2018-03-26T15:24:16-05:00 2017-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2016-07-01 350996148 UNITED WAY OF DELAWARE COUNTY INDIANA INC UNIT 7652885586 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 JENNIFER MARSH PRESIDENT AND CEO 7652885586 2018-03-02 1 JOHN D MARTIN CPA P00321694 7652843384 2018-03-01 12.175.232.82 2018-03-02 05:13:00 ES P 05C9D8836E65FDDD7A29A17C17D17F8954A2C4D0 3F919707EC5DD0880B10968948B932279B6F7A8F 2016 2021-01-29 14:40:06Z JENNIFER MARSH 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 1655321 0 X WWW.INVITEDTOLIVEUNITED.ORG X 1925 IN SEE ATTACHED SCHEDULE O 15 15 8 447 0 0 1384112 1497563 52717 45951 62765 55495 -47854 41332 1451740 1640341 931296 860803 0 0 345157 356276 0 0 134679 352014 366237 1628467 1583316 -176727 57025 3634576 3579331 967254 784380 2667322 2794951 X WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. 0 0 1201418 860803 13232 UNITED WAY OF DELAWARE COUNTY (UWDC) UNITES DONORS, VOLUNTEERS AND ADVOCATES WITH A GOAL TO END GENERATIONAL POVERTY IN OUR COMMUNITY. NEARLY HALF OF DELAWARE COUNTY HOUSEHOLDS STRUGGLE (1:5 LIVE IN POVERTY AND MORE THAN 1:4 HOUSEHOLDS ARE WORKING YET LIVING ONE CRISIS AWAY FROM SLIDING INTO POVERTY). THROUGH COMMUNITY INVESTMENTS, AS WELL AS DIRECT SERVICE PROGRAMS, UWDC POSITIVELY IMPACTS THE QUALITY OF LIFE FOR ALL WHO RESIDE IN DELAWARE COUNTY. POSITIONED TO ASSESS THE WHOLE COMMUNITY, UWDC IDENTIFIES GAPS IN SERVICES AVAILABLE TO THOSE IN NEED AND ALIGNS EFFORTS WITH PROVEN PROGRAMS AND PARTNERS TO ADDRESS THOSE GAPS. BY TAKING THIS BROAD VIEW, UWDC NOT ONLY MEETS IMMEDIATE NEEDS, BUT ALSO ATTACKS ROOT CAUSES IN AN EFFORT TO PREVENT FUTURE PROBLEMS. 96371 32719 THE INDIANA NONPROFIT RESOURCE NETWORK-EASTERN REGION (INRN) SERVES NINETEEN COUNTIES IN THE EASTERN REGION OF INDIANA BY STRENGTHENING NONPROFITS WITH CAPACITY-BUILDING OPPORTUNITIES. INRN DELIVERS PRACTICAL, EASY-TO-USE INFORMATION FOR ALL LEVELS OF NONPROFIT STAFF AND VOLUNTEERS. SERVICES INCLUDE: WORKSHOPS AND WEBINARS; CONSULTING AND CUSTOM TRAINING SERVICES; EXECUTIVE COACHING; TECHNICAL ASSISTANCE; AND LIBRARY RESOURCES. INRN'S SERVICES PROVIDE AFFORDABLE, ACCESSIBLE, HIGH-QUALITY PUBLIC AND PRIVATE WORKSHOPS; BOARD RETREATS; CONSULTATIONS; AND RESOURCE REFERRALS. WORKSHOPS OFFERED INCLUDE: BOARD GOVERNANCE; STRATEGIC PLANNING; RESOURCE DEVELOPMENT AND FUNDRAISING; STAFF AND VOLUNTEER MANAGEMENT; PROGRAM OUTCOMES AND EVALUATION; AS WELL AS MARKETING AND COMMUNICATIONS. THIS PROGRAM IS PROVIDED IN PARTNERSHIP WITH THE INDIANA UNITED WAYS. 1297789 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X JENNIFER MARSH 7652885586 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 CHRIS CALDWELL CHAIR 1.00 X X 0 0 0 MARCHAL HUDSON INCOMING CHAIR 1.00 X X 0 0 0 JENNIFER DUDLEY SECRETARY/TREASURER 1.00 X X 0 0 0 MARY LEWELLEN PAST CHAIR 1.00 X X 0 0 0 MARK ADAMS DIRECTOR 1.00 X 0 0 0 CARRIE BALE DIRECTOR 1.00 X 0 0 0 TERESA CLEMMONS DIRECTOR 1.00 X 0 0 0 DEBBIE EDWARDS-THOMPSON LABOR CHAIR 1.00 X 0 0 0 NEIL GIFFORD MARKETING CO-CHAIR 1.00 X 0 0 0 TONY HARVEY DIRECTOR 1.00 X 0 0 0 STEVE MOORE DIRECTOR 1.00 X 0 0 0 JIM RIGGLE DIRECTOR 1.00 X 0 0 0 BRIAN SCOTT DIRECTOR 1.00 X 0 0 0 TERRY WHITT-BAILEY CAMPAIGN CHAIR 1.00 X 0 0 0 KEVIN WOEHLER DIRECTOR 1.00 X 0 0 0 JENNIFER MARSH EXECUTIVE DIRECTOR 40.00 X 86785 0 15395 86785 0 15395 0 0 0 0 0 1497563 2996 1497563 NRN PROGRAM FEES 611430 32719 32719 SERVICE FEES 561000 13232 13232 45951 53000 53000 2495 0 2495 2495 2495 13016 14980 -1964 -1964 CHANGE IN BENEFICIAL INTEREST AT 900099 42667 42667 MISCELLANEOUS INCOME 900099 629 629 43296 1640341 45951 0 96827 860803 860803 102592 68777 11070 22745 195954 131364 21143 43447 10385 7021 1101 2263 26140 13956 3988 8196 21205 13693 2459 5053 45370 45370 11219 11219 38697 20910 17182 605 63806 39500 7547 16759 30613 18631 3927 8055 638 354 93 191 32016 17737 4674 9605 4749 3383 447 919 9734 7238 721 1775 15837 15837 5848 3240 854 1754 6443 2852 2047 1544 CAMPAIGN EVENTS & PROG 93466 83583 42 9841 DUES AND SUBSCRIPTIONS 5486 2963 781 1742 MISCELLANEOUS 2279 1748 346 185 GRANT EXPENSE 36 36 1583316 1297789 150848 134679 1382604 1222313 429418 391102 425510 412568 877 0 17289 15818 80782 62231 23741 18551 422259 493490 460332 515572 472546 509917 3634576 3579331 66324 79473 900930 704907 967254 784380 X 1995867 2034055 198909 250979 472546 509917 2667322 2794951 3634576 3579331 X 57025 70605 -1 X X 0 1 X 1 0 X 1727586 1697328 1971642 1384112 1514063 8294731 1727586 1697328 1971642 1384112 1514063 8294731 1113992 7180739 71526 131194 18186 44899 53000 318805 19425 12617 975 -47365 43296 28948 8642484 216073 0.83090 0.83960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 533893 100 62431 19864 576560 581776 100 -20944 27039 533893 593718 100 5327 17369 581776 553312 200 56814 16608 593718 521656 50 48663 17057 553312 0.00000 0.88440 0.11560 1 0 80782 62231 18551 18551 COMMUNITY FOUNDATION STABILIZATION FUND 515572 F 515572 BENEFICIAL INTEREST IN ASSETS HELD 509917 509917 1598363 70605 16500 14980 102085 1496278 11219 132844 144063 1640341 1470732 16500 14980 31480 1439252 11219 132845 144064 1583316 PART V, LINE 4: UNITED WAY OF DELAWARE COUNTY COMPLIES WITH FINANCIAL STATEMENT REPORTING REQUIREMENTS AND RECOGNIZES ITS RIGHT TO ASSETS HELD BY A RECIPIENT ORGANIZATION AS A BENEFICIAL INTEREST. ASSETS ARE MAINTAINED, ON BEHALF OF THE UNITED WAY OF DELAWARE COUNTY, BY A COMMUNITY FOUNDATION. FUNDS WITH THE FOUNDATION ARE GOVERNED BY A DESIGNATED ENDOWMENT AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, THE UNITED WAY OF DELAWARE COUNTY IS SPECIFIED AS THE BENEFICIARY OF EARNINGS AS DETERMINED BY THE FOUNDATION'S DISTRIBUTION POLICY. THE FOUNDATION HAS RETAINED VARIANCE AUTHORITY OVER THE FUNDS. DISTRIBUTIONS FROM THE FUNDS ARE UNRESTRICTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICATION 14,980. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 132,844. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICATION 14,980. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED DISTRIBUTIONS 132,844. ROUNDING ADJUSTMENT 1. DONOR DESIGNATED DISTRIBUTIONS THE RETURN INCLUDES DESIGNATED FUNDS AS CONTRIBUTIONS TO THE ORGANIZATION IN ORDER TO BE IN COMPLIANCE WITH THE UNITED WAY OF AMERICA "IMPLEMENTATION REQUIREMENTS FOR MEMBERSHIP STANDARD A, TAX EXEMPT STATUS & IRS FORM 990 REPORTING REQUIREMENTS". THE REPORTING OF DONOR DESIGNATED OR AGENCY TRANSACTIONS AS REVENUE AND EXPENSES ARE PROHIBITED BY GAAP FOR AUDITED FINANCIAL STATEMENTS. THE UNITED WAY OF AMERICA "IMPLEMENTATION REQUIREMENTS FOR MEMBERSHIP STANDARD A, TAX EXEMPT STATUS AND IRS FORM REPORTING REQUIREMENTS" REQUIRES DESIGNATED OR AGENCY TRANSACTIONS TO BE INCLUDED AS FORM 990 REVENUE AND EXPENSE TO REFLECT THE TRANSPARENCY OF THE TRANSACTIONS WITHIN THE ORGANIZATION. TRUCK PULL 7386 7386 CAMPAIGN EVENTS 4429 4429 208 10513 125 2241 2 1201 1201 1893 13016 13016 208 10513 125 4134 14980 -1964 0 A BETTER WAY 806 W JACKSON STREET MUNCIE IN 47308 350868081 501(C)(3) 60692 FUNDING ALLOCATION AND DESIGNATED FUNDING ALPHA CENTER 315 S MONROE STREET MUNCIE IN 47305 351417901 501(C)(3) 14792 FUNDING ALLOCATION AND DESIGNATED FUNDING BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVENUE MUNCIE IN 47304 356024566 501(C)(3) 30063 FUNDING FOR MUNCIE P3 PROGRAM BIG BROTHERS BIG SISTERS OF EAST CENTRAL INDIANA 220 N WALNUT STREET MUNCIE IN 47305 351276651 501(C)(3) 22456 FUNDING ALLOCATION AND DESIGNATED FUNDING BRIDGES COMMUNITY SERVICES 318 W EIGHT STREET MUNCIE IN 47308 351956251 501(C)(3) 27534 FUNDING ALLOCATION AND DESIGNATED FUNDING BULEY COMMUNITY CENTER 1111 N PENN STREET MUNCIE IN 47303 270789850 501(C)(3) 30967 FUNDING ALLOCATION AND DESIGNATED FUNDING CANCER SERVICES OF EAST CENTRAL INDIANA 401 W JACKSON STREET MUNCIE IN 47308 350988703 501(C)(3) 13732 FUNDING ALLOCATION AND DESIGNATED FUNDING CHRISTIAN MINISTRIES OF DELAWARE COUNTY INC PO BOX 1088 MUNCIE IN 47305 311179990 501(C)(3) 6847 FUNDING ALLOCATION GOODWILL INDUSTRIES OF CENTRAL INDIANA INC 1635 W MICHIGAN ST INDIANAPOLIS IN 46222 350893506 501(C)(3) 16757 FUNDING ALLOCATION HOME SAVERS OF DELAWARE COUNTY PO BOX 89 MUNCIE IN 47308 351923351 501(C)(3) 12474 FUNDING ALLOCATION AND DESIGNATED FUNDING HUFFER MEMORIAL CHILDREN'S CENTER 2000 N ELGIN STREET MUNCIE IN 47308 351275252 501(C)(3) 81851 FUNDING ALLOCATION AND DESIGNATED FUNDING INDIANA NONPROFIT RESOURCE NETWORK-EASTERN REGION 400 N HIGH STREET MUNCIE IN 47305 350996148 501(C)(3) 6000 PROGRAM SUPPORT LIFESTREAM SERVICES PO BOX 308 YORKTOWN IN 47396 351356741 501(C)(3) 26234 FUNDING ALLOCATION AND DESIGNATED FUNDING MEALS ON WHEELS 2401 W UNIVERSITY AVENUE MUNCIE IN 47308 237160756 501(C)(3) 20934 FUNDING ALLOCATION AND DESIGNATED FUNDING MOTIVATE OUR MINDS INC PO BOX 384 MUNCIE IN 47308 351734264 501(C)(3) 23763 FUNDING ALLOCATION AND DESIGNATED FUNDING DELAWARE COUNTY BY5 EARLY CHILDHOOD INITIATIVE INC PO BOX 807 MUNCIE IN 47305 352149845 501(C)(3) 17748 FUNDING ALLOCATION MUNCIE BOYS & GIRLS CLUB 1710 S MADISON STREET MUNCIE IN 47308 350869060 501(C)(3) 24722 FUNDING ALLOCATION, DESIGNATED FUNDING AND OPERATING SUPPORT MUNCIE MISSION MINISTRIES 1725 S LIBERTY STREET MUNCIE IN 47308 350869061 501(C)(3) 6273 FUNDING ALLOCATION AND DESIGNATED FUNDING OPEN DOOR HEALTH SERVICES 3715 S MADISON STREET MUNCIE IN 47308 352018494 501(C)(3) 66745 FUNDING ALLOCATION AND DESIGNATED FUNDING PATHSTONE HOUSING CORP 1917 W ROYAL DRIVE MUNCIE IN 47304 160984913 501(C)(3) 80411 FUNDING ALLOCATION AND DESIGNATED FUNDING PROJECT LEADERSHIP DELAWARE COUNTY 2500 N ELGIN STREET MUNCIE IN 47303 311117791 501(C)(3) 17567 FUNDING ALLOCATION AND DESIGNATED FUNDING ROSS COMMUNITY CENTER 1110 W 10TH STREET MUNCIE IN 47302 452050287 501(C)(3) 6554 FUNDING ALLOCATION AND DESIGNATED FUNDING SALVATION ARMY 1015 N WHEELING AVENUE MUNCIE IN 47303 363167910 501(C)(3) 19593 FUNDING ALLOCATION AND DESIGNATED FUNDING SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA 6621 OLD STATE ROAD 3 MUNCIE IN 47308 311111795 501(C)(3) 17231 FUNDING ALLOCATION, DESIGNATED FUNDING AND MERGER SUPPORT UNITED DAYCARE CENTER 312 S VINE STREET MUNCIE IN 47308 350868143 501(C)(3) 75931 FUNDING ALLOCATION AND DESIGNATED FUNDING YOUTH OPPORTUNITY CENTER 3700 W KILGORE AVENUE MUNCIE IN 47304 351805697 501(C)(3) 6172 DESIGNATED FUNDING YMCA 500 S MULBERRY STREET MUNCIE IN 47308 350868215 501(C)(3) 50408 FUNDING ALLOCATION AND DESIGNATED FUNDING YWCA 310 W CHARLES STREET MUNCIE IN 47305 350868225 501(C)(3) 28139 FUNDING ALLOCATION, DESIGNATED FUNDING AND BOILER 28 0 X 2996 COST X 2 24089 FMV SALES PROCEEDS X RADIO ADVERTISING 1 15000 VALUE OF ADVERTISING 0 0 0 FORM 990, PART I, LINE 1, ORGANIZATION'S MISSION: WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. FORM 990, PART VI, SECTION A, LINE 6 UNITED WAY OF DELAWARE COUNTY, INC. BY-LAWS STATE THAT MEMBERSHIP SHALL CONSIST OF ONLY THE MEMBERSHIP OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING THE FINAL FORM 990. BOARD MEMBERS REVIEWED THE FORM 990 FOR ACCURACY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY ALL BOARD MEMBERS AND EMPLOYEES. BOARD MEMBERS ARE NOT ALLOWED TO VOTE ON ANY ISSUES IN WHICH THEY HAVE OR MAY APPEAR TO HAVE A CONFLICT OF INTEREST. EACH BOARD MEMBER DISCLOSES ANY OTHER BOARD POSITIONS HELD PRIOR TO VOTING. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND KEY EMPLOYEES' PERFORMANCE APPRAISALS ARE DETERMINED BY A SPECIAL COMMITTEE MADE UP OF BOARD MEMBERS. COMPENSATION IS BASED ON OVERALL JOB PERFORMANCE AND BENCHMARKS DETERMINED BY THE BOARD. PAY SCALES ARE BASED ON SIMILAR POSITIONS AND PERFORMANCE STANDARDS IN THE NOT-FOR-PROFIT SECTOR. THE EXECUTIVE DIRECTOR PERFORMS EMPLOYEE PERFORMANCE APPRAISALS FOR ALL OTHER EMPLOYEES OF THE ORGANIZATION. ALL PAY RAISES AND BENEFIT PACKAGES ARE APPROVED BY THE BOARD PRIOR TO IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAIABLE UPON REQUEST AND ALSO AT GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING ADJUSTMENT -1. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS. FORM 990, PART V, LINES 7G AND 7H: THE ORGANIZATION HAD NO CONTRIBUTIONS OF INTELLECTUAL PROPERTY, CARS, BOATS, AIRPLANES, OR OTHER VEHICLES.