2018-11-08T16:18:01-06:00 2017-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2017-01-01 351658674 UNITY FOUNDATION OF LA PORTE COUNTY UNIT 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 MAGGI SPARTZ PRESIDENT 2198790327 2018-10-17 true THOMAS A ROBERTS P00997867 7652847554 2018-11-07 70.89.193.68 2018-11-07 14:00:25 P 0A49CA5AE9B8EDCDDA79C3494FA6589E6E931580 DFBD0137B5D312120DABF18E219BF6E89CF9C001 2017 2018-06-14 16:35:46Z MAGGI SPARTZ 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46361 7927736 false X WWW.UFLC.NET X 1991 IN UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. 15 15 10 130 0 3263941 1316850 357938 443534 635406 1587014 33667 61885 4290952 3409283 1583510 1185790 0 394557 410080 0 143653 918664 896767 2896731 2492637 1394221 916646 28999381 33060865 1634674 2231965 27364707 30828900 X UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. false false 676550 156770 ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER. 1185790 1185790 261683 GRANT MAKING: INVESTING GRANT FUNDS IN WORTHY NONPROFIT ORGANIZATIONS TO IMPROVE INDIVIDUAL AND COMMUNITY CONDITIONS, AND AWARDING SCHOLARSHIPS TO PROVIDE EDUCATIONAL AND VOCATIONAL OPPORTUNITIES TO AREA STUDENTS. 113651 25081 COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ISSUES ON ISSUES FACING LA PORTE COUNTY. 1975991 true true false false false true false false true true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 7 0 true 10 true false false false false false true true false false false false X 15 15 true false false false false false false true true false false true true true true true true true true false IN X X MARGARET SPARTZ 2198790327 422 FRANKLIN ST SUITE C MICHIGAN CITY IN 46360 PAUL APPLEGATE DIRECTOR 2.00 X 0 0 0 MICHAEL BRENNAN DIRECTOR 2.00 X 0 0 0 JAMES KAMINSKI DIRECTOR 2.00 X 0 0 0 ANGELA NELSON DEUITCH DIRECTOR 2.00 X 0 0 0 DR VIDYA KORA DIRECTOR 2.00 X 0 0 0 EDWARD VOLK VICE CHAIR 2.00 X X 0 0 0 MARY LOU LINNEN DIRECTOR 2.00 X 0 0 0 MARTI SWANSON TREASURER 2.00 X X 0 0 0 THOMAS EDWARDS SECRETARY 2.00 X X 0 0 0 ELIZABETH BERNEL DIRECTOR 2.00 X 0 0 0 RONALD RAGAINS DIRECTOR 2.00 X 0 0 0 JON GILMORE CO-CHAIR 2.00 X X 0 0 0 KIM SAUERS DIRECTOR 2.00 X 0 0 0 MICHELE MAGNUSON CO-CHAIR 2.00 X X 0 0 0 DIANA KABELIN CORLEY DIRECTOR 2.00 X 0 0 0 MAGGI SPARTZ PRESIDENT 50.00 X 100424 0 35321 100424 35321 1 false false false 1316850 143529 1316850 ADMINISTRATIVE FEE REVENUE 900099 414749 414749 RENTAL 28785 28785 443534 1065233 1065233 5040234 4518453 521781 521781 521781 SPECIAL EVENTS 36349 36349 PROJECT FEES 23721 23721 MISCELLANEOUS INCOME 1815 1815 61885 3409283 936530 1155903 965815 965815 219975 219975 100424 40170 45191 15063 225107 90042 101298 33767 59529 23812 26788 8929 25020 10008 11259 3753 414754 414754 29731 2973 26758 121915 121915 11561 11561 18492 7563 1664 9265 36692 14310 3302 19080 8046 4103 724 3219 11266 1127 5633 4506 20439 7971 1840 10628 40818 20409 20409 10277 4008 925 5344 PROGRAM EXPENSES 113651 113651 SPECIAL EVENTS 41221 16076 3710 21435 DONOR DEVELOPMENT 12361 4836 1078 6447 DUES AND SUBSCRIPTIONS 5543 2827 499 2217 2492637 1975991 372993 143653 1152118 734206 931 689678 63424 157592 626254 27539183 31495614 149557 204791 28999381 33060865 48014 39050 2020 2500 1584640 2190415 1634674 2231965 X 6268495 7277671 2970606 4788423 18125606 18762806 27364707 30828900 28999381 33060865 916646 2672448 -124901 X false true X true false X 994874 1118300 1755623 3263941 1316850 8449588 994874 1118300 1755623 3263941 1316850 8449588 2783193 5666395 691019 1094018 1785037 15500 24374 76595 33667 128233 278369 10512994 414749 0.53900 0.41110 X PART II, LINE 10 278,369 71 173984 187678 4686146 true true false false 27081097 614126 4171528 969742 16604 394997 30485408 22738156 3709510 2315310 1249088 95771 337020 27081097 20903104 2980190 377015 1103391 418762 22738156 20249885 653219 1305625 906281 399344 20903104 19178787 1071098 1378792 995168 383624 20249885 0.24000 0.64000 0.12000 false false 362220 362220 148510 148510 178948 63424 115524 626254 AGENCY ENDOWMENTS 1373797 LINE OF CREDIT 597147 CHARITABLE GIFT ANNUITY RESERVES 219471 2190415 X 5940408 2672448 66348 55705 2794501 3145907 263376 263376 3409283 2476215 66348 66348 2409867 82770 82770 2492637 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR COMMUNITY SUPPORT. SCHEDULE D, PAGE 3, PART X THE FOUNDATION 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 FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'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 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 55,705 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY ENDOWMENT INCOME 263,376 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY ENDOWMENT FUND EXPENSES 82,770 false BOYS AND GIRLS CLUB OF MICHIGAN CITY INC 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 56281 GEN OPER SUPPORT DUNEBROOK INC 7451 W JOHNSON RD MICHIGAN CITY IN 46360 351781854 501C3 19796 GEN OPER SUPPORT ECONOMIC DEVELOPMENT CORPORATION MICHIGAN CITY 2 CADENCE PARK PLAZA MICHIGAN CITY IN 46360 237258115 501C6 7156 RECEPTION/PROGRAMS FIRST UNITED METHODIST CHURCH OF LA PORTE 1225 MICHIGAN AVE LA PORTE IN 46350 7652 GEN OPER SUPPORT FRANCISCAN ALLIANCE FOUNDATION 2050 N MAIN ST SUITE A CROWN POINT IN 46307 352074283 501C3 12500 CANCER CARE GREATER LAPORTE ECONOMIC DEVELOPMENT CORPORATION 809 WASHINGTON ST SUITE A LA PORTE IN 46350 352146258 501C3 140269 ECONOMIC DEV PROJECT HEALTHCARE FOUNDATION OF LA PORTE PO BOX 517 LA PORTE IN 46352 810882387 501C3 20023 CANCER CARE/OPER. LUBEZNIK CENTER FOR THE ARTS 101 2ND ST MICHIGAN CITY IN 46360 310922379 501C3 9479 PROGRAMS/OPERATIONS JUNIOR ACHIEVEMENT OF NORTHERN INDIANA INC 601 NOBLE DR FORT WAYNE IN 46825 350922731 501C3 8055 GEN OPER SUPPORT LA LUMIERE SCHOOL PO BOX 5005 LA PORTE IN 463525005 351085350 501C3 35118 SCHOLARSHIP FUND LA PORTE COUNTY SMALL ANIMAL SHELTER 2855 W SR 2 LA PORTE IN 46350 GOV 59175 GEN OPER SUPPORT LA PORTE COUNTY SYMPHONY ORCHESTRA PO BOX 563 LA PORTE IN 46352 237378110 501C3 10695 CONCERTS/OPERATIONS LA PORTE FAMILY YMCA 901 MICHIGAN AVE LA PORTE IN 46350 350888651 501C3 28710 PROGRAMS/OPERATIONS LEADERSHIP LA PORTE COUNTY 809 WASHINGTON ST STE B LA PORTE IN 46350 311111819 501C3 21053 PROGRAMS/OPERATIONS MICHIGAN CITY AREA SCHOOLS 408 S CARROLL AVE MICHIGAN CITY IN 463605345 351100595 GOV 8200 PROMOTIONS/UNIFORMS MICHIGAN CITY PUBLIC LIBRARY 100 E 4TH ST MICHIGAN CITY IN 46360 356001872 501C3 5479 GEN OPER SUPPORT PURDUE NORTHWEST 1401 S US HWY 421 WESTVILLE IN 46391 356002041 GOV 43730 LITERACY/SPEAKER SALVATION ARMY OF LA PORTE PO BOX 208 LA PORTE IN 46352 381359297 GOV 8562 PROGRAMS/OPERATIONS SALVATION ARMY OF MICHIGAN CITY PO BOX 14 MICHIGAN CITY IN 463610014 362167910 12027 GEN OPER SUPPORT SAMARITAN COUNSELING CENTER INC PO BOX 9090 MICHIGAN CITY IN 463619090 310978990 501C3 15003 PROGRAMS/OPERATIONS ST JOHN'S UNITED CHURCH OF CHRIST 101 W ST JOHN RD MICHIGAN CITY IN 46360 131957221 14925 GEN OPER SUPPORT STEPPING STONE SHELTER FOR WOMEN PO BOX 1045 MICHIGAN CITY IN 46361 351801599 501C3 9520 FOOD ASST/OPERATIONS UNITED WAY OF LA PORTE COUNTY 422 FRANKLIN ST STE D MICHIGAN CITY IN 46360 350782893 501C3 22170 PROGRAMS/OPERATIONS YOUTH SERVICE BUREAU OF LA PORTE COUNTY 906 MICHIGAN AVE LA PORTE IN 46350 351376320 501C3 30828 SCHOOL BUDDIES/OPER ELEVEN FIFTY ACADEMY 12175 VISIONARY WAY FISHERS IN 46038 472662508 501C3 6000 COMMUNITY OUTREACH IVY TECH FOUNDATION 50 W FALL CREEK PKWY N DR INDIANAPOLIS IN 46208 237073977 501C3 18653 EDUCATION LA PORTE COUNTY PUBLIC LIBRARY 904 INDIANA AVE LA PORTE IN 46350 356001770 GOV 9540 EDUCATION SUPPLIES LA PORTE COUNTY FAMILY YMCA MICHIGAN CITY 1203 SPRING ST DOOR K MICHIGAN CITY IN 46360 350886851 501C3 9000 PROGRAMS/OPERATIONS LAKE HILLS STEM MAGNET SCHOOL 201 FERGUSON RD MICHIGAN CITY IN 46360 201030236 GOV 5920 EDUCATION LAPORTE HOSPITAL FOUNDATION PO BOX 250 LA PORTE IN 46352 319527775 501C3 14000 CANCER CARE MCHS ATHLETIC BOOSTER CLUB INC 4945 N BLECK ROAD MICHIGAN CITY IN 46360 351864541 501C3 5076 ATHLETICS NEW DAY FOUNDATION PO BOX 13 LA PORTE IN 46352 351565818 501C3 15000 CANCER CARE OPEN DOOR COMMUNITY ALLIANCE PO BOX 9726 MICHIGAN CITY IN 46361 351752290 501C3 6504 PROGRAMS/OPERATIONS REINS OF LIFE 55200 QUINCE RD SOUTH BEND IN 46619 310945572 501C3 10106 PROGRAMS/OPERATIONS SAINT MARY'S COLLEGE 110 LE MANS HALL NOTRE DAME IN 46556 237123955 501C3 10000 SCHOLARSHIP SINAI TEMPLE 2800 FRANKLIN ST MICHIGAN CITY IN 46360 237151522 6000 OPERATIONS SWANSON CENTER 7224 W 400 N MICHIGAN CITY IN 46360 351168040 501C3 7500 PROGRAMS/OPERATIONS THE SOCIAL & LEARNING INSTITUTE FOR THE DISADVANTAGED 201 E GARFIELD ST MICHIGAN CITY IN 46360 351403244 501C3 6144 PROGRAMS/OPERATIONS WOMEN'S CARE CENTER 512 MAPLE AVE LA PORTE IN 46350 351609945 501C3 19826 OPERATIONS 16 26 SCHOLARSHIPS 202 219975 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION STRIVES TO EMPLOY THE HIGHEST STANDARDS OF GRANT MAKING, EMPLOYING FAIR AND UNBIASED CRITERIA, WHILE ADHERING TO THE PURPOSES OF EACH FUND. IN EVERY CASE, THE STAFF OF THE FOUNDATION SUPERVISES EACH GRANT REVIEW ENTITY TO ASSURE FAIRNESS AND OBJECTIVITY, WHILE RESPECTING THE CONTRIBUTIONS OF COMMITTED VOLUNTEERS. EVERY GRANT IS APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. X 1 32915 APPRAISED X 7 110614 AVG HIGH/LOW DATE OF GIFT false true false FORM 990 - ORGANIZATION'S MISSION UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. FORM 990, PAGE 6, PART VI, LINE 2 JAMES KAMINSKI EDWARD VOLK PARTNER ATTORNEY BUSINESS RELATIONSHIP THOMAS EDWARDS MICHELE MAGNUSON PRESIDENT BOARD MEMBER BUSINESS RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B BEFORE FILING, AS SOON AS IT IS AVAILABLE, COPIES OF THE 990 ARE DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW AND IT IS THEN APPROVED AT THE NEXT BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C EVERY YEAR ALL STAFF MEMBERS, DIRECTORS, AND COMMITTEE MEMBERS MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. IF ANY CONFLICTS ARISE DURING THE YEAR, THEY ARE DISCUSSED AT REGULAR BOARD MEETINGS. IF A POTENTIAL ISSUE EXISTS, THE ISSUE IS RESOLVED WITH THE CONFLICTED MEMBER REMOVED FROM THE DISCUSSION AND SETTLEMENT OF THE ISSUE. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF COMPENSATION FOR THE PRESIDENT AND OTHER STAFF MEMBERS. DATA FROM THE INDIANA PHILANTHROPY ALLIANCE AND/OR THE COUNCIL ON FOUNDATIONS IS REVIEWED WHEN DETERMINING COMPENSATION. THE BOARD OF DIRECTORS GIFTS FINAL APPROVAL. FORM 990, PAGE 6, PART VI, LINE 15B SEE ABOVE. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 55,705 AGENCY ENDOWMENT INCOME -263,376 AGENCY ENDOWMENT FUND EXPENSES 82,770 TOTAL -124,901