2020-09-24T15:15:13-05:00 2019-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2019-01-01 351132860 UNITED WAY OF BARTHOLOMEW COUNTY INC UNIT 8123763001 1531 13TH STREET NO 1100 COLUMBUS IN 472011302 MARK STEWART PRESIDENT 8123763001 2020-09-23 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2020-09-23 174.137.19.153 2020-09-23 16:25:13 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7C7B47936940A20FE0123DA9B400AB0E4818A817 2019 2021-01-29 14:40:06Z MARK STEWART 1531 13TH STREET NO 1100 COLUMBUS IN 472011302 4598300 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. 23 22 29 2506 0 0 4538955 4591398 0 0 2177 3543 490 0 4541622 4594941 3177617 3276128 0 0 818129 815800 0 0 272797 639611 516713 4635357 4608641 -93735 -13700 4610898 4271816 2037030 1701424 2573868 2570392 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 3993188 3276128 GRANTS AND SUPPORT TO CERTIFIED MEMBER SOCIAL SERVICE AGENCIES IN BARTHOLOMEW COUNTY. IN 2019, FUNDS WERE ALLOCATED TO 19 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 UNITEDIN16/18 104728 2-1-1 CALL FOR HELP IS A TELEPHONE BASED INFORMATION AND REFERRAL SERVICE THAT ONE CAN CONTACT TO GET HELP OR GIVE HELP WITHIN THE HUMAN SERVICES PROGRAM DELIVERY SYSTEM. 4167916 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 8 0 1 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 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 123404 0 34124 KIMBERLY D BENNETT SECRETARY/TREASURER 5.00 5.00 X X 0 0 0 PAUL MALONE CHAIR 5.00 X X 0 0 0 KARL KISSINGER VICE CHAIR 5.00 X X 0 0 0 DOUG OTTO EXECUTIVE DIRECTOR UWC 10.00 25.00 X X 22024 0 12050 CATHY BUENING-GRIFFIN DIRECTOR 5.00 X 0 0 0 MARTY LASURE DIRECTOR 5.00 X 0 0 0 KATHY OREN 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 CRUZ BAISA DIRECTOR 5.00 X 0 0 0 JEFF CROUSE DIRECTOR 5.00 X 0 0 0 SCOTT POLING DIRECTOR 5.00 X 0 0 0 MICHAEL SCHUBEL DIRECTOR 5.00 X 0 0 0 AIDA J RAMIREZ DIRECTOR 5.00 X 0 0 0 EDUARDO MARTINEZ DIRECTOR 5.00 X 0 0 0 LAURA C WENZLER DIRECTOR 5.00 X 0 0 0 GINGER LIRETTE DIRECTOR 5.00 X 0 0 0 ELAINE WAGNER DIRECTOR 5.00 X 0 0 0 CHRIS RAAF DIRECTOR 5.00 X 0 0 0 KRUTHI PARTHASARATHI DIRECTOR 5.00 X 0 0 0 ABBIE BUSH DIRECTOR 5.00 X 0 0 0 STEVE FORSTER DIRECTOR 5.00 X 0 0 0 145428 0 46174 1 0 1 0 0 117781 43105 4430512 4591398 6902 6902 3359 -3359 -3359 -3359 4594941 0 0 3543 3276128 3276128 191602 126958 16546 48098 513212 340306 40890 132016 59949 39444 7876 12629 51037 33931 4044 13062 24264 17929 3072 3263 111122 41629 37429 32064 2048 2048 29683 20230 4133 5320 45060 45060 6241 1606 3775 860 20007 8600 8634 2773 5500 5500 7327 386 6941 PARTNER/INITIATIVE INVE 74602 74602 DUES AND SUBSCRIPTIONS 59080 17669 26748 14663 PREMIUM LINK PREMIUMS 57733 57733 SCHOOL SUPPLY EXPENSE 25686 25686 48360 40019 2340 6001 4608641 4167916 167928 272797 2070244 2031170 84157 73381 2346333 2026923 3764 13283 56614 16481 35531 40133 70869 86926 4610898 4271816 14164 11963 199418 1823448 1689461 2037030 1701424 X 129844 122692 2444024 2447700 2573868 2570392 4610898 4271816 -13700 10224 0 X X 0 1 X 1 0 X 3487523 3427079 3488404 4538955 4591398 19533359 3487523 3427079 3488404 4538955 4591398 19533359 5974570 13558789 2537 4149 2701 2177 6902 18466 695 622 690 490 2497 19554322 0.69340 0.66860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56614 16481 40133 40133 DESIGNATIONS PAYABLE 1616080 ASSETS HELD FOR OTHERS 73381 1689461 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, 2019 AND 2018, 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. HOWEVER, THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. 1 AGING AND COMMUNITY SERVICES 501(C)(3) 19730 PROGRAM OPERATING COST ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION GREATER INDIANA CHAPT 351747836 501(C)(3) 20268 DONOR DESIGNATED FOR GENERAL SUPPORT AMERICAN CANCER SOCIETY 131788491 501(C)(3) 25648 DONOR DESIGNATED FOR GENERAL SUPPORT AMERICAN DIABETES ASSOCIATION INC 131623888 501(C)(3) 9042 DONOR DESIGNATED FOR GENERAL SUPPORT AMERICAN HEART ASSOCIATION 135613797 501(C)(3) 15773 DONOR DESIGNATED FOR GENERAL SUPPORT AMERICAN NATIONAL RED CROSS 530196605 501(C)(3) 22151 DONOR DESIGNATED FOR GENERAL SUPPORT ARC OF BARTHOLOMEW COUNTY INC 351009277 501(C)(3) 5519 DONOR DESIGNATED FOR GENERAL SUPPORT BARTHOLOMEW AREA LEGAL AID 501(C)(3) 50000 PROGRAM OPERATING COST BARTHOLOMEW COUNTY HUMANE SOCIETY 237282731 501(C)(3) 29401 DONOR DESIGNATED FOR GENERAL SUPPORT BIG BROTHERS BIG 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ANIMAL RESCUE EFFORT INC 352155065 501(C)(3) 15118 DONOR DESIGNATED FOR GENERAL SUPPORT COMMUNITY CHURCH OF COLUMBUS 351847110 501(C)(3) 7150 DONOR DESIGNATED FOR GENERAL SUPPORT COURT APPOINTED SPECIAL ADVOCATES (CASA) 501(C)(3) 158000 PROGRAM OPERATING COST CULVER EDUCATIONAL FOUNDATION 350868071 501(C)(3) 7354 DONOR DESIGNATED FOR GENERAL SUPPORT DEVELOPMENTAL SERVICES 501(C)(3) 30000 PROGRAM OPERATING COST ECUMENICAL ASSEMBLY OF BARTHOLOMEW COUNTY CHURCHES INC 356226589 501(C)(3) 50803 DONOR DESIGNATED FOR GENERAL SUPPORT FAMILY SCHOOL PARTERS 501(C)(3) 62000 PROGRAM OPERATING COST FAMILY SERVICES 501(C)(3) 160000 PROGRAM OPERATING COST FIRST UNITED METHODIST CHURCH FOUNDATION OF BLOOMINGTON INC 310945567 501(C)(3) 9600 DONOR DESIGNATED FOR GENERAL SUPPORT FOOD FOR THE POOR INC 592174510 501(C)(3) 9136 DONOR DESIGNATED FOR GENERAL SUPPORT FOUNDATION FOR YOUTH 501(C)(3) 390000 PROGRAM OPERATING COST GLEANERS FOOD BANK OF INDIANA INC 351843868 501(C)(3) 9449 DONOR DESIGNATED FOR GENERAL SUPPORT HERITAGE FUND OF BARTHOLOMEW COUNTY 351343903 501(C)(3) 18851 DONOR DESIGNATED FOR GENERAL SUPPORT HINDU SOCIETY OF SOUTHERN INDIANA INC 010949815 501(C)(3) 11153 DONOR DESIGNATED FOR GENERAL SUPPORT HOPE COMMUNITY CENTER 501(C)(3) 89258 PROGRAM OPERATING COST HOUSING PARTNERSHIPS INC 351807216 501(C)(3) 7515 DONOR DESIGNATED FOR GENERAL SUPPORT HUMAN SERVICES INC 501(C)(3) 189000 PROGRAM OPERATING COST ISLAMIC SOCIETY OF COLUMBUS INDIANA INC 204259510 501(C)(3) 7330 DONOR DESIGNATED FOR GENERAL SUPPORT JACKSON COUNTY UNITED WAY INC 351068832 501(C)(3) 45967 DONOR DESIGNATED FOR GENERAL SUPPORT JENNINGS COUNTY UNITED WAY INC 237215407 501(C)(3) 19813 DONOR DESIGNATED FOR GENERAL SUPPORT JUST FRIENDS 501(C)(3) 27000 PROGRAM OPERATING COST LIFEDESIGNS 501(C)(3) 20000 PROGRAM OPERATING COST LINCOLN CENTRAL NEIGHBORHOOD CENTER 501(C)(3) 50000 PROGRAM OPERATING COST MILL RACE CENTER INC (FORMERLY RETIREMENT FOUNDATION) 501(C)(3) 87000 PROGRAM OPERATING COST MISSION RESOURCE INTERNATIONAL INC 113675401 501(C)(3) 9054 DONOR DESIGNATED FOR GENERAL SUPPORT NEW SONG MISSION INC 800082755 501(C)(3) 7462 DONOR DESIGNATED FOR GENERAL SUPPORT NOBLE INC 350924720 501(C)(3) 12862 DONOR DESIGNATED FOR GENERAL SUPPORT OUR HOSPICE OF SOUTH CENTRAL INDIANA INC 351479425 501(C)(3) 37754 DONOR DESIGNATED FOR GENERAL SUPPORT PLANNED PARENTHOOD OF INDIANA AND KENTUCKY INC 350874276 501(C)(3) 13285 DONOR DESIGNATED FOR GENERAL SUPPORT REINS TO RECOVERY INC 262145180 501(C)(3) 6651 DONOR DESIGNATED FOR GENERAL SUPPORT RILEY CHILDREN'S FOUNDATION 350868147 501(C)(3) 16189 DONOR DESIGNATED FOR GENERAL SUPPORT SALVATION ARMY 362167910 501(C)(3) 10043 DONOR DESIGNATED FOR GENERAL SUPPORT SANS SOUCI 501(C)(3) 90000 PROGRAM OPERATING COST SHEPHERD COMMUNITY INC 351765846 501(C)(3) 6095 DONOR DESIGNATED FOR GENERAL SUPPORT ST ANTHONY OF PADUA CATHOLIC CHURCH MORRIS INC 351225802 501(C)(3) 7009 DONOR DESIGNATED FOR GENERAL SUPPORT ST BARTHOLOMEW CATHOLIC CHURCH COLUMBUS INC 350868940 501(C)(3) 9373 DONOR DESIGNATED FOR GENERAL SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 620646012 501(C)(3) 7604 DONOR DESIGNATED FOR GENERAL SUPPORT ST PETERS LUTHERAN CHURCH FOUNDATION 356072500 501(C)(3) 8740 DONOR DESIGNATED FOR GENERAL SUPPORT SU CASA 501(C)(3) 75000 PROGRAM OPERATING COST UNITED WAY OF CENTRAL INDIANA INC 351007590 501(C)(3) 76597 DONOR DESIGNATED FOR GENERAL SUPPORT UNITED WAY OF JOHNSON COUNTY INC 351082600 501(C)(3) 56018 DONOR DESIGNATED FOR GENERAL SUPPORT 61 0 X X X X 0 0 0 0 0 0 0 0 0 MARK STEWART PRESIDENT 112951 0 10453 0 0 0 6163 0 27961 0 157528 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE PRESIDENT OF THE ORGANIZATION, THE TREASURER OF THE BOARD OF DIRECTORS, AND AT LEAST ONE MEMBER OF THE FINANCE COMMITTEE. 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0