2020-08-19T16:25:43-05:00 2019-12-31 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990 2019-01-01 237170019 LAKE AREA UNITED WAY INC LAKE 2199232302 221 WEST RIDGE ROAD GRIFFITH IN 46319 LISA DAUGHERTY PRESIDENT/CEO 2199232302 2020-08-03 1 RUTH BEST P00163310 2197693616 2020-08-03 75.145.162.213 2020-08-03 08:58:44 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B058C440F5BE972D007E8B0AA5331653C1E64A60 2019 2020-09-23 17:36:50Z LISA DAUGHERTY 221 WEST RIDGE ROAD GRIFFITH IN 46319 2442508 0 X WWW.LAUW.ORG X 1972 IN TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. 24 24 17 555 0 0 2337604 2393526 0 0 1336 25319 17965 -11094 2356905 2407751 1222032 924987 0 0 691125 628684 0 0 210576 420415 527222 2333572 2080893 23333 326858 1743707 2406633 1245277 1594286 498430 812347 TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. 0 0 924987 924987 ALLOCATIONS TO UNITED WAY AGENCIES - PRIMARY FUNCTION OF UNITED WAY ORGANIZATION 685808 17889 PLANNING AND ALLOCATION - ASSESSING COMMUNITY NEEDS AND DETERMINING ALLOCATION PLANS 1610795 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 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 5 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN IL X X LISA DAUGHERTY 2197123601 221 W RIDGE ROAD GRIFFITH IN 46319 LOUIE GONZALEZ TRUSTEE 1.00 X 0 0 0 PHIL TAILLON SECRETARY 1.00 X X 0 0 0 JEFF STRACK TRUSTEE 1.00 X 0 0 0 MIKE SCHNEIDER TRUSTEE 1.00 X 0 0 0 JIM DYE TRUSTEE 1.00 X 0 0 0 MARISA SMOLJAN TREASURER 1.00 X X 0 0 0 DELISA ROSETTI TRUSTEE 1.00 X 0 0 0 FRANK MRVAN TRUSTEE 1.00 X 0 0 0 JULIAN MARSH TRUSTEE 1.00 X 0 0 0 EVELYN MORRISON TRUSTEE 1.00 X 0 0 0 DENISE CONLON TRUSTEE 1.00 X 0 0 0 MARIJO DLUZAK TRUSTEE 1.00 X 0 0 0 SHERRI ZILLER PAST CHAIRWOMAN 1.00 X X 0 0 0 CHRISTOPHER WHITE CHAIRMAN 1.00 X X 0 0 0 MARK TADE TRUSTEE 1.00 X 0 0 0 MICHAEL JASAITIS VICE CHAIR 1.00 X X 0 0 0 DAVE KOESTER TRUSTEE 1.00 X 0 0 0 MATT SALTANOVITZ TRUSTEE 1.00 X 0 0 0 ALLEN M SPAJER TRUSTEE 1.00 X 0 0 0 AARON MCDERMOTT TRUSTEE 1.00 X 0 0 0 LEO CORREA TRUSTEE 1.00 X 0 0 0 JENNIFER MONTAGUE TRUSTEE 1.00 X 0 0 0 MIKE WORTHAM TRUSTEE 1.00 X 0 0 0 TOM MCDERMOTT SR TRUSTEE 1.00 X 0 0 0 LISA DAUGHERTY PRESIDENT/CEO 40.00 X 135552 0 5000 RICK CZYZ VP OF FINANCE AND ADMINISTRATION 1.00 X 10470 0 7034 146022 0 12034 1 0 0 0 INDIANA ASSOCIATION OF UNITED WAYS INC 2955 N MERIDAN STREET STE 200 INDIANAPOLIS IN 46208 ACCOUNTING & IT SERVICES 102185 1 99670 2293856 2393526 17850 17850 7469 0 7469 7469 7469 3055 99670 34757 -31702 -31702 MISCELLANEOUS 900099 20608 17889 2719 20608 2407751 17889 0 -3664 924987 924987 158056 105414 45614 7028 311272 203808 39246 68218 53999 35862 8662 9475 61839 45807 4787 11245 43518 29070 7311 7137 37622 9 37613 6165 6165 69014 44856 180 23978 14012 6931 2381 4700 92307 23046 4697 64564 8952 5660 1798 1494 15023 9719 1305 3999 10473 7055 2171 1247 2661 2661 10197 7599 1200 1398 9544 5157 2248 2139 OTHER COMUNITY IMPACT I 112878 112878 MISCELLANEOUS 62592 22332 39552 708 UNITED WAY DUES 47081 47081 BUILDING AND GROUNDS MA 13350 8380 2753 2217 15351 12225 2097 1029 2080893 1610795 259522 210576 96591 241936 656540 1261165 431163 329568 61218 17232 454047 296656 143738 157391 354457 399341 1743707 2406633 50993 72896 0 150000 5015 16946 1189269 1354444 1245277 1594286 X -761594 -590376 1260024 1402723 498430 812347 1743707 2406633 X 326858 44672 -57613 X X 0 1 X 1 0 X 3033105 3578070 3340828 2337604 2393526 14683133 3033105 3578070 3340828 2337604 2393526 14683133 3692603 10990530 14023 13618 17570 19243 17850 82304 27566 46999 64963 48466 20608 208602 14974039 20935 0.73400 0.74180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 354457 65635 14586 6165 399341 397033 472 -22593 14590 5855 354467 354971 5317 56112 13672 5695 397033 331513 11438 28241 4689 11532 354971 356738 330 -4150 16206 5199 331513 0.86150 0.13850 1 0 83934 83934 248262 204315 43947 121851 92341 29510 157391 LEGACY FOUNDATION 399341 F 399341 ACCRUED PENSION LIABILITY 1246882 ACCRUED DESIGNATIONS PAYABLE 107562 1354444 X 2525694 44672 71786 34757 151215 2374479 6165 27107 33272 2407751 2154164 71786 34757 106543 2047621 6165 27107 33272 2080893 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. DODGEBALL 13750 13750 2392 OVER THE EDGE 65774 62719 3055 29900 750 1715 79524 76469 3055 29900 750 4107 34757 -31702 1 AMERICAN RED CROSS - LAKE COUNTY 791 EAST 83TH AVENUE MERRILLVILLE IN 46410 351587902 501(C)(3) 46099 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) 105561 ALICE STRATEGY GRANT PLUS $511 DESIGNATED BY DONOR CATHOLIC CHARITIES DIOCESE OF GARY 940 BROADWAY GARY IN 46402 351122204 501(C)(3) 65213 $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) 50210 ALICE STRATEGY GRANT PLUS $210 DESIGNATED BY DONOR GREATER HAMMOND COMMUNITY SERVICES 824 HOFFMAN STREET HAMMOND IN 46327 351398205 501(C)(3) 75000 $65,000 BASIC NEEDS GRANT AND $10,000 HAND UP GRANT HAVEN HOUSE PO BOX 508 HAMMOND IN 46325 351725951 501(C)(3) 20489 ANNUAL ALLOCATION PLUS $489 DESIGNATED BY DONOR MEALS ON WHEELS OF NORTHWEST INDIANA INC 8446 VIRGINIA STREET MERRILLVILLE IN 46410 311168281 501(C)(3) 44285 BASIS NEEDS GRANT PLUS $742 DESIGNATED BY DONOR MENTAL HEALTH AMERICA OF LAKE COUNTY 5311 HOHMAN AVENUE HAMMOND IN 46320 351014213 501(C)(3) 25173 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) 40000 FUNDING FOR AREA 2-1-1 CALL CENTER NWI SPECIAL EDUCATION COOPERATIVE 2150 W 97TH PLACE CROWN POINT IN 46307 351396399 GOVERNMENTAL INSTR. 30077 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) 40253 $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) 51594 BASIC NEEDS GRANT PLUS $7,094 DESIGNATED BY DONOR TRADEWINDS 3198 E 83RD PLACE MERRILLVILLE IN 46410 351139485 501(C)(3) 133356 ALICE STRATEGY GRANT PLUS $377 DESIGNATED BY DONOR UNITED WAY OF PORTER COUNTY 951 EASTPORT CENTRE DRIVE VALPARAISO IN 46383 356006484 501(C)(3) 6017 DESIGNATED BY DONOR HEALTHLINC INC 2401 VALLEY DRIVE VALPARAISO IN 46383 352147791 501(C)(3) 20000 BASIC NEEDS GRANT THE METHODIST HOSPITALS FOUNDATION INC 600 GRANT STREET GARY IN 46402 271495289 501(C)(3) 150000 ALICE STRATEGY GRANT LIFE CHURCH INTERNATIONAL 5050 VERMONT STREET GARY IN 46409 271641305 501(C)(3) 5000 ALICE STRATEGY GRANT 17 0 PART I, LINE 2: 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. 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.