2019-05-09T09:06:11-05:00 2018-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2017-07-01 237220922 UNITED WAY OF MARSHALL COUNTY INC UNIT 5749363366 PO BOX 392 PLYMOUTH IN 46563 LINDA YODER EXECUTIVE DIRECTOR 5749363366 2019-05-02 true THOMAS A ROBERTS P00997867 7652847554 2019-05-02 70.89.193.68 2019-05-09 09:06:11 CD P F15C29664C85EFE791577C97B74553D445B5339A 20C28116CC0EF090675891422DC54104E998D85A 2017 2019-02-21 02:37:17Z LINDA YODER PO BOX 392 PLYMOUTH IN 46563 477138 false X WWW.MARSHALLCOUNTYUW.ORG X 1960 IN UNITED WAY OF MARSHALL COUNTY, INC. SERVES AS A LINK BETWEEN DONORS AND THE COMMUNITY OF MARSHALL COUNTY, INDIANA THROUGH WHICH INDIVIDUALS AND ORGANIZATIONS MAY SHARE THEIR RESOURCES IN ORDER TO ENHANCE THE QUALITY OF LIFE. UNITED WAY IS LOCALLY OWNED AND LOCALLY GOVERNED AND IS SUPPORTED PRIMARILY THROUGH DONOR CONTRIBUTIONS AND FUNDRAISING ACTIVITIES. 11 11 8 633 0 380602 462350 786 884 0 1287 5742 382675 468976 322003 217806 0 78712 80198 0 41622 91383 83881 492098 381885 -109423 87091 528312 588643 375531 316316 152781 272327 X TO INSPIRE OUR COMMUNITY TO INVEST ITS TIME, TALENTS AND TREASURES TO HELP OUR NEIGHBORHOOD MEET THE MOST BASIC NEEDS OF EDUCATION, HEALTH, AND INCOME BY IGNITING THE CARING POWER OF THE HUMAN SPIRIT. false false 237937 208338 THE UNITED WAY OF MARSHALL COUNTY, INC. CONDUCTS COUNTY-WIDE FUNDRAISING EFFORTS ANNUALLY TO SUPPORT OTHER LOCAL AGENCIES AND SERVICE PROVIDERS THAT ADDRESS HEALTH AND HUMAN SERVICES NEEDS IN MARSHALL COUNTY, INDIANA. THE ORGANIZATION IS DEDICATED TO PROVIDING FUNDS FOR CHARITABLE, EDUCATIONAL, AND PHILANTHROPIC PURPOSES. 13837 THE UNITED WAY OF MARSHALL COUNTY ESTABLISHED LONG TERM RECOVERY OPERATIONS IN FEBRUARY 2018 IN QUICK RESPONSE TO HISTORIC FLOODING IN MARSHALL COUNTY THAT IMPACTED TWO HUNDRED FIFTY HOUSEHOLDS. ONE HUNDRED THIRTEEN HOUSEHOLDS ENTERED CASE MANAGEMENT WITH SEVERAL FAMILIES DISPLACED, SOME FOR MONTHS. A STRONG COMMITTEE OF LOCAL LEADERS, WITH SUPPORT FROM THE 70-MEMBER INVOAD (INDIANA VOLUNTARY ORGANIZATIONS ACTIVE IN DISASTER) MET WEEKLY OVER THE NEXT ELEVEN MONTHS TO COORDINATE MORE THAN 800 VOLUNTEERS WHO COLLECTIVELY CONTRIBUTED 21,704 VOLUNTEER HOURS. IN ADDITION, THIS WORK HELPED SECURE 805,000 IN INDIVIDUAL ASSISTANCE SUPPORT FROM FEMA GRANTS AND SMALL BUSINESS ADMINISTRATION LOANS. WITH LOCAL CONTRIBUTIONS AND HELP FROM DISASTER RELIEF ORGANIZATIONS, TOTAL ASSISTANCE FOR INDIVIDUAL HOUSEHOLDS IN MARSHALL COUNTY WAS NEAR 1 MILLION. 11442 9468 THE WORK2GETHER GRANT FUNDS SUPPORT COMMUNITY ENGAGEMENT ON EDUCATION ISSUES. PILOT PROGRAMS FOR KINDERGARTEN COUNTDOWN WERE LAUNCHED IN 2015 AT FOUR ELEMENTARY SCHOOLS IN MARSHALL COUNTY. THESE PROGRAMS REACHED NEARLY 80 CHILDREN WHO HAD NOT HAD PREVIOUS EXPOSURE TO PRESCHOOL OR DAYCARE IN EFFORTS TO INCREASE THE NUMBER OF CHILDREN WHO ARE KINDERGARTEN-READY AND ON TRACK WITH THE PEERS ENTERING SCHOOL. THE GRANT ALSO SUPPORTS CONTINUING EDUCATION INITIATIVES INCLUDING PROJECT LEAD THE WAY AND THE MARSHALL COUNTY CAREER SUCCESS COALITION. 263216 true true false false false false false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 4 0 8 true false false false false false true true false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false IN X LINDA YODER 5749363366 2701 N MICHIGAN ST PLYMOUTH IN 46563 JEFFREY HOUIN PRESIDENT 2.50 X X 0 0 0 JUSTIN KUHN TREASURER 2.50 X X 0 0 0 RICHARD FEATHERSTONE SECRETARY 2.50 X X 0 0 0 CHRISTOPHER BERDAHL DIRECTOR 2.50 X 0 0 0 STEVEN BOYER DIRECTOR 2.50 X 0 0 0 TAMMY BOYS DIRECTOR 2.50 X 0 0 0 DON ECKER JR DIRECTOR 2.50 X 0 0 0 TRACY FOX DIRECTOR 2.50 X 0 0 0 RODNEY JACOBS DIRECTOR 2.50 X 0 0 0 LORETTA SCHMIDT DIRECTOR 2.50 X 0 0 0 SARAH SMITH DIRECTOR 2.50 X 0 0 0 LINDA YODER EXECUTIVE DI 15.00 X 32001 0 960 32001 960 false false false 462350 462350 SERVICE FEES 884 884 884 11027 8162 2865 2865 MISCELLANEOUS INCOME 561000 2877 2877 2877 468976 3761 2865 217806 217806 32001 11974 12434 7593 45747 17117 17776 10854 2450 642 1132 676 5331 5331 7465 7465 19729 1152 17425 1152 115 10 105 8900 2026 4036 2838 3959 1363 1397 1199 9303 1025 8278 4337 4337 1151 295 536 320 2178 571 1006 601 DUES & SUBSCRIPTIONS 10840 4895 3722 2223 CAMPAIGN EXPENSE 7034 1627 5407 MISCELLANEOUS 2530 2530 EQUIPMENT REPAIRS 1363 357 630 376 -354 -354 381885 263216 77047 41622 84666 123761 133439 147452 6204 7410 3253 4427 20574 18237 3489 2337 297261 303256 528312 588643 30096 8285 345435 308031 375531 316316 X 141366 151794 11415 120533 152781 272327 528312 588643 87091 8210 24245 X false true X true false X 483393 550579 584228 380602 462350 2461152 483393 550579 584228 380602 462350 2461152 7980 2453172 41720 182 41902 11618 12110 3400 19306 11027 57461 2560515 3761 0.95810 0.95400 X PART II, LINE 10 46,434 231595 18923 13489 1189 1911 233929 221130 23981 10096 1105 2315 231595 238093 2883 8240 9386 2220 221130 210413 25000 9660 3703 3277 238093 133528 62747 18232 3491 603 210413 1.00000 true false 20574 18237 2337 2337 L-T DESIGNATIONS PAYABLE 172868 DESIGNATIONS PAYABLE 135163 308031 X 427730 15118 24245 39363 388367 80609 80609 468976 308184 6908 8162 15070 293114 88771 88771 381885 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE FUND IS TO PROVIDE SUPPORT TO THE UNITED WAY OF MARSHALL COUNTY AS DIRECTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION. SUCH SUPPORT SHALL BE USED TO FURTHER THE CHARITABLE OR OTHER EXEMPT PURPOSES OF THE DESIGNATED AGENCY AND SHALL BE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE ORGANIZATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2014, 2015, AND 2016 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D AGENCY INVESTMENT INCOME 24,245 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 88,771 SPECIAL EVENT EXPENSES -8,162 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 8,162 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 88,771 true BEAMAN HOME 603 PARKER ST WARSAW IN 46581 351656375 501C3 6800 OPERATIONS BOYS AND GIRLS CLUB OF MARSHALL COUNTY 314 E JEFFERSON ST PLYMOUTH IN 46563 351955489 501C3 39600 YOUTH SERVICES CULVER BOYS AND GIRLS CLUB BOX 44 401 SCHOOL ST CULVER IN 46511 352130065 501C3 16500 AFTER SCHOOL PROGRAM MARSHALL COUNTY COUNCIL ON AGING 305 W HARRISON ST PLYMOUTH IN 46563 351522711 501C3 16000 SENIOR SERVICES MC NEIGHBORHOOD CENTER GIFT OF WARMTH BOX 353 402 W GARRO ST PLYMOUTH IN 46563 351539175 501C3 36000 COMMUNITY SERVICES WOMEN'S CARE CENTER BOX 703 PLYMOUTH IN 46563 351609945 501C3 16000 WOMENS' SERVICES 6 SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNITED WAY OF MARSHALL COUNTY, INC. MONITORS THE USE OF GRANT FUNDS THROUGH THE ALLOCATION PROCESS. AT THE END OF EACH YEAR, EACH FUNDED ORGANIZATION IS REQUIRED TO PROVIDE STATISTICAL INFORMATIONAL DATA REGARDING THE INDIVIDUALS SERVED AND THE PROGRAMS IMPLEMENTED PRIOR TO CONSIDERATION FOR CONTINUED FUNDING. FORM 990 THE ORGANIZATION SHARES EMPLOYEES WITH THE MARSHALL COUNTY COMMUNITY FOUND. FORM 990, PAGE 2, PART III, LINE 4B IN MARSHALL COUNTY WAS NEAR 1 MILLION. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION OBTAINS THE 990 FROM THE PAID TAX PREPARER. THE EXECUTIVE DIRECTOR REVIEWS THE 990. IF THE EXECUTIVE DIRECTOR HAS COMMENTS, SHE GIVES THEM TO THE TAX PREPARER. AFTER CONSIDERATION AND REVISION (IF NECESSARY), THE 990 IS SENT TO THE TREASURER, WHO IS ALSO THE HEAD OF THE FINANCE COMMITTEE. IF THE TREASURER HAS COMMENTS, THEY ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND WITH THE TAX PREPARER. AFTER THE EXECUTIVE DIRECTOR, TREASURER, AND TAX PREPARER FINALIZE A DRAFT OF THE 990, THE DRAFT IS SENT VIA E-MAIL OR VIA UNITED STATES POSTAL SERVICE FOR THOSE MEMBERS WHO DO NOT HAVE E-MAIL ACCOUNTS. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. A MASTER LIST OF ALL CONFLICTS OF INTEREST PERTAINING TO THE BOARD OF DIRECTORS IS PROVIDED TO THE BOARD PRESIDENT ANNUALLY. THE EXECUTIVE DIRECTOR AND PROGRAM OFFICER/ADMINISTRATIVE ASSISTANT ARE RESPONSIBLE FOR MONITORING THE PROCESS AND MAKING SURE ALL NECESSARY DOCUMENTS HAVE BEEN RETRIEVED AND PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. THE EXECUTIVE DIRECTOR IS EVALUATED ON GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR, AND ON OVERALL PERFORMANCE. THE BOARD OF DIRECTORS RECEIVES EVALUATION FORMS SO THAT EVERYONE CAN GIVE INPUT. THE EVALUATION FORMS ARE GATHERED BY THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE ANALYZES THE EVALUATIONS AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD THEN MEETS AND DISCUSSES THE RECOMMENDATION FOR THE COST OF LIVING INCREASE UNTIL COMPENSATION IS AGREED UPON. THE PRESIDENT THEN MEETS WITH THE EXECUTIVE DIRECTOR AND GOES OVER THE EVALUATION AND COMPENSATION SET BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA E-MAIL OR UNITED STATES POSTAL SERVICE. FORM 990, PART XI, LINE 9 AGENCY INVESTMENT INCOME 24,245 DONOR DESIGNATIONS -88,771 SPECIAL EVENT EXPENSES 8,162 SPECIAL EVENT EXPENSES -8,162 DONOR DESIGNATIONS 88,771 TOTAL 24,245