2019-08-07T14:04:34-05:00 2018-12-31 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990 2018-01-01 237170019 LAKE AREA UNITED WAY INC LAKE 2199232302 221 WEST RIDGE ROAD GRIFFITH IN 46319 LISA DAUGHERTY PRESIDENT/CEO 2199232302 2019-07-29 1 RUTH BEST P00163310 2197693616 75.145.162.213 2019-07-29 10:17:13 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2A27C89A7DC274A4DFDB45076CE7E9695F056068 2018 2019-02-21 02:37:17Z LISA DAUGHERTY 221 WEST RIDGE ROAD GRIFFITH IN 46319 2414969 0 X WWW.LAUW.ORG X 1972 IN TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. 28 28 10 947 0 0 3340828 2337604 2829 0 19427 1336 54520 17965 3417604 2356905 1883015 1222032 0 0 866601 691125 0 0 234195 632689 420415 3382305 2333572 35299 23333 1891087 1743707 1229535 1245277 661552 498430 TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY TO ADVANCE THE COMMON GOOD. 0 0 1222032 1222032 ALLOCATIONS TO UNITED WAY AGENCIES - PRIMARY FUNCTION OF UNITED WAY ORGANIZATION 532573 37170 PLANNING AND ALLOCATION - ASSESSING COMMUNITY NEEDS AND DETERMINING ALLOCATION PLANS 1754605 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 3 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 IN IL X X LISA DAUGHERTY 2199232302 221 W RIDGE ROAD GRIFFITH IN 46319 JOHN P KENNEDY TRUSTEE 1.00 X 0 0 0 AARON MCDERMOTT TRUSTEE 1.00 X 0 0 0 ALLEN M SPAJER TRUSTEE 1.00 X 0 0 0 MARLON R MITCHELL TRUSTEE 1.00 X 0 0 0 DAN MURCHEK TRUSTEE 1.00 X 0 0 0 MATT SALTANOVITZ PAST CHAIRMAN 1.00 X X 0 0 0 DAVE KOESTER TRUSTEE 1.00 X 0 0 0 MICHAEL JASAITIS TRUSTEE 1.00 X 0 0 0 MARK TADE TRUSTEE 1.00 X 0 0 0 RICHARD CIONI TRUSTEE 1.00 X 0 0 0 CHRISTOPHER WHITE VICE CHAIR 1.00 X X 0 0 0 SHERRI ZILLER CHAIRWOMAN 1.00 X X 0 0 0 MARIJO DLUZAK TRUSTEE 1.00 X 0 0 0 JOHN GAUDERMAN TRUSTEE 1.00 X 0 0 0 BISHOP DONALD HYING TRUSTEE 1.00 X 0 0 0 DENISE CONLON TRUSTEE 1.00 X 0 0 0 THOMAS KEON TRUSTEE 1.00 X 0 0 0 EVELYN MORRISON TRUSTEE 1.00 X 0 0 0 JULIAN MARSH TRUSTEE 1.00 X 0 0 0 FRANK MRVAN TRUSTEE 1.00 X 0 0 0 DELISA ROSETTI TRUSTEE 1.00 X 0 0 0 MARISA SMOLJAN TREASURER 1.00 X X 0 0 0 JIM DYE TRUSTEE 1.00 X 0 0 0 TOM MCDERMOTT SR TRUSTEE 1.00 X 0 0 0 MIKE SCHNEIDER TRUSTEE 1.00 X 0 0 0 JEFF STRACK TRUSTEE 1.00 X 0 0 0 PHIL TAILLON TRUSTEE 1.00 X 0 0 0 LOUIE GONZALEZ 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 90761 0 30102 226313 0 35102 1 0 0 0 0 56985 2280619 2337604 19243 19243 5571 0 23478 5571 -23478 -17907 -17907 4085 56985 34586 -30501 -30501 MISCELLANEOUS 900099 48466 37170 11296 48466 2356905 37170 0 -17869 1222032 1222032 261325 70276 148883 42166 298692 205521 49314 43857 24486 12670 4604 7212 60173 36886 10466 12821 46449 21344 14411 10694 26294 26294 5854 5854 37279 13432 5171 18676 23827 9491 3874 10462 81148 9862 4769 66517 9384 4490 2605 2289 15237 9327 1201 4709 19873 9857 5753 4263 43 43 16455 11758 2473 2224 12029 5959 3308 2762 OTHER COMUNITY IMPACT I 94778 94778 UNITED WAY DUES 46475 46475 MISCELLANEOUS 13467 2092 9949 1426 BUILDING AND GROUNDS MA 9241 4379 2541 2321 9031 4597 2638 1796 2333572 1754605 344772 234195 93607 96591 564211 656540 630500 431163 25358 61218 441933 298195 180378 143738 397033 354457 1891087 1743707 115396 50993 9655 5015 1104484 1189269 1229535 1245277 X -711574 -761594 1373126 1260024 0 661552 498430 1891087 1743707 X 23333 -44470 -141985 X X 0 1 X 1 0 X 4692349 3033105 3578070 3340828 2337604 16981956 4692349 3033105 3578070 3340828 2337604 16981956 4152989 12828967 12944 14023 13618 17570 19243 77398 46604 27566 46999 64963 48466 234598 17293952 28426 0.74180 0.76530 X 397033 472 -22593 14590 5855 354467 354971 5317 56112 13672 5695 397033 331513 11438 28241 4689 11532 354971 356738 330 -4150 16206 5199 331513 353855 5347 17892 15366 4990 356738 0.84390 0.15610 1 0 83934 83934 248262 201592 46670 109737 96603 13134 143738 LEGACY FOUNDATION 354457 F 354457 ACCRUED PENSION LIABILITY 1189269 1189269 X 2274083 -44470 66785 22315 2251768 5854 99283 105137 2356905 2295220 66785 34585 101370 2193850 5854 133868 139722 2333572 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. THE CURRENT AND THREE PRIOR TAX PERIODS REMAIN SUBJECT TO EXAMINATION BY TAXING JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PASSTHROUGH REVENUE NOT INCLUDABLE IN FINANCIAL STATEMENTS 133,868. FUNDRAISING EXPENSES -34,585. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 34,585. PART XII, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED PASSTHROUGH EXPENSES NOT INCLUDABLE IN FINANCIAL STATEMENTS 133,868. DODGEBALL 11138 11138 1208 OVER THE EDGE 49932 45847 4085 29900 342 806 2330 61070 56985 4085 29900 342 806 3538 34586 -30501 1 AMERICAN RED CROSS - LAKE COUNTY 791 EAST 83TH AVENUE MERRILLVILLE IN 46410 351587902 501(C)(3) 112752 ANNUAL ALLOCATION BOY SCOUTS OF AMERICA CALUMET COUNCIL 8751 CALUMET AVENUE MUNSTER IN 46321 350867968 501(C)(3) 26000 ANNUAL ALLOCATION PLUS $5,000 DESIGNATED BY DONOR BOYS AND GIRLS CLUBS OF NWI 8392 MISSISSIPPI STREET 2ND FLOOR MERRILLVILLE IN 46410 350941137 501(C)(3) 120000 ANNUAL ALLOCATION PLUS $10,000 DESIGNATED BY DONOR CAMPAGNA ACADEMY 7403 CLINE AVENUE SCHERERVILLE IN 46375 351068483 501(C)(3) 2289 ALLOCATION DESIGNATED BY DONOR CATHOLIC CHARITIES DIOCESE OF GARY 940 BROADWAY GARY IN 46402 351122204 501(C)(3) 145124 ANNUAL ALLOCATION PLUS $5,000 DESIGNATED BY DONOR CRISIS CENTER 101 N MONTGOMERY GARY IN 46403 351324480 501(C)(3) 21200 ANNUAL ALLOCATION CROSSROADS YMCA 2148 SUPERIOR AVENUE GRIFFITH IN 46319 351369437 501(C)(3) 32000 ANNUAL ALLOCATION PLUS $41,045 DESIGNATED BY DONOR FONDOS UNIDOS DE PUERTO RICO INC PO BOX 191914 SAN JUAN PR 00919 660269222 501(C)(3) 10177 ALLOCATION DESIGNATED BY DONOR GARY NEIGHBORHOOD SERVICES 300 W 21ST AVENUE GARY IN 46407 351188882 501(C)(3) 34000 ANNUAL ALLOCATION GIRL SCOUTS OF GREATER CHICAGO AND NWI 20 SOUTH CLARK ST CHICAGO IN 60603 363871241 501(C)(3) 40800 ANNUAL ALLOCATION GREATER HAMMOND COMMUNITY SERVICES 824 HOFFMAN STREET HAMMOND IN 46327 351398205 501(C)(3) 69155 ANNUAL ALLOCATION PLUS $30,000 DESIGNATED BY DONOR HABITAT FOR HUMANITY NORTHWEST INDIANA INC 3777 COLFAX GARY IN 46408 561525939 501(C)(3) 450 ALLOCATION DESIGNATED BY DONOR HAVEN HOUSE PO BOX 508 HAMMOND IN 46325 351725951 501(C)(3) 23803 ANNUAL ALLOCATION HOBART FAMILY YMCA 601 WEST 40TH PLACE HOBART IN 46342 351382817 501(C)(3) 16800 ANNUAL ALLOCATION INDIANA LEGAL SERVICES INC 7863 BROADWAY MERRILLVILLE IN 46410 356059654 501(C)(3) 18720 ANNUAL ALLOCATION MEALS ON WHEELS OF NORTHWEST INDIANA INC 8446 VIRGINIA STREET MERRILLVILLE IN 46410 311168281 501(C)(3) 66586 ANNUAL ALLOCATION PLUS $5,000 DESIGNATED BY DONOR MENTAL HEALTH AMERICA OF LAKE COUNTY 5201 FOUNTAIN DRIVE SUITE 1 CROWN POINT IN 46307 351014213 501(C)(3) 50400 ANNUAL ALLOCATION PLUS $2,500 DESIGNATED BY DONOR NORTHWEST INDIANA COMMUNITY ACTION CORP (2-1-1) 5240 FOUNTAIN DRIVE CROWN POINT IN 46307 351112290 501(C)(3) 80000 FUNDING FOR AREA 2-1-1 CALL CENTER NWI SPECIAL EDUCATION COOPERATIVE 2150 W 97TH PLACE CROWN POINT IN 46307 351396399 GOVERNMENTAL INSTR. 40000 ALLOCATION DESIGNATED BY DONOR ST JUDE HOUSE 12490 MARSHALL STREET CROWN POINT IN 46307 351905782 501(C)(3) 28814 ANNUAL ALLOCATION THE CARING PLACE 150 LINCOLNWAY SUITE 3002 VALPARAISO IN 46383 310944075 501(C)(3) 12528 ANNUAL ALLOCATION THE SALVATION ARMY 8225 COLUMBIA AVENUE MUNSTER IN 46321 362167910 501(C)(3) 102158 ANNUAL ALLOCATION TRADEWINDS 3198 E 83RD PLACE MERRILLVILLE IN 46410 351139485 501(C)(3) 47882 ANNUAL ALLOCATION UNITED WAY OF METROPOLITAN CHICAGO 333 S WABASH AVE 30TH FLR CHICAGO IL 60604 300200478 501(C)(3) 10214 ALLOCATION DESIGNATED BY DONOR UNITED WAY OF PORTER COUNTY 951 EASTPORT CENTRE DRIVE VALPARAISO IN 46383 356006484 501(C)(3) 31202 VOLUNTEER ACTION CENTER URBAN LEAGUE OF NWI 3101 BROADWAY GARY IN 46409 351178594 501(C)(3) 22960 ANNUAL ALLOCATION YWCA OF NWI 150 WEST 15TH AVENUE GARY IN 46407 350868221 501(C)(3) 28000 ANNUAL ALLOCATION 27 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. PARENT TO AARON MCDERMOTT FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER 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 -141,985. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.