2021-05-17T09:05:27-05:00 2020-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2019-07-01 356006484 UNITED WAY OF PORTER COUNTY INC UNIT 2194643583 951 EASTPORT CENTER DR VALPARAISO IN 46383 KIM OLESKER PRESIDENT 2194643583 2021-05-06 1 SHAWN D DREIMAN CPA P00380913 3178413393 2021-05-06 2019 2022-09-23 18:48:47Z KIM OLESKER 951 EASTPORT CENTER DR VALPARAISO IN 46383 2667413 0 X UNITEDWAYPC.ORG X 1957 IN UNITED WAY OF PORTER COUNTY 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 26 26 49 4000 0 0 1664080 2653607 89614 65318 -15714 -54216 -7169 -26289 1730811 2638420 619300 586078 0 0 660092 686691 0 0 78331 712831 748116 1992223 2020885 -261412 617535 2853349 3652928 195432 377790 2657917 3275138 X UNITED WAY OF PORTER COUNTY LEADS, UNITES, AND INSPIRES OUR COMMUNITYTO IMPROVE LIVES. 0 0 195511 UNITED WAY RSVP OF NORTHWEST INDIANA IS A VOLUNTEER PROGRAM THAT PROMOTES VOLUNTEERISM FOR ADULTS 55 YEARS OF AGE AND OVER. THIS YEAR RSVP HAD MORE THAN 300 VOLUNTEERS THAT SERVED MORE THAN 29,000 RESIDENTS. PROGRAM SERVES LAKE, LAPORTE, PORTER AND STARKE COUNTIES. VOLUNTEERS ASSIST NONPROFITS BY DELIVERING MEALS AND HELPING AT FOOD PANTRIES, PROVIDING SENIOR AND FAMILY COMPANIONSHIP AT HOSPICE AND SENIOR CENTERS, AND TRANSPORTING SENIORS AND VETERANS TO MEDICAL APPOINTMENTS AND MORE. 365983 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. IN 2020, THE CENTER CONNECTED MORE THAN 1,880 VOLUNTEERS, INCLUDE CORPORATE AND GROUP ACTIVITIES, TO MORE THAN 300 NONPROFITS NEEDING VOLUNTEERS. 248633 65318 NORTHWEST INDIANA AMERICORPS PROGRAM HAS BEEN A UWPC PROGRAM SINCE 2007. THE PROGRAM PROVIDES CRITICAL SUPPORT SERVICES BY PROVIDING K-12 ACADEMIC TUTORS/MENTORS TO SCHOOLS AND VOLUNTEER RECRUITMENT MANAGEMENT PERSON FOR NONPROFITS. 2019-20 FY PROGRAM DEPLOYED 22 MEMBERS TO SERVE IN LAKE, PORTER, LAPORTE, AND MARSHALL COUNTIES. AMERICORPS MEMBERS PROVIDED TUTORING SERVICES TO 1,266 STUDENTS. 1016567 586078 UNITED WAY OF PORTER COUNTY ANNUALLY PROVIDES MORE THAN $2.3 MILLION IN COMMUNITY RESOURCES TO SUPPORT A NETWORK OF EDUCATION, HEALTH, DISASTER AND BASIC NEEDS SERVICES. THE UNITED WAY NETWORK IS MADE UP OF MORE THAN 200 NONPROFITS ACROSS NORTHWEST INDIANA. EMERGENCY & DISASTER RELIEF SERVICES THIS A MULTI-FACETED PROGRAM THAT SUPPORTS OVERALL COMMUNITY WELL-BEING BY PROVIDING EMERGENCY ASSISTANCE TO INDIVIDUALS, NONPROFITS AND THE COMMUNITY AT LARGE. SERVICES INCLUDE DIRECT ASSISTANCE TO INDIVIDUAL AND OPERATIONAL SUPPORT TO NONPROFITS WORKING IN THE AREAS OF EMERGENCY SHELTER, RENT/MORTGAGE ASSISTANCE, FOOD RESOURCES AND UTILITY ASSISTANCE. PROGRAM ENCOMPASSES STATE OF INDIANA HARDEST HIT FUND, PORTER COUNTY EMERGENCY ASSISTANCE FUND, AND FEMA EMERGENCY FOOD & SHELTER GRANT PROGRAM AND THE COVID-19 RELIEF FUND. PROGRAM IMPLEMENTATION IS IN PARTNERSHIP WITH AREA NONPROFITS SUCH AS SALVATION ARMY, AMERICAN RED CROSS, NORTHWEST INDIANA FOOD BANK AND PORTER COUNTY AGING AND COMMUNITY SERVICES. COMMUNITY DISASTER RELIEF SERVICES ADDRESSING NORTHWEST INDIANA NATURAL AND MAN-MADE DISASTERS THROUGH THE COORDINATION AND IMPLEMENTATION OF FEMA-SUPPORTED RECOVERY INITIATIVES AND LEADERSHIP OF THE NORTHWEST INDIANA COMMUNITY ORGANIZATIONS ACTION IN DISASTER COALITION (COAD) THAT CONNECTS RESIDENTS, BUSINESSES AND GOVERNMENT AGENCIES TOGETHER TO RESOLVE COMMUNITY ISSUES AND PREPARE FOR TIMES OF CRISIS.COMMUNITY INVESTMENT GRANT FUND SUPPORTS COMMUNITY 501(C)3 PROGRAMS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH AS PART OF THE UNITED WAY NETWORK. VOLUNTEERS EVALUATE AND RECOMMEND APPLICATIONS TO BOARD OF DIRECTORS FOR FINAL APPROVAL. TOTAL GRANTED $720,000; 30 PROGRAMS SUPPORTED. EARLY CHILDHOOD SCHOOL READINESS PROGRAM IS AN EARLY LEARNING COMMUNITY IMPACT INITIATIVE THAT BRINGS PARTNER PROGRAMS TOGETHER TO EVALUATE THE EARLY LEARNING LANDSCAPE. THESE PROGRAMS HELP PRE-K STUDENTS (4-5 YEARS OLD) PREPARE FOR KINDERGARTEN, SCHOOL AND LIFE BY HELPING CHILDREN DEVELOP SOCIAL AND LIFE SKILLS AND PROVIDING CAREGIVER SUPPORT. BENEFITS MORE THAN 370 STUDENTS; 76% OF WHICH ARE ACHIEVING DEVELOPMENTAL MILESTONES TO HELP THEM SUCCEED IN KINDERGARTEN AND BEYOND.IRS VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDES VOLUNTEER-LED, FREE TAX PREPARATION SERVICES FOR LOW- TO MODERATE-INCOME RESIDENTS. IN 2020, FOR THE TAX YEAR 2019, MORE THAN 1,470 TAX RETURNS (FEDERAL AND STATE) WERE PREPARED AND FILED BY UNITED WAY VOLUNTEERS. AVERAGE TOTAL ADJUSTED GROSS INCOME (AGI) WAS $22,515. FEDERAL AND STATE REFUNDS TO PROGRAM PARTICIPANTS TOTALED MORE THAN $903,606 WITH $190,517 IN EARNED INCOME TAX CREDITS CLAIMED.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. THE READING BUDDIES ARE USED AS A MOTIVATION TOOL TO HELP STUDENTS INCREASE THEIR READING MOTIVATION AND IMPROVE THEIR GRADE LEVEL READING SKILLS AND ORAL FLUENCY.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 CURRENTLY HAS MORE THAN 150 MEMBERS. 1016567 586078 1826694 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 1 0 0 0 0 0 0 0 0 1 16 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 X 26 26 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 RANDY ZROMKOSKI CHAIR 4.00 X X 0 0 0 HEATHER ENNIS GOVERNANCE CHAIR 4.00 X X 0 0 0 CAROLYN HIGGINS SECRETARY 4.00 X X 0 0 0 TIM WARNER TREASURER/FINANCE CHAIR 4.00 X X 0 0 0 RON DONAHUE VICE CHAIR 4.00 X X 0 0 0 CRYSTAL CARTWRIGHT DIRECTOR 1.50 X 0 0 0 AMANDA ALANIZ DIRECTOR 1.50 X 0 0 0 MATT BURDEN DIRECTOR 1.50 X 0 0 0 THOMAS DRANGER DIRECTOR 1.50 X 0 0 0 MARY JANE EISENHAUER DIRECTOR 1.50 X 0 0 0 SCOTT CABON DIRECTOR 1.50 X 0 0 0 CHARLES HARRIS DIRECTOR 1.50 X 0 0 0 DENISE CONLON DIRECTOR 1.50 X 0 0 0 JEFF DANEFF DIRECTOR 1.50 X 0 0 0 MICHAEL RAYSON DIRECTOR 1.50 X 0 0 0 KEVIN RIBORDY 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 MATT WELTER DIRECTOR 1.50 X 0 0 0 MICHAEL WHEATON DIRECTOR 1.50 X 0 0 0 CAROLYN WHITTIER DIRECTOR 1.50 X 0 0 0 KAREN LOEFFLER DIRECTOR 1.50 X 0 0 0 ROBIN MCCART DIRECTOR 1.50 X 0 0 0 ERICA MAAR DIRECTOR 1.50 X 0 0 0 MEREDITH MOHLKE DIRECTOR 1.50 X 0 0 0 KIM OLESKER PRESIDENT 50.00 X 95821 0 30992 95821 0 30992 0 0 0 0 0 20575 1066004 1567028 60037 2653607 AMERICORP SITE REVENUE 900099 65318 65318 65318 -54216 -54216 2500 20575 28993 -26493 -26493 OTHER INCOME 900099 204 204 204 2638420 65318 0 -80505 586078 586078 126813 113509 7859 5445 520467 465865 32257 22345 39411 34934 2646 1831 65668 33181 32229 258 62329 31494 30590 245 55755 10181 72 45502 142357 134274 4352 3731 81023 72613 4977 3433 19011 17380 354 1277 9743 7715 825 1203 15165 11296 2566 1303 6344 5183 686 475 MEMBER COSTS 160178 160178 BOARD DESIGNATED EXPENS 130019 110037 1932 18050 DUES 32017 19308 10849 1860 UNREALIZED PLEDGE DOLLA 6918 6918 -38411 6550 -16334 -28627 2020885 1826694 115860 78331 596491 1568229 317652 326264 154673 78142 34672 26234 829867 329776 515256 500091 447794 428803 786811 725165 2853349 3652928 195432 291799 0 85991 195432 377790 X 2280557 2016343 377360 1258795 2657917 3275138 2853349 3652928 617535 -314 0 X 0 1 X 1 0 X 2022142 1860902 1423978 1664080 2653607 9624709 2022142 1860902 1423978 1664080 2653607 9624709 9624709 8207 6943 11026 -15714 7433 17895 4979 3478 502 336 204 9499 9652103 154932 0.99720 0.99670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 786811 -12694 39345 9607 725165 814652 21764 39489 10116 786811 780709 83656 39105 10608 814652 731391 97185 37745 10122 780709 783395 -5720 36689 9595 731391 1.00000 1 0 250463 250463 559677 313976 245701 19727 15800 3927 500091 VARIOUS CDS 95000 F FIFTH THIRD BANK INVESTMENT 333803 F 428803 BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 725165 725165 X 2683899 -314 16800 28993 45479 2638420 0 2638420 2066678 16800 28993 45793 2020885 0 2020885 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 EXPENSES 26,493. FUNDRAISING INCOME 2,500. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 26,493. FUNDRAISING INCOME 2,500. GOLF OUTING 10073 10073 14406 BUNKO 13002 13002 1904 200 771 2 20575 -20575 11712 23075 20575 2500 16310 200 12483 28993 -26493 0 BOYS & GIRLS CLUBS OF PORTER COUNTY 354 JEFFERSON ST VALPARAISO IN 46383 351724072 501(C)(3) 35000 MEMBERSHIP SUBSIDIES, FITNESS PROGRAM AND EDUCATION &CAREER DEVELOPMENT DUNELAND FAMILY YMCA 215 ROOSEVELT ST CHESTERTON IN 46304 351404559 501(C)(3) 38000 YOUTH DEVELOPMENT PROGRAMS FAMILY HOUSE 610 GLENDALE BLVD VALPARAISO IN 46383 351511473 501(C)(3) 12000 FAMILY PRESERVATION SERVICES GABRIEL'S HORN CORPORATION PO BOX 943 PORTAGE IN 46368 320075800 501(C)(3) 8500 CASE MANAGEMENT FOR FINANCIAL STABILITY HEALTHLINC 1001 STURDY RD VALPARAISO IN 46383 352147791 501(C)(3) 12000 HEALTHY LIFESTYLES FOR DISEASE MGT HILLTOP NEIGHBORHOOD HOUSE 460 S COLLEGE AVE VALPARAISO IN 46383 351971819 501(C)(3) 41000 SCHOLARSHIPS FOR WORKING FAMILIES CHILDCARE NEEDS, HEALTHY MEALS PROGRAM, AND KINDERGARTEN READINESS HOUSING OPPORTUNITIES 2001 CALUMET AVENUE VALPARAISO IN 46383 351965214 501(C)(3) 35500 WOMEN'S SHELTER AND THERAPY WORKS PROGRAM MENTAL HEALTH AMERICA OF PC 402 INDIANA AVE VALPARAISO IN 46383 351855589 501(C)(3) 15000 BRIDGING THE GAP AND OPEN DOOR SOCIAL CLUB NWI COMMUNITY ACTION 5240 FOUNTAIN DR CROWN POINT IN 46307 260644596 501(C)(3) 11100 211 INFORMATION AND ASSISTANCE OPPORTUNITY ENTERPRISES 2801 EVANS AVE VALPARAISO IN 46383 351136833 501(C)(3) 36000 EMPLOYMENT SERVICES, DAY SERVICES AND CURRICULUM BASED PROGRAMMING PORTER COUNTY AGING & COMMUNITY 1005 CAMPBELL ST VALPARAISO IN 46385 351296781 501(C)(3) 30000 EMERGENCY ASSISTANCE PROGRAM PC ASSOC FOR HANDICAPPED CHILDREN & ADULTS INC 1390 BRANDYWINE RD CROWN POINT IN 46307 237422242 501(C)(3) 15500 CUSTOM EQUIPMENT FOR THE HANDICAPPED PORTER COUNTY PACT 1356 W LINCOLNWAY VALPARAISO IN 46385 237351004 501(C)(3) 15000 RECOVERY CONNECTION PROGRAM PORTER-STARKE SERVICES 601 WALL ST VALPARAISO IN 46383 351330771 501(C)(3) 12000 WELLNESS MENU ST AGNES ADULT DAY SERVICE CENTER 1859 HARRISON BLVD VALPARAISO IN 46385 352016060 501(C)(3) 7500 SCHOLARSHIP PROGRAM THE CARING PLACE INC 607 BULLSEYE LAKE ROAD VALPARAISO IN 46383 310944075 501(C)(3) 50000 SAFE EMERGENCY SHELTER SUPPORT AND TEEN DATING VIOLENCE PROGRAM THE SALVATION ARMY OF PC 799 CAPITOL ROAD VALPARAISO IN 46385 135561351 501(C)(3) 5100 EMERGENCY FINANCIAL ASSISTANCE PROGRAM AND COMMUNITY NUTRITION PROGRAM VALPARAISO FAMILY YMCA 1201 CUMBERLAND CROSSING VALPARAISO IN 46383 350876401 501(C)(3) 9000 BUILDING FOR OUR FUTURE AND LIVESTRONG PROGRAM VNA OF PORTER COUNTY 501 MARQUESTTE STREET VALPARAISO IN 46383 351174866 501(C)(3) 41600 HOME AND HOSPICE CARE, AND THE VNA PHOENIX CENTER YOUTH SERVICE BUREAU 253 W LINCOLNWAY VALPARAISO IN 46383 351350178 501(C)(3) 10000 CLINICAL SERVICES FAMILY FIRST PROGRAM AND PARENT EDUCATION PROGRAM X THE TIMES MEDIA COMPANY 1 30000 FMV X UNITED WAY WORLDWIDE 1 10806 FMV X VALE PARK ANIMAL HOSPITAL 1 4526 FMV X LITTLE GREEN APPLE HALLMARK 1 4396 FMV X MEIJER 1 3500 FMV X COCO'S CANINE CABANA 1 3209 FMV X ASPEN STUDIOS 1 1700 FMV X KOHL'S DEPARTMENT STORE 1 700 FMV X HUNGRY HOWIE'S PIZZA 1 630 FMV X FAMILY EXPRESS CORP. 1 419 FMV X LEE'S HALLMARK SHOP 1 106 FMV X TARGET 1 100 FMV X STARBUCKS 1 45 FMV 0 0 0 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.