2017-11-14T06:55:52-06:00 2016-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2016-01-01 351658674 UNITY FOUNDATION OF LA PORTE COUNTY UNIT 2198790327 PO BOX 527 MICHIGAN CITY IN 463610527 MAGGI SPARTZ PRESIDENT 2198790327 2017-11-13 true THOMAS A ROBERTS P00997867 7652847554 2017-11-13 0A49CA5AE9B8EDCDDA79C3494FA6589E6E931580 874908FC3E5677198983E1DAA0E7FD40744B6364 2016 2017-02-10 21:41:12Z MAGGI SPARTZ PO BOX 527 MICHIGAN CITY IN 46361 6978255 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. 16 16 14 130 0 1755623 3263941 357938 436227 635406 416260 33667 2608110 4290952 1097813 1583510 0 359174 394557 0 108416 651000 918664 2107987 2896731 500123 1394221 25741998 28999381 1322135 1634674 24419863 27364707 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 568551 82326 ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER. 1583510 1583510 232660 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. 285630 42952 COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ISSUES ON ISSUES FACING LA PORTE COUNTY. 2437691 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 14 true false false false false false true true false false false false X 16 16 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 PO BOX 527 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 CHAIR 2.00 X X 0 0 0 MARY LOU LINNEN DIRECTOR 2.00 X 0 0 0 JAMES JESSUP SECRETARY 2.00 X X 0 0 0 MARTI SWANSON TREASURER 2.00 X X 0 0 0 THOMAS EDWARDS DIRECTOR 2.00 X 0 0 0 ELIZABETH BERNEL DIRECTOR 2.00 X 0 0 0 RONALD RAGAINS DIRECTOR 2.00 X 0 0 0 JON GILMORE CHAIR 2.00 X X 0 0 0 KIM SAUERS DIRECTOR 2.00 X 0 0 0 MICHELE THOMPSON VICE CHAIR 2.00 X X 0 0 0 DIANA KABELIN CORLEY DIRECTOR 2.00 X 0 0 0 MAGGI SPARTZ PRESIDENT 50.00 X 98117 0 33102 98117 33102 false false false 3263941 2064475 3263941 ADMINISTRATIVE FEE REVENUE 900099 357938 357938 357938 691019 691019 2631690 2687303 -55613 -55613 -55613 PROJECT FEES 27024 27024 SPECIAL EVENTS 6090 6090 MISCELLANEOUS INCOME 553 553 33667 4290952 357938 669073 1397625 1397625 185885 185885 317011 126804 142655 47552 53653 21461 24144 8048 23893 9557 10752 3584 357934 357934 48407 4841 43566 115851 115851 7465 7465 26610 10580 2394 13636 20052 7820 1805 10427 16124 8223 1451 6450 8721 872 4361 3488 1423 555 128 740 1886 943 943 10289 4013 926 5350 PROGRAM EXPENSES 285630 285630 DONOR DEVELOPMENT 9370 3653 847 4870 SPECIAL EVENTS 5922 2310 533 3079 DUES AND SUBSCRIPTIONS 2980 1520 268 1192 2896731 2437691 350624 108416 63763 1152118 931 180198 22606 708795 157592 24874576 27539183 94864 149557 25741998 28999381 36747 48014 5000 2020 1280388 1584640 1322135 1634674 X 6099543 6268495 2540417 2970606 15779903 18125606 24419863 27364707 25741998 28999381 1394221 1740989 -190366 X false true X true false X 1675372 994874 1118300 1755623 3263941 8808110 1675372 994874 1118300 1755623 3263941 8808110 4837183 3970927 691019 691019 9186 15500 24374 76595 33667 159322 9658451 357938 0.41110 0.52720 X PART II, LINE 10 125,655 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69 352165 175163 4399187 true true false false 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 17551378 1627409 19178787 0.23000 0.70000 0.07000 false false 148510 148510 31688 22606 9082 157592 AGENCY ENDOWMENTS 1193191 CHARITABLE GIFT ANNUITY RESERVES 243989 LINE OF CREDIT 147460 1584640 X 5784589 1740989 -53695 1687294 4097295 193657 193657 4290952 2839745 2839745 56986 56986 2896731 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 2013, 2014, AND 2015 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 -53,695 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY ENDOWMENT INCOME 193,657 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY ENDOWMENT FUND EXPENSES 56,986 false BOYS AND GIRLS CLUB OF MICHIGAN CITY INC 321 DETROIT ST MICHIGAN CITY IN 46360 351992851 501C3 14727 GEN OPER SUPPORT CITIZENS CONCERNED FOR THE HOMELESS INC PO BOX 8612 MICHIGAN CITY IN 463618612 351842668 501C3 10613 OPERATIONS/PROGRAMS DUNEBROOK INC 7451 W JOHNSON RD MICHIGAN CITY IN 46360 351781854 501C3 17322 GEN OPER SUPPORT ECONOMIC DEVELOPMENT CORPORATION MICHIGAN CITY 2 CADENCE PARK PLAZA MICHIGAN CITY IN 46360 237258115 501C6 11380 RECEPTION/PROGRAMS FIRST UNITED METHODIST CHURCH OF LA PORTE 1225 MICHIGAN AVE LA PORTE IN 46350 7589 GEN OPER SUPPORT FRANCISCAN ALLIANCE FOUNDATION 2050 N MAIN ST SUITE A CROWN POINT IN 46307 352074283 501C3 12500 CANCER CARE HEALTHCARE FOUNDATION OF LA PORTE PO BOX 517 LA PORTE IN 46352 810882387 501C3 36610 CANCER CARE/OPER. LUBEZNIK CENTER FOR THE ARTS 101 2ND ST MICHIGAN CITY IN 46360 310922379 501C3 11803 PROGRAMS/OPERATIONS JUNIOR ACHIEVEMENT OF NORTHERN INDIANA INC 601 NOBLE DR FORT WAYNE IN 46825 350922731 501C3 8637 GEN OPER SUPPORT LA LUMIERE SCHOOL PO BOX 5005 LA PORTE IN 463525005 351085350 501C3 35289 SCHOLARSHIP FUND LA PORTE COUNTY CONSERVATION TRUST INC 188 APPALOOSA LN VALPARAISO IN 46383 351983598 501C3 8035 GEN OPER SUPPORT LA PORTE COUNTY SMALL ANIMAL SHELTER 2855 W SR 2 LA PORTE IN 46350 GOV 60650 GEN OPER SUPPORT LA PORTE COUNTY SYMPHONY ORCHESTRA PO BOX 563 LA PORTE IN 46352 237378110 501C3 15337 CONCERTS/OPERATIONS LA PORTE FAMILY YMCA 901 MICHIGAN AVE LA PORTE IN 46350 350888651 501C3 33922 PROGRAMS/OPERATIONS LA PORTE JAYCEES INC PO BOX 35 LA PORTE IN 46352 237160141 501C4 9000 SHOPPING TOUR LEADERSHIP LA PORTE COUNTY 809 WASHINGTON ST STE B LA PORTE IN 46350 311111819 501C3 19234 PROGRAMS/OPERATIONS MICHIGAN CITY AREA SCHOOLS 408 S CARROLL AVE MICHIGAN CITY IN 463605345 351100595 GOV 11244 PROMOTIONS/UNIFORMS MICHIGAN CITY MUNICIPAL BAND 616 THURMAN AVE MICHIGAN CITY IN 46360 GOV 14469 MUSIC/OPERATIONS MICHIGAN CITY PUBLIC LIBRARY 100 E 4TH ST MICHIGAN CITY IN 46360 356001872 501C3 6719 GEN OPER SUPPORT DOOR VILLAGE UNITED METHODIST CHURCH PO BOX 13 LA PORTE IN 46352 15000 CANCER CARE PARENTS & FRIENDS INC PO BOX 1657 LA PORTE IN 463521657 310990625 501C3 7748 PROGRAMS/OPERATIONS PURDUE NORTHWEST 1401 S US HWY 421 WESTVILLE IN 46391 356002041 GOV 11750 LITERACY/SPEAKER SALVATION ARMY OF LA PORTE PO BOX 208 LA PORTE IN 46352 381359297 GOV 8206 PROGRAMS/OPERATIONS SALVATION ARMY OF MICHIGAN CITY PO BOX 14 MICHIGAN CITY IN 463610014 362167910 8357 GEN OPER SUPPORT SAMARITAN COUNSELING CENTER INC PO BOX 9090 MICHIGAN CITY IN 463619090 310978990 501C3 9950 PROGRAMS/OPERATIONS ST JOHN'S UNITED CHURCH OF CHRIST 101 W ST JOHN RD MICHIGAN CITY IN 46360 131957221 14917 GEN OPER SUPPORT STATE STREET COMMUNITY CHURCH DBA THE PAX CENTER PO BOX 1814 LA PORTE IN 46352 270634163 6225 PROGRAMS/OPERATIONS STEPPING STONE SHELTER FOR WOMEN PO BOX 1045 MICHIGAN CITY IN 46361 351801599 501C3 16096 FOOD ASST/OPERATIONS UNITED WAY OF LA PORTE COUNTY 422 FRANKLIN ST STE D MICHIGAN CITY IN 46360 350782893 501C3 29214 PROGRAMS/OPERATIONS YOUTH SERVICE BUREAU OF LA PORTE COUNTY 906 MICHIGAN AVE LA PORTE IN 46350 351376320 501C3 20040 SCHOOL BUDDIES/OPER CITY OF LA PORTE 801 MICHIGAN AVE LA PORTE IN 46350 GOV 703360 COST LAND/IMPROV. UNITY PARK 24 7 SCHOLARSHIPS 164 185885 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 8 2064475 AVG HIGH/LOW AT GIFT DATE false false 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 THOMPSON 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 -53,695 AGENCY ENDOWMENT INCOME -193,657 AGENCY ENDOWMENT FUND EXPENSES 56,986 TOTAL -190,366