO ST | PLYMOUTH | IN | 46563 | 351539175 | 501C3 | $65,000 | YOUTH SERVICES | WARMTH |
| PLYMOUTH COMMUNITY SCHOOL CORP | ||||||||
| 701 BERKLEY STREET | PLYMOUTH | IN | 46563 | 351101903 | GOV | $7,000 | KINDERGARTEN | |
| MAX'S PLAYHOUSE | ||||||||
| 18561 IN-10 | CULVER | IN | 46511 | $11,666 | EARLY LEARNING | |||
| SMALL WONDERS | ||||||||
| 1223 N CENTER ST | PLYMOUTH | IN | 46563 | $6,833 | EARLY LEARNING | |||
| CULVER COMMUNITY SCHOOL CORP | ||||||||
| 700 SCHOOL ST | CULVER | IN | 46511 | GOV | $15,616 | EARLY LEARNING | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNITED WAY OF MARSHALL COUNTY, INC. MONITORS THE USE OF GRANT FUNDS THROUGH THE COMMUNITY INVESTMENT PROCESS. AT THE END OF EACH YEAR, EACH FUNDED ORGANIZATION IS REQUIRED TO PROVIDE STATISTICAL INFORMATIONAL DATA REGARDING THE INDIVIDUALS SERVED AND THE PROGRAMS IMPLEMENTED PRIOR TO CONSIDERATION FOR CONTINUED FUNDING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF MARSHALL COUNTY COMMUNITIES TO ADVANCE THE COMMON GOOD, HELPING FAMILIES AND INDIVIDUALS ACHIEVE THEIR FULL POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY AND HEALTHY LIVES. |
| FORM 990 | THE ORGANIZATION SHARES EMPLOYEES WITH THE MARSHALL COUNTY COMMUNITY FOUND. |
| FORM 990, PAGE 2, PART III, LINE 4D | THE UNITED WAY OF MARSHALL COUNTY RECEIVED A GRANT TO ADVANCE EFFORTS AND FURTHER DEVELOP STRATEGIC PARTNERSHIPS AND COLLABORATIONS ON KEY ISSUES IN EDUCATION TO SUPPORT LIFELONG LEARNING AND IMPACT ON SUCCESSFUL FAMILIES, AND HEALTHY COMMUNITIES, IN INCOME THAT WILL HELP LOCAL FAMILIES INCREASE AVAILABLE INCOME ; AND IN HEALTH THAT WILL IMPROVE EDUCATION AND ACCESS TO INFORMATION AND SERVICES RELATED TO NUTRITION AND WELLNESS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION OBTAINS THE 990 FROM THE PAID TAX PREPARER. THE EXECUTIVE DIRECTOR REVIEWS THE 990. IF THE EXECUTIVE DIRECTOR HAS COMMENTS, SHE GIVES THEM TO THE TAX PREPARER. AFTER CONSIDERATION AND REVISION (IF NECESSARY), THE 990 IS SENT TO THE TREASURER, WHO IS ALSO THE HEAD OF THE FINANCE COMMITTEE. IF THE TREASURER HAS COMMENTS, THEY ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND WITH THE TAX PREPARER. AFTER THE EXECUTIVE DIRECTOR, TREASURER, AND TAX PREPARER FINALIZE A DRAFT OF THE 990, THE DRAFT IS SENT VIA E-MAIL OR VIA UNITED STATES POSTAL SERVICE FOR THOSE MEMBERS WHO DO NOT HAVE E-MAIL ACCOUNTS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. A MASTER LIST OF ALL CONFLICTS OF INTEREST PERTAINING TO THE BOARD OF DIRECTORS IS PROVIDED TO THE BOARD PRESIDENT ANNUALLY. THE EXECUTIVE DIRECTOR AND SYSTEMS & COMMUNICATIONS SPECIALIST ARE RESPONSIBLE FOR MONITORING THE PROCESS AND MAKING SURE ALL NECESSARY DOCUMENTS HAVE BEEN RETRIEVED AND PROVIDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. THE EXECUTIVE DIRECTOR IS EVALUATED ON GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR, AND ON OVERALL PERFORMANCE. THE BOARD OF DIRECTORS RECEIVES EVALUATION FORMS SO THAT EVERYONE CAN GIVE INPUT. THE EVALUATION FORMS ARE GATHERED BY THE SHARED SERVICES COMMITTEE. THE SHARED SERVICES COMMITTEE ANALYZES THE EVALUATIONS AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD THEN MEETS AND DISCUSSES THE RECOMMENDATION FOR THE COST OF LIVING INCREASE UNTIL COMPENSATION IS AGREED UPON. THE PRESIDENT THEN MEETS WITH THE EXECUTIVE DIRECTOR AND GOES OVER THE EVALUATION AND COMPENSATION SET BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA E-MAIL OR UNITED STATES POSTAL SERVICE. |
| FORM 990, PART XI, LINE 9 | AGENCY INVESTMENT INCOME 0 DONOR DESIGNATIONS -66,948 DONOR DESIGNATIONS 66,948 |
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