2022-10-12T09:26:08-05:00 2021-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2021-01-01 351132860 UNITED WAY OF BARTHOLOMEW COUNTY INC UNIT 8123763001 1531 13TH STREET 1100 COLUMBUS IN 472011302 MARK STEWART PRESIDENT 8123763001 2022-09-29 1 MARK STEWART 999009999 KANDY L WISCHMEIER CPA P00118327 8125228416 2022-09-29 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARK STEWART 1531 13TH STREET 1100 COLUMBUS IN 472011302 5182874 0 X WWW.UWBARTHCO.ORG X 1967 IN TO BE A CATALYST FOR LASTING POSITIVE CHANGE IN THE LIVES OF ALL PEOPLE WITHIN THE BARTHOLOMEW COUNTY COMMUNITY. 22 21 26 1208 0 0 5710264 5181333 0 0 3050 1541 0 0 5713314 5182874 4423195 3973105 0 0 778234 854565 0 0 318370 526114 496341 5727543 5324011 -14229 -141137 4893379 4862161 2330702 2432294 2562677 2429867 UNITED WAY OF BARTHOLOMEW COUNTY ENVISIONS A COMMUNITY WHERE ALL FAMILIES AND INDIVIDUALS ACHIEVE THEIR HUMAN POTENTIAL THROUGH EDUCATION, FINANCIAL STABILITY, AND HEALTHIER LIVES AND PERSONAL RELATIONSHIPS. 0 0 4735889 3973105 GRANTS AND SUPPORT TO CERTIFIED MEMBER SOCIAL SERVICE AGENCIES IN BARTHOLOMEW COUNTY. IN 2021, FUNDS WERE ALLOCATED TO 16 MEMBER AGENCIES IN BARTHOLOMEW COUNTY THAT SERVE THOUSANDS OF INDIVIDUALS. THESE AGENCIES ADDRESS A VARIETY OF ISSUES IN THE COMMUNITY, FOCUSING PRIMARILY ON EDUCATIONAL NEEDS, HEALTH NEEDS, AND FINANCIAL STABILITY FOR ALL RESIDENTS OF THE COMMUNITY. IN ADDITION TO GRANTING FUNDS TO MEMBER AGENCIES SO THAT THEY MAY CARRY OUT THEIR WORK, THE ORGANIZATION PROVIDES ORGANIZATIONAL SUPPORT AND ROUTINELY CONDUCTS NEEDS ASSESSMENTS IN THE COMMUNITY TO ENSURE THAT THE FUNDS ALLOCATED ARE TARGETED AT THE AREAS OF GREATEST NEED IN THE COMMUNITY. 4735889 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 8123763001 1531 13TH STREET 1100 COLUMBUS IN 472011302 MARK STEWART PRESIDENT 40.00 X X 142934 0 36735 DOUG OTTO EXECUTIVE DIRECTOR UWC 10.00 25.00 X X 22018 0 11018 BILL MAHONEY DIRECTOR 5.00 X 0 0 0 CATHY BUENING-GRIFFIN DIRECTOR 5.00 X 0 0 0 CHRIS PRICE DIRECTOR 5.00 X 0 0 0 CRUZ BAISA DIRECTOR 5.00 X 0 0 0 ELAINE WAGNER DIRECTOR 5.00 X 0 0 0 GINGER LIRETTE DIRECTOR 5.00 X 0 0 0 JANET PUTNEY DIRECTOR 5.00 X 0 0 0 KARL KISSINGER DIRECTOR 5.00 X 0 0 0 KATHY OREN DIRECTOR 5.00 X 0 0 0 KRUTHI PARTHASARATHI DIRECTOR 5.00 X 0 0 0 LAURA C WENZLER DIRECTOR 5.00 X 0 0 0 LISA PEIN DIRECTOR 5.00 X 0 0 0 LORRAINE SMITH DIRECTOR 5.00 X 0 0 0 MARTY LASURE DIRECTOR 5.00 X 0 0 0 ROBIN GILL DIRECTOR 5.00 X 0 0 0 SCOTT POLING DIRECTOR 5.00 X 0 0 0 SHIRLEY TRAPP DIRECTOR 5.00 X 0 0 0 STEVE FORSTER DIRECTOR 5.00 X 0 0 0 KIMBERLY D BENNETT CHAIR 5.00 5.00 X X 0 0 0 AIDA J RAMIREZ VICE CHAIR 5.00 X X 0 0 0 EDUARDO MARTINEZ SECRETARY/TREASURER 5.00 X X 0 0 0 164952 0 47753 1 0 1 0 0 331388 4849945 5181333 1541 1541 5182874 0 0 1541 3962376 3962376 10729 10729 201424 124091 21823 55510 506654 313117 51564 141973 95353 57699 13774 23880 51134 31631 5194 14309 18908 1874 17034 117903 39973 35751 42179 4523 956 462 3105 35055 12398 9910 12747 48364 10099 38265 2547 470 600 1477 11634 5872 2372 3390 10000 10000 10429 10429 PARTNER/INITIATIVE INVE 104162 104162 DUES AND SUBSCRIPTIONS 80628 14096 51915 14617 SCHOOL SUPPLY EXPENSE 33789 33789 MISCELLANEOUS 7582 1740 659 5183 10817 10817 5324011 4735889 269752 318370 2159368 2310181 88908 86911 2482942 2287424 18679 27804 79045 43361 40176 35684 103306 114157 4893379 4862161 80717 14106 2249985 2418188 2330702 2432294 X 137526 191166 2425151 2238701 2562677 2429867 4893379 4862161 -141137 8327 0 X X 0 1 X 1 0 X 3488404 4538955 4591398 5710264 5181333 23510354 3488404 4538955 4591398 5710264 5181333 23510354 5306934 18203420 2701 2177 6902 3234 1541 16555 690 490 1180 23528089 0.77370 0.74150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9400 9400 69645 43361 26284 35684 DESIGNATIONS PAYABLE 2331277 ASSETS HELD FOR OTHERS 86911 2418188 X PART X, LINE 2: THE UNITED WAY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISTICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. 1 FOUNDATION FOR YOUTH 501(C)(3) 335000 0 PROGRAM OPERATING COST HUMAN SERVICES INC 501(C)(3) 247000 0 PROGRAM OPERATING COST TURNING POINT 501(C)(3) 242500 0 PROGRAM OPERATING COST CHILDREN INC 501(C)(3) 190000 0 PROGRAM OPERATING COST FAMILY SERVICES 501(C)(3) 178000 0 COVID RELIEF GRANT SANS SOUCI 501(C)(3) 152000 0 PROGRAM OPERATING COST ADVOCATES FOR CHILDREN 501(C)(3) 138000 0 PROGRAM OPERATING COST LINCOLN CENTRAL NEIGHBORHOOD CENTER 501(C)(3) 121000 0 PROGRAM OPERATING COST UNITED WAY TAR RIVER REGION 560611545 501(C)(3) 115098 0 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF CENTRAL INDIANA INC 351007590 501(C)(3) 84782 0 DONOR DESIGNATED FOR GENERAL SUPPORT COMMUNITY CENTER OF HOPE 501(C)(3) 72500 0 PROGRAM OPERATING COST MILL RACE CENTER INC (FORMERLY RETIREMENT FOUNDATION) 501(C)(3) 70000 0 PROGRAM OPERATING COST GREATER TWIN CITIES UNITED WAY 411973442 501(C)(3) 65408 0 DONOR DESIGNATED FOR GENERAL SUPPORT SU CASA 501(C)(3) 62000 0 PROGRAM OPERATING COST FAMILY SCHOOL PARTNERS 501(C)(3) 55000 0 PROGRAM OPERATING COST UNITED WAY OF JOHNSON COUNTY INC 351082600 501(C)(3) 50876 0 DONOR DESIGNATED FOR GENERAL SUPPORT JACKSON COUNTY UNITED WAY INC 351068832 501(C)(3) 46544 0 DONOR DESIGNATED FOR GENERAL SUPPORT ECUMENICAL ASSEMBLY OF BARTHOLOMEW COUNTY CHURCHES INC 356226589 501(C)(3) 43695 0 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF METROPOLITAN NASHVILLE 620533104 501(C)(3) 35653 0 DONOR DESIGNATED FOR GENERAL SUPPORT TRIDENT UNITED WAY 570314378 501(C)(3) 35081 0 DONOR DESIGNATED FOR GENERAL SUPPORT OUR HOSPICE OF SOUTH CENTRAL INDIANA INC 351479425 501(C)(3) 23021 0 DONOR DESIGNATED FOR GENERAL SUPPORT BARTHOLOMEW COUNTY HUMANE SOCIETY 237282731 501(C)(3) 22175 0 DONOR DESIGNATED FOR GENERAL SUPPORT CLARITY OF SOUTH CENTRAL INDIANA INC 351691347 501(C)(3) 21256 0 DONOR DESIGNATED FOR GENERAL SUPPORT JUST FRIENDS 501(C)(3) 21000 0 COVID RELIEF GRANT JENNINGS COUNTY UNITED WAY INC 237215407 501(C)(3) 18132 0 DONOR DESIGNATED FOR GENERAL SUPPORT ST PETERS LUTHERAN CHURCH FOUNDATION 356072500 501(C)(3) 16839 0 DONOR DESIGNATED FOR GENERAL SUPPORT BOY SCOUTS OF AMERICA HOOSIER TRAILS 351290776 501(C)(3) 14872 0 DONOR DESIGNATED FOR GENERAL SUPPORT AMERICAN CANCER SOCIETY 131788491 501(C)(3) 14518 0 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF THE BATTLE CREEK & KALAMAZOO REGION 381359193 501(C)(3) 14507 0 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF DANE COUNTY - 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PRIOR TO FILING THE 990, THE ENTIRE RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS AND FINANCE COMMITTEE MEMBERS WHO ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND NOTIFY THE ORGANIZATION IMMEDIATELY OF ANY CHANGES IN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE MEMBERS. AN ANNUAL REVIEW IS PERFORMED PRIOR TO THEM VOTING ON COMPENSATION. OTHER EMPLOYEES ALSO UNDERGO ANNUAL REVIEWS WITH THE PRESIDENT OF THE ORGANIZATION AND THE PRESIDENT THEN DETERMINES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES OVERSIGHT RESPONSIBILITIES REGARDING THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNITED WAY CENTER OF BARTHOLOMEW COUNTY INC 1531 13TH ST COLUMBUS IN 47201 264407840 OWN, MANAGE, AND MAINTAIN UNITED WAY CENTER TO BENEFIT THE ORGANIZATION IN 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0