2021-11-12T13:29:34-06:00 2020-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2020-01-01 351132860 UNITED WAY OF BARTHOLOMEW COUNTY INC UNIT 8123763001 1531 13TH STREET NO 1100 COLUMBUS IN 472011302 MARK STEWART PRESIDENT 8123763001 2021-11-08 1 MARK STEWART 999009999 KANDY L WISCHMEIER CPA P00118327 8125228416 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK STEWART 1531 13TH STREET NO 1100 COLUMBUS IN 472011302 5713498 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. 24 23 33 1274 0 0 4591398 5710264 0 0 3543 3050 0 0 4594941 5713314 3276128 4423195 0 0 815800 778234 0 0 306625 516713 526114 4608641 5727543 -13700 -14229 4271816 4893379 1701424 2330702 2570392 2562677 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 5103654 4423195 GRANTS AND SUPPORT TO CERTIFIED MEMBER SOCIAL SERVICE AGENCIES IN BARTHOLOMEW COUNTY. IN 2020, 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. 70000 UNITEDIN18/20 5173654 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 23 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 NO 1100 COLUMBUS IN 472011302 MARK STEWART PRESIDENT 40.00 X X 131152 0 32562 KIMBERLY D BENNETT CHAIR 5.00 5.00 X X 0 0 0 KARL KISSINGER DIRECTOR 5.00 X X 0 0 0 EDUARDO MARTINEZ SECRETARY/TREASURER 5.00 X X 0 0 0 DOUG OTTO EXECUTIVE DIRECTOR UWC 10.00 25.00 X X 24176 24176 24040 CRUZ BAISA DIRECTOR 5.00 X 0 0 0 ROBIN GILL DIRECTOR 5.00 X 0 0 0 STEVE FORSTER DIRECTOR 5.00 X 0 0 0 KRUTHI PARTHASARATHI DIRECTOR 5.00 X 0 0 0 CHRIS RAAF 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 LAURA C WENZLER DIRECTOR 5.00 X 0 0 0 LORRAINE SMITH DIRECTOR 5.00 X 0 0 0 JEFF CROUSE DIRECTOR 5.00 X 0 0 0 AIDA J RAMIREZ VICE CHAIR 5.00 X 0 0 0 KATHY OREN DIRECTOR 5.00 X 0 0 0 MARTY LASURE DIRECTOR 5.00 X 0 0 0 CATHY BUENING-GRIFFIN DIRECTOR 5.00 X 0 0 0 PAUL MALONE DIRECTOR 5.00 X 0 0 0 JANET PUTNEY DIRECTOR 5.00 X 0 0 0 SCOTT POLING DIRECTOR 5.00 X 0 0 0 CHRIS PRICE DIRECTOR 5.00 X 0 0 0 BILL MAHONEY DIRECTOR 5.00 X 0 0 0 155328 24176 56602 1 0 1 0 0 805536 187415 4717313 9400 5710264 3234 3234 184 -184 -184 -184 5713314 0 0 3050 4423195 4423195 199911 117841 23477 58593 464736 274487 50813 139436 65727 38195 11329 16203 47860 28300 5218 14342 23985 9928 11560 2497 109111 41619 42944 24548 3288 980 2308 32049 10680 7853 13516 45060 25928 19132 2529 1649 828 52 5518 3308 1512 698 17793 17793 8344 8344 DUES AND SUBSCRIPTIONS 103766 29764 46298 27704 PARTNER/INITIATIVE INVE 72670 72670 SCHOOL SUPPLY EXPENSE 44578 44578 PREMIUM LINK PREMIUMS 24099 24099 33324 26433 163 6728 5727543 5173654 247264 306625 2031170 2159368 73381 88908 2026923 2482942 13283 18679 73537 33361 40133 40176 86926 103306 4271816 4893379 11963 80717 1689461 2249985 1701424 2330702 X 122692 137526 2447700 2425151 2570392 2562677 4271816 4893379 -14229 6514 0 X X 0 1 X 1 0 X 3427079 3488404 4538955 4591398 5710264 21756100 3427079 3488404 4538955 4591398 5710264 21756100 5609250 16146850 4149 2701 2177 6902 3234 19163 622 690 490 1802 21777065 0.74150 0.69340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9400 9400 64137 33361 30776 40176 DESIGNATIONS PAYABLE 2161077 ASSETS HELD FOR OTHERS 88908 2249985 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, 2020 AND 2019, 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. 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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