LAKE AREA UNITED WAY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LAKE AREA UNITED WAY INC (EIN 23-7170019)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202002329349301340
- Schema version
- 2019v5.1
- 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 | 2020-08-19T16:25:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351509921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWARTZ RETSON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 E 86TH AVENUE | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237170019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE AREA UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 2199232302 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 WEST RIDGE ROAD | AddressLine1Txt |
| City | GRIFFITH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA DAUGHERTY | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 2199232302 | PhoneNum |
| Signature | 2020-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUTH BEST | PreparerPersonNm |
| PTIN | P00163310 | PTIN |
| Phone | 2197693616 | PhoneNum |
| Preparation | 2020-08-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.145.162.213 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-03 | IPDt |
| IP Tm | 08:58:44 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B058C440F5BE972D007E8B0AA5331653C1E64A60 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA DAUGHERTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 WEST RIDGE ROAD | AddressLine1Txt |
| City | GRIFFITH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,442,508 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 555 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,337,604 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,393,526 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,336 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,319 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,965 | PYOtherRevenueAmt |
| CY Other Revenue | -$11,094 | CYOtherRevenueAmt |
| PY Total Revenue | $2,356,905 | PYTotalRevenueAmt |
| CY Total Revenue | $2,407,751 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,222,032 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $924,987 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $691,125 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $628,684 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $210,576 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $420,415 | PYOtherExpensesAmt |
| CY Other Expenses | $527,222 | CYOtherExpensesAmt |
| PY Total Expenses | $2,333,572 | PYTotalExpensesAmt |
| CY Total Expenses | $2,080,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,333 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $326,858 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,743,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,406,633 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,245,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,594,286 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $498,430 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $812,347 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $924,987 | ExpenseAmt |
| Grant | $924,987 | GrantAmt |
| Desc | ALLOCATIONS TO UNITED WAY AGENCIES - PRIMARY FUNCTION OF UNITED WAY ORGANIZATION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $685,808 | ExpenseAmt |
| Revenue | $17,889 | RevenueAmt |
| Desc | PLANNING AND ALLOCATION - ASSESSING COMMUNITY NEEDS AND DETERMINING ALLOCATION PLANS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,610,795 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA DAUGHERTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2197123601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W RIDGE ROAD | AddressLine1Txt |
| City | GRIFFITH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46319 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LOUIE GONZALEZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL TAILLON | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF STRACK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE SCHNEIDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM DYE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARISA SMOLJAN | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DELISA ROSETTI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK MRVAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIAN MARSH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EVELYN MORRISON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE CONLON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIJO DLUZAK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRI ZILLER | ||||||
| PAST CHAIRWOMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTOPHER WHITE | ||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK TADE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL JASAITIS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE KOESTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT SALTANOVITZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN M SPAJER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON MCDERMOTT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEO CORREA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER MONTAGUE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE WORTHAM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM MCDERMOTT SR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA DAUGHERTY | ||||||
| PRESIDENT/CEO | 40.00 | $135,552 | $0 | $5,000 | Yes (X) | |
| RICK CZYZ | ||||||
| VP OF FINANCE AND ADMINISTRATION | 1.00 | $10,470 | $0 | $7,034 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $146,022 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,034 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA ASSOCIATION OF UNITED WAYS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2955 N MERIDAN STREET STE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING & IT SERVICES | ServicesDesc |
| Compensation | $102,185 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $99,670 | FundraisingAmt |
| All Other Contributions | $2,293,856 | AllOtherContributionsAmt |
| Total Contributions | $2,393,526 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,850 | TotalRevenueColumnAmt |
| Exclusion | $17,850 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,469 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,469 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,469 | TotalRevenueColumnAmt |
| Exclusion | $7,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,055 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $99,670 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,757 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,702 | TotalRevenueColumnAmt |
| Exclusion | -$31,702 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,608 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,889 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,608 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,407,751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,889 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,664 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,987 | TotalAmt |
| Program Services | $924,987 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,056 | TotalAmt |
| Program Services | $105,414 | ProgramServicesAmt |
| Management And General | $45,614 | ManagementAndGeneralAmt |
| Fundraising | $7,028 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,272 | TotalAmt |
| Program Services | $203,808 | ProgramServicesAmt |
| Management And General | $39,246 | ManagementAndGeneralAmt |
| Fundraising | $68,218 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,999 | TotalAmt |
| Program Services | $35,862 | ProgramServicesAmt |
| Management And General | $8,662 | ManagementAndGeneralAmt |
| Fundraising | $9,475 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,839 | TotalAmt |
| Program Services | $45,807 | ProgramServicesAmt |
| Management And General | $4,787 | ManagementAndGeneralAmt |
| Fundraising | $11,245 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,518 | TotalAmt |
| Program Services | $29,070 | ProgramServicesAmt |
| Management And General | $7,311 | ManagementAndGeneralAmt |
| Fundraising | $7,137 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,622 | TotalAmt |
| Program Services | $9 | ProgramServicesAmt |
| Management And General | $37,613 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,165 | TotalAmt |
| Management And General | $6,165 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,014 | TotalAmt |
| Program Services | $44,856 | ProgramServicesAmt |
| Management And General | $180 | ManagementAndGeneralAmt |
| Fundraising | $23,978 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,012 | TotalAmt |
| Program Services | $6,931 | ProgramServicesAmt |
| Management And General | $2,381 | ManagementAndGeneralAmt |
| Fundraising | $4,700 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,307 | TotalAmt |
| Program Services | $23,046 | ProgramServicesAmt |
| Management And General | $4,697 | ManagementAndGeneralAmt |
| Fundraising | $64,564 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,952 | TotalAmt |
| Program Services | $5,660 | ProgramServicesAmt |
| Management And General | $1,798 | ManagementAndGeneralAmt |
| Fundraising | $1,494 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,023 | TotalAmt |
| Program Services | $9,719 | ProgramServicesAmt |
| Management And General | $1,305 | ManagementAndGeneralAmt |
| Fundraising | $3,999 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,473 | TotalAmt |
| Program Services | $7,055 | ProgramServicesAmt |
| Management And General | $2,171 | ManagementAndGeneralAmt |
| Fundraising | $1,247 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,661 | TotalAmt |
| Management And General | $2,661 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,197 | TotalAmt |
| Program Services | $7,599 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
| Fundraising | $1,398 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,544 | TotalAmt |
| Program Services | $5,157 | ProgramServicesAmt |
| Management And General | $2,248 | ManagementAndGeneralAmt |
| Fundraising | $2,139 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER COMUNITY IMPACT I | $112,878 | $112,878 | ||
| MISCELLANEOUS | $62,592 | $22,332 | $39,552 | $708 |
| UNITED WAY DUES | $47,081 | $47,081 | ||
| BUILDING AND GROUNDS MA | $13,350 | $8,380 | $2,753 | $2,217 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,351 | TotalAmt |
| Program Services | $12,225 | ProgramServicesAmt |
| Management And General | $2,097 | ManagementAndGeneralAmt |
| Fundraising | $1,029 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,080,893 | TotalAmt |
| Program Services | $1,610,795 | ProgramServicesAmt |
| Management And General | $259,522 | ManagementAndGeneralAmt |
| Fundraising | $210,576 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,591 | BOYAmt |
| EOY | $241,936 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,540 | BOYAmt |
| EOY | $1,261,165 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,163 | BOYAmt |
| EOY | $329,568 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,218 | BOYAmt |
| EOY | $17,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $454,047 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $296,656 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,738 | BOYAmt |
| EOY | $157,391 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,457 | BOYAmt |
| EOY | $399,341 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,707 | BOYAmt |
| EOY | $2,406,633 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,993 | BOYAmt |
| EOY | $72,896 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,015 | BOYAmt |
| EOY | $16,946 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,189,269 | BOYAmt |
| EOY | $1,354,444 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,245,277 | BOYAmt |
| EOY | $1,594,286 | 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 | -$761,594 | BOYAmt |
| EOY | -$590,376 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,024 | BOYAmt |
| EOY | $1,402,723 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,430 | BOYAmt |
| EOY | $812,347 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,743,707 | BOYAmt |
| EOY | $2,406,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $326,858 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $44,672 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$57,613 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $3,033,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,578,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,340,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,337,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,393,526 | CurrentTaxYearAmt |
| Total | $14,683,133 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,033,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,578,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,340,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,337,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,393,526 | CurrentTaxYearAmt |
| Total | $14,683,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,692,603 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,990,530 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,850 | CurrentTaxYearAmt |
| Total | $82,304 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,566 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,466 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,608 | CurrentTaxYearAmt |
| Total | $208,602 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,974,039 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,935 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $354,457 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $65,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,586 | OtherExpendituresAmt |
| Administrative Expenses | $6,165 | AdministrativeExpensesAmt |
| End Year Balance | $399,341 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $397,033 | BeginningYearBalanceAmt |
| Contributions | $472 | ContributionsAmt |
| Investment Earnings Or Losses | -$22,593 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,590 | OtherExpendituresAmt |
| Administrative Expenses | $5,855 | AdministrativeExpensesAmt |
| End Year Balance | $354,467 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,971 | BeginningYearBalanceAmt |
| Contributions | $5,317 | ContributionsAmt |
| Investment Earnings Or Losses | $56,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,672 | OtherExpendituresAmt |
| Administrative Expenses | $5,695 | AdministrativeExpensesAmt |
| End Year Balance | $397,033 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $331,513 | BeginningYearBalanceAmt |
| Contributions | $11,438 | ContributionsAmt |
| Investment Earnings Or Losses | $28,241 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,689 | OtherExpendituresAmt |
| Administrative Expenses | $11,532 | AdministrativeExpensesAmt |
| End Year Balance | $354,971 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,738 | BeginningYearBalanceAmt |
| Contributions | $330 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,150 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,206 | OtherExpendituresAmt |
| Administrative Expenses | $5,199 | AdministrativeExpensesAmt |
| End Year Balance | $331,513 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86150 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.13850 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,934 | OtherCostOrOtherBasisAmt |
| Book Value | $83,934 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,315 | DepreciationAmt |
| Book Value | $43,947 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,341 | DepreciationAmt |
| Book Value | $29,510 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $157,391 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGACY FOUNDATION | Desc |
| Book Value | $399,341 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $399,341 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITY | $1,246,882 |
| ACCRUED DESIGNATIONS PAYABLE | $107,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,354,444 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,525,694 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $44,672 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $71,786 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $34,757 | OtherRevenueAmt |
| Revenue Not Reported | $151,215 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,374,479 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,165 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $27,107 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $33,272 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,407,751 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,154,164 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $71,786 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $34,757 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $106,543 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,047,621 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,165 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $27,107 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $33,272 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,080,893 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDS GIVEN TO A LOCAL COMMUNITY FOUNDATION THROUGH LAKE AREA UNITED WAY, INC. TO PROVIDE CONTINUED FUNDING TO LAKE AREA UNITED WAY, INC. INCOME FROM FUNDS MAY BE USED FOR OPERATING PURPOSES. |
| PART X, LINE 2: | WHEN APPLICABLE, CHANGES IN BENEFITS ARISING FROM CURRENT AND PRIOR TAX POSITIONS TAKEN BY THE ORGANIZATION ARE RECOGNIZED IN THE PERIOD IN WHICH THE CHANGE OCCURS. CHANGES RESULTING FROM SETTLEMENTS WITH TAXING AUTHORITIES ARE RECOGNIZED IN THE PERIOD THAT SETTLEMENT OCCURS. REDUCTIONS IN UNRECOGNIZED TAX BENEFITS AS A RESULT OF A LAPSE OF THE APPLICABLE STATUTE OF LIMITATIONS ARE RECOGNIZED IN THE PERIOD THE STATUTE LAPSES. PROJECTED PENALTIES AND INTEREST RECOGNIZED ON TAX POSITIONS WHERE IT IS REASONABLY POSSIBLE THAT THE ORGANIZATION'S TAX POSITION WILL NOT PREVAIL IN A REVIEW BY TAXING AUTHORITIES ARE RECOGNIZED AS PART OF CURRENT PERIOD INCOME TAX EXPENSE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 34,757. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED PASSTHROUGH REVENUE NOT INCLUDABLE IN FINANCIAL STATEMENTS 27,107. FUNDRAISING EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 34,757. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED PASSTHROUGH EXPENSES NOT INCLUDABLE IN FINANCIAL STATEMENTS 27,107. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DODGEBALL | Event1Nm |
| Gross Receipts Event1 | $13,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,750 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $2,392 | OtherDirectExpensesEvent1Amt |
| Event2 | OVER THE EDGE | Event2Nm |
| Gross Receipts Event2 | $65,774 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $62,719 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,055 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $29,900 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $750 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,715 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $79,524 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $76,469 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,055 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $29,900 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $750 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,107 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,757 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$31,702 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - LAKE COUNTY | |||||||
| 791 EAST 83TH AVENUE | MERRILLVILLE | IN | 46410 | 351587902 | 501(C)(3) | $46,099 | BASIC NEEDS GRANT PLUS $99 DESIGNATED BY DONOR |
| BOYS AND GIRLS CLUBS OF GREATER NWI | |||||||
| 3691 WILLOWCREEK ROAD SUITE 200 | PORTAGE | IN | 46368 | 351262439 | 501(C)(3) | $105,561 | ALICE STRATEGY GRANT PLUS $511 DESIGNATED BY DONOR |
| CATHOLIC CHARITIES DIOCESE OF GARY | |||||||
| 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501(C)(3) | $65,213 | $40,000 BASIC NEEDS GRANT, $25,000 HAND UP GRANT PLUS $213 DESIGNATED BY DONOR |
| CROSSROADS YMCA | |||||||
| 100 W BURRELL DRIVE | CROWN POINT | IN | 46307 | 351369437 | 501(C)(3) | $50,210 | ALICE STRATEGY GRANT PLUS $210 DESIGNATED BY DONOR |
| GREATER HAMMOND COMMUNITY SERVICES | |||||||
| 824 HOFFMAN STREET | HAMMOND | IN | 46327 | 351398205 | 501(C)(3) | $75,000 | $65,000 BASIC NEEDS GRANT AND $10,000 HAND UP GRANT |
| HAVEN HOUSE | |||||||
| PO BOX 508 | HAMMOND | IN | 46325 | 351725951 | 501(C)(3) | $20,489 | ANNUAL ALLOCATION PLUS $489 DESIGNATED BY DONOR |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | |||||||
| 8446 VIRGINIA STREET | MERRILLVILLE | IN | 46410 | 311168281 | 501(C)(3) | $44,285 | BASIS NEEDS GRANT PLUS $742 DESIGNATED BY DONOR |
| MENTAL HEALTH AMERICA OF LAKE COUNTY | |||||||
| 5311 HOHMAN AVENUE | HAMMOND | IN | 46320 | 351014213 | 501(C)(3) | $25,173 | HAND UP GRANT PLUS $525 DESIGNATED BY DONOR |
| NORTHWEST INDIANA COMMUNITY ACTION CORP (2-1-1) | |||||||
| 5240 FOUNTAIN DRIVE | CROWN POINT | IN | 46307 | 351112290 | 501(C)(3) | $40,000 | FUNDING FOR AREA 2-1-1 CALL CENTER |
| NWI SPECIAL EDUCATION COOPERATIVE | |||||||
| 2150 W 97TH PLACE | CROWN POINT | IN | 46307 | 351396399 | GOVERNMENTAL INSTR. | $30,077 | SUMMER ENRICHMENT FOR STUDENTS WITH DISABILITIES PLUS $77 DESIGNATED BY DONOR |
| ST JUDE HOUSE | |||||||
| 12490 MARSHALL STREET | CROWN POINT | IN | 46307 | 351905782 | 501(C)(3) | $40,253 | $25,000 BASIC NEEDS GRANTS, $15,000 HAND UP GRANT PLUS $253 DESIGNATED BY DONOR |
| THE SALVATION ARMY | |||||||
| 8225 COLUMBIA AVENUE | MUNSTER | IN | 46321 | 362167910 | 501(C)(3) | $51,594 | BASIC NEEDS GRANT PLUS $7,094 DESIGNATED BY DONOR |
| TRADEWINDS | |||||||
| 3198 E 83RD PLACE | MERRILLVILLE | IN | 46410 | 351139485 | 501(C)(3) | $133,356 | ALICE STRATEGY GRANT PLUS $377 DESIGNATED BY DONOR |
| UNITED WAY OF PORTER COUNTY | |||||||
| 951 EASTPORT CENTRE DRIVE | VALPARAISO | IN | 46383 | 356006484 | 501(C)(3) | $6,017 | DESIGNATED BY DONOR |
| HEALTHLINC INC | |||||||
| 2401 VALLEY DRIVE | VALPARAISO | IN | 46383 | 352147791 | 501(C)(3) | $20,000 | BASIC NEEDS GRANT |
| THE METHODIST HOSPITALS FOUNDATION INC | |||||||
| 600 GRANT STREET | GARY | IN | 46402 | 271495289 | 501(C)(3) | $150,000 | ALICE STRATEGY GRANT |
| LIFE CHURCH INTERNATIONAL | |||||||
| 5050 VERMONT STREET | GARY | IN | 46409 | 271641305 | 501(C)(3) | $5,000 | ALICE STRATEGY GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AGENCIES WHICH RECEIVE FUNDING FROM LAKE AREA UNITED WAY, INC. ARE REQUIRED TO PROVIDE FEDERAL FORM 990 AND A COPY OF THE ANNUAL AUDIT EACH YEAR TO THE LAKE AREA UNITED WAY, INC. ALLOCATIONS COMMITTEE. IN ADDITION, AN ANNUAL CITIZEN'S REVIEW IS PERFORMED WITH THE AGENCIES' EXECUTIVES AND BOARD BY THE LAKE AREA UNITED WAY, INC.'S AGENCY REVIEW COMMITTEE. THE EXPECTED OUTCOMES FOR THE AGENCIES ARE REVIEWED AND MEASURED BY THE LAKE AREA UNITED WAY, INC.'S ALLOCATIONS COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TOM MCDERMOTT, SR. & AARON MCDERMOTT - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD AND STAFF ARE REQUIRED TO LIST ANY CONFLICTS EACH YEAR. IF THERE ARE ANY, THE BOARD REVIEWS THEM IN A GENERAL BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS REVIEWED BY SELECT MEMBERS OF THE EXECUTIVE BOARD ON AN ANNUAL BASIS. A PERFORMANCE REVIEW IS COMPLETED, AND FEEDBACK IS DISCLOSED TO THE CEO. ANY SALARY ADJUSTMENT IS COMMUNICATED BY THE BOARD TO THE CFO, THROUGH THE BOARD CEO OR THE CHAIR OF THE FINANCE COMMITTEE. THE OTHER EXECUTIVES ARE REVIEWED BY THE CEO, WHO MAKES SALARY RECOMMENDATIONS BASED ON INDUSTRY DATA AND PERFORMANCE REVIEWS. THESE ARE SUBMITTED FOR FINANCE COMMITTEE APPROVAL DURING THE ANNUAL BUDGET REVIEW PROCESS. ALL OTHER EMPLOYEES ARE EVALUATED BY DEPARTMENT HEADS AND THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE RESULTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COST -75,752. OTHER COMPONENTS OF NET PERIODIC PENSION COST 18,139. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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