2021-03-29T18:05:14-05:00 2020-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2019-07-01 350996148 UNITED WAY OF DELAWARE COUNTY INDIANA INC UNIT 7652885586 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 JENNIFER MARSH PRESIDENT AND CEO 7652885586 2021-03-09 1 JOHN D MARTIN CPA P00321694 7652843384 2021-03-09 2019 2022-09-23 18:48:47Z JENNIFER MARSH 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 3505889 0 X WWW.INVITEDTOLIVEUNITED.ORG X 1925 IN SEE ATTACHED SCHEDULE O 12 12 7 1528 0 0 1478068 2972427 11220 11730 42892 79919 21744 16526 1553924 3080602 948559 948581 0 0 417536 446603 0 0 198795 333882 465270 1699977 1860454 -146053 1220148 3700073 4965855 974957 1105988 2725116 3859867 X WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. 1 0 1479226 948581 11730 UNITED WAY (UW) FIGHTS FOR THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF EVERY PERSON IN EVERY COMMUNITY. UW UNITES DONORS, VOLUNTEERS AND ADVOCATES WITH A GOAL TO END GENERATIONAL POVERTY. ACROSS THE THREE COUNTIES SERVED, DELAWARE, HENRY AND RANDOLPH, NEARLY HALF OF ALL HOUSEHOLDS STRUGGLE. NEARLY A FOURTH OF THE 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 AVAILABLE TO THOSE IN NEED 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. 1479226 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 9 0 1 7 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 KEVIN WOEHLER CHAIR 1.00 X X 0 0 0 TONY HARVEY INCOMING CHAIR 1.00 X X 0 0 0 JENNIFER DUDLEY SECRETARY/TREASURER 1.00 X X 0 0 0 MARK ADAMS DIRECTOR 1.00 X 0 0 0 BETTIE CALDWELL DIRECTOR 1.00 X 0 0 0 TERESA CLEMMONS DIRECTOR 1.00 X 0 0 0 DOROTHY DOUGLASS DIRECTOR 1.00 X 0 0 0 MIA D JOHNSON DIRECTOR 1.00 X 0 0 0 MATTHEW KELSEY 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 TERRY WHITT-BAILEY DIRECTOR 1.00 X 0 0 0 JENNIFER MARSH EXECUTIVE DIRECTOR 40.00 X 94757 0 15166 94757 0 15166 0 0 0 0 0 2972427 6704 2972427 SERVICE FEES 561000 11730 11730 11730 34852 34852 437317 391562 688 45755 -688 45067 45067 41277 33037 8240 8240 CHANGE IN BENEFICIAL INTEREST AT 900099 8286 8286 8286 3080602 11730 0 96445 948581 948581 112539 64305 15710 32524 253509 144846 35392 73271 15943 8990 2291 4662 38327 25583 4193 8551 26285 15229 3630 7426 44244 44244 12298 12298 33964 7416 21923 4625 57853 22854 11424 23575 30766 17575 4331 8860 1914 998 301 615 33926 17944 5247 10735 2348 1371 321 656 23670 17131 2147 4392 14894 14894 2944 1536 462 946 6608 3552 1003 2053 CAMPAIGN EVENTS & PROG 148713 137957 10756 GRANT EXPENSE 35000 35000 DUES AND SUBSCRIPTIONS 14276 7371 2218 4687 MISCELLANEOUS 1852 987 404 461 1860454 1479226 182433 198795 1175444 2538637 390040 272395 470938 540170 8186 27708 18466 59262 46272 15058 12990 526841 489404 569453 577800 524591 507807 3700073 4965855 79362 110289 895595 921599 74100 974957 1105988 X 2058937 1923915 666179 1935952 2725116 3859867 3700073 4965855 1220148 -85397 0 X X 0 1 X 1 0 X 1384112 1497563 1484826 1478068 2972427 8816996 1384112 1497563 1484826 1478068 2972427 8816996 1057881 7759115 44899 53000 28514 33265 34852 194530 -47365 43296 50422 14478 8286 69117 9080643 154056 0.85450 0.82260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 584516 8286 21001 571801 596911 100 14226 26721 584516 576560 200 50126 29975 596911 533893 100 62431 19864 576560 581776 100 -20944 27039 533893 0.00000 0.88800 0.11200 1 0 59262 46272 12990 12990 COMMUNITY FOUNDATION STABILIZATION FUND 577800 F 577800 BENEFICIAL INTEREST IN ASSETS HELD 507807 507807 2905538 -85398 18561 33037 -33800 2939338 12298 128966 141264 3080602 1770787 18561 33036 51597 1719190 12298 128966 141264 1860454 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 33,037. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGINATED CONTRIBUTIONS 128,966. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICAITION 33,037. ROUNDING ADJUSTMENT -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGINATED DISTRIBUTIONS 128,966. 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 38301 38301 7630 7872 4250 9685 LISTEN AND LEARN 2500 2500 1349 944 1 476 476 1000 307 41277 41277 7630 9221 5250 10936 33037 8240 1 A BETTER WAY 806 W JACKSON STREET MUNCIE IN 47308 350868081 501(C)(3) 53433 FUNDING ALLOCATION, CRISIS INTERVENTION, AND DESIGNATED FUNDING ALPHA CENTER 315 S MONROE STREET MUNCIE IN 47305 351417901 501(C)(3) 18704 FUNDING ALLOCATION AND DESIGNATED FUNDING BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVENUE MUNCIE IN 47304 356024566 501(C)(3) 32394 FUNDING FOR MUNCIE P3 PROGRAM AND DESIGNATED FUNDING BLACKFORD UNITED WAY INC PO BOX 67 HARTFORD CITY IN 47348 351062867 501(C)(3) 6189 DESIGINATED DISTRIBUTION BRIDGES COMMUNITY SERVICES 318 W EIGHT STREET MUNCIE IN 47308 351956251 501(C)(3) 35965 FUNDING ALLOCATION AND DESIGNATED FUNDING CANCER SERVICES OF EAST CENTRAL INDIANA 401 W JACKSON STREET MUNCIE IN 47308 350988703 501(C)(3) 16988 FUNDING ALLOCATION AND DESIGNATED FUNDING DELAWARE COUNTY CASA PROGRAM 3412 W KILGORE AVENUE MUNCIE IN 47304 351886373 501(C)(3) 22440 FUNDING ALLOCATION CHRISTIAN MINISTRIES OF DELAWARE COUNTY INC PO BOX 1088 MUNCIE IN 47305 311179990 501(C)(3) 10623 FUNDING ALLOCATION AND DESIGNATED FUNDING GOODWILL INDUSTRIES OF CENTRAL INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 501(C)(3) 13235 FUNDING ALLOCATION AND DESIGNATED FUNDING HOME SAVERS OF DELAWARE COUNTY PO BOX 89 MUNCIE IN 47308 351923351 501(C)(3) 15749 FUNDING ALLOCATION AND DESIGNATED FUNDING HUFFER MEMORIAL CHILDREN'S CENTER 2000 N ELGIN STREET MUNCIE IN 47308 351275252 501(C)(3) 82550 FUNDING ALLOCATION AND DESIGNATED FUNDING INSIDE OUT COMMUNITY DEVELOPMENT 300 N MADISON ST MUNCIE IN 47305 450713446 501(C)(3) 22980 FUNDING ALLOCATION LIFESTREAM SERVICES PO BOX 308 YORKTOWN IN 47396 351356741 501(C)(3) 29713 FUNDING ALLOCATION FOR SENIOR RIDES AND DESIGNATED FUNDING MEALS ON WHEELS 2401 W UNIVERSITY AVENUE MUNCIE IN 47308 237160756 501(C)(3) 24932 FUNDING ALLOCATION AND DESIGNATED FUNDING MOTIVATE OUR MINDS INC PO BOX 384 MUNCIE IN 47308 351734264 501(C)(3) 23060 FUNDING ALLOCATION AND DESIGNATED FUNDING MUNCIE & DELAWARE COUNTY BY5 EARLY CHILDHOOD INITIATIVE INC PO BOX 807 MUNCIE IN 47305 352149845 501(C)(3) 15260 FUNDING ALLOCATION AND DESIGNATED FUNDING MUNCIE BOYS & GIRLS CLUB 1710 S MADISON STREET MUNCIE IN 47308 350869060 501(C)(3) 89657 FUNDING ALLOCATION FOR AIM, ELEMENTARY, TEEN PROGRAMS, AND DESIGNATED FUNDING OPEN DOOR HEALTH SERVICES 3715 S MADISON STREET MUNCIE IN 47308 352018494 501(C)(3) 40782 FUNDING ALLOCATION FOR DIABETES PREVENTION AND MOBILE HEALTH CENTER PROGRAMS, AND DESIGNATED FUNDING PATHSTONE HOUSING CORP-DELAWARE COUNTY THRIVE 1917 W ROYAL DRIVE MUNCIE IN 47304 160984913 501(C)(3) 56535 FUNDING ALLOCATION PROJECT LEADERSHIP DELAWARE COUNTY 2500 N ELGIN STREET MUNCIE IN 47303 311117791 501(C)(3) 22741 FUNDING ALLOCATION AND DESIGNATED FUNDING SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA 6621 OLD STATE ROAD 3 MUNCIE IN 47308 311111795 501(C)(3) 30611 FUNDING ALLOCATION FOR FORWARD STEPS AND SCHOOL PANTRY PROGRAMS AND DESIGNATED FUNDING COMMUNITY HELP CENTER OF UNION CITY PO BOX 328 UNION CITY IN 47390 351690978 501(C)(3) 5000 COVID-19 EMERGENCY GRANT UNITED DAYCARE CENTER 312 S VINE STREET MUNCIE IN 47308 350868143 501(C)(3) 85822 FUNDING ALLOCATION, WATER HEATER, AND DESIGNATED FUNDING WHITELY COMMUNITY COUNCIL PO BOX 665 MUNCIE IN 47308 351911000 501(C)(3) 6500 COVID-19 EMERGENCY GRANT YMCA 500 S MULBERRY STREET MUNCIE IN 47308 350868215 501(C)(3) 87360 FUNDING ALLOCATION FOR APPLE TREE, LIVESTRONG, AND DESIGNATED FUNDING YWCA 310 W CHARLES STREET MUNCIE IN 47305 350868225 501(C)(3) 20447 FUNDING ALLOCATION AND DESIGNATED FUNDING 24 2 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. 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 III, LINE 2 DURING THE YEAR ENDED JUNE 30,2020, THE CAMPAIGN AREA SERVED BY UNITED WAY OF DELAWARE COUNTY, INDIANA, INC. WAS EXPANDED TO INCLUDE RANDOLPH COUNTY, INDIANA. 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 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.