HEART OF INDIANA UNITED WAY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF INDIANA UNITED WAY INC (EIN 35-0996148)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349307034
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T13:49:51-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350905017 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITINGER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 W WHITE RIVER BLVD | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473033776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350996148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF DELAWARE COUNTY | BusinessNameLine1Txt |
| Business Name Line2 | INDIANA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 7652885586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N HIGH STREET SUITE 300 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MARSH | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 7652885586 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D MARTIN CPA | PreparerPersonNm |
| PTIN | P00321694 | PTIN |
| Phone | 7652843384 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER MARSH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N HIGH STREET SUITE 300 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,471,846 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INVITEDTOLIVEUNITED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1925 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | SEE ATTACHED SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,971,642 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,384,112 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,820 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,717 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,186 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,765 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,117 | PYOtherRevenueAmt |
| CY Other Revenue | -$47,854 | CYOtherRevenueAmt |
| PY Total Revenue | $2,051,765 | PYTotalRevenueAmt |
| CY Total Revenue | $1,451,740 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,098,936 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $931,296 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $336,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $345,157 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $89,726 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $308,961 | PYOtherExpensesAmt |
| CY Other Expenses | $352,014 | CYOtherExpensesAmt |
| PY Total Expenses | $1,744,461 | PYTotalExpensesAmt |
| CY Total Expenses | $1,628,467 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $307,304 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$176,727 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,975,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,634,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,109,247 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $967,254 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,865,838 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,667,322 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,312,666 | ExpenseAmt |
| Grant | $931,296 | GrantAmt |
| Revenue | $19,579 | RevenueAmt |
| Desc | UNITED WAY OF DELAWARE COUNTY UNITES THE CARING POWER OF OUR COMMUNITY TO IMPROVE LIVES. THE ORGANIZATION WORKS WITH DONORS, VOLUNTEERS AND ADVOCATES SECURING RESOURCES AND FOCUSING THEM ON THE BUILDING BLOCKS OF A GOOD LIFE: EDUCATION, INCOME AND HEALTH. UNITED WAY OF DELAWARE COUNTY IS POSITIONED TO ASSESS THE WHOLE COMMUNITY, IDENTIFY GAPS IN SERVICES AVAILABLE TO THOSE IN NEED, AND ALIGN EFFORTS WITH PROVEN PROGRAMS AND PARTNERS TO ADDRESS THOSE GAPS. BY TAKING THIS BROAD VIEW, UNITED WAY NOT ONLY MEETS IMMEDIATE NEEDS, BUT ALSO ATTACKS ROOT CAUSES IN AN EFFORT TO PREVENT FUTURE PROBLEMS. THROUGH COMMUNITY INVESTMENTS, AS WELL AS DIRECT SERVICE PROGRAMS, UNITED WAY POSITIVELY IMPACTS THE QUALITY OF LIFE FOR ALL WHO RESIDE IN DELAWARE COUNTY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $87,439 | ExpenseAmt |
| Revenue | $33,138 | RevenueAmt |
| Desc | 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 IS THE LEADER IN DELIVERING 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 ASSOCIATION OF UNITED WAYS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,400,105 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER MARSH | PersonNm |
| Phone | 7652885586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N HIGH STREET SUITE 300 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47305 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR MARY LEWELLEN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS CALDWELL | ||||||
| INCOMING CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER DUDLEY | ||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| COPE KEVIN | ||||||
| OUTGOING CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK ADAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARRIE BALE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA CLEMMONS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE EDWARDS THOMPSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL GIFFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCHAL HUDSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE MOORE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM RIGGLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHEILA SPISAK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY WHITT-BAILEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER MARSH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $84,402 | $0 | $8,749 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,402 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,749 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,384,112 | AllOtherContributionsAmt |
| Noncash Contributions | $15,000 | NoncashContributionsAmt |
| Total Contributions | $1,384,112 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NRN PROGRAM FEES | 611430 | $33,138 | $33,138 |
| SERVICE FEES | 561000 | $19,579 | $19,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,717 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,899 | TotalRevenueColumnAmt |
| Exclusion | $44,899 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,866 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,866 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,866 | TotalRevenueColumnAmt |
| Exclusion | $17,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,617 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $20,106 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$489 | TotalRevenueColumnAmt |
| Exclusion | -$489 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $517 | $517 |
| CHANGE IN BENEFICIAL INTEREST | 900099 | -$47,882 | -$47,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$47,365 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,451,740 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,717 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,911 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $931,296 | TotalAmt |
| Program Services | $931,296 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,338 | TotalAmt |
| Program Services | $76,150 | ProgramServicesAmt |
| Management And General | $11,063 | ManagementAndGeneralAmt |
| Fundraising | $15,125 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,477 | TotalAmt |
| Program Services | $129,818 | ProgramServicesAmt |
| Management And General | $18,868 | ManagementAndGeneralAmt |
| Fundraising | $25,791 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,318 | TotalAmt |
| Program Services | $9,526 | ProgramServicesAmt |
| Management And General | $1,596 | ManagementAndGeneralAmt |
| Fundraising | $2,196 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,218 | TotalAmt |
| Program Services | $22,145 | ProgramServicesAmt |
| Management And General | $5,506 | ManagementAndGeneralAmt |
| Fundraising | $7,567 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,806 | TotalAmt |
| Program Services | $14,055 | ProgramServicesAmt |
| Management And General | $2,423 | ManagementAndGeneralAmt |
| Fundraising | $3,328 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,676 | TotalAmt |
| Management And General | $41,880 | ManagementAndGeneralAmt |
| Fundraising | $796 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,626 | TotalAmt |
| Management And General | $7,626 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,930 | TotalAmt |
| Program Services | $19,593 | ProgramServicesAmt |
| Management And General | $16,871 | ManagementAndGeneralAmt |
| Fundraising | $1,466 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,871 | TotalAmt |
| Program Services | $51,892 | ProgramServicesAmt |
| Management And General | $3,582 | ManagementAndGeneralAmt |
| Fundraising | $9,397 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,291 | TotalAmt |
| Program Services | $18,673 | ProgramServicesAmt |
| Management And General | $3,604 | ManagementAndGeneralAmt |
| Fundraising | $5,014 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424 | TotalAmt |
| Program Services | $917 | ProgramServicesAmt |
| Management And General | $214 | ManagementAndGeneralAmt |
| Fundraising | $293 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,260 | TotalAmt |
| Program Services | $20,131 | ProgramServicesAmt |
| Management And General | $4,689 | ManagementAndGeneralAmt |
| Fundraising | $6,440 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,734 | TotalAmt |
| Program Services | $2,893 | ProgramServicesAmt |
| Management And General | $354 | ManagementAndGeneralAmt |
| Fundraising | $487 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,177 | TotalAmt |
| Program Services | $7,530 | ProgramServicesAmt |
| Management And General | $1,021 | ManagementAndGeneralAmt |
| Fundraising | $1,626 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,824 | TotalAmt |
| Management And General | $16,824 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,440 | TotalAmt |
| Program Services | $4,147 | ProgramServicesAmt |
| Management And General | $966 | ManagementAndGeneralAmt |
| Fundraising | $1,327 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,957 | TotalAmt |
| Program Services | $3,836 | ProgramServicesAmt |
| Management And General | $894 | ManagementAndGeneralAmt |
| Fundraising | $1,227 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CAMPAIGN EVENTS & PROG | $59,704 | $53,360 | $6,344 | |
| GRANT EXPENSE | $29,907 | $29,907 | ||
| DUES AND SUBSCRIPTIONS | $3,870 | $2,404 | $906 | $560 |
| MISCELLANEOUS | $2,323 | $1,832 | $396 | $95 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,628,467 | TotalAmt |
| Program Services | $1,400,105 | ProgramServicesAmt |
| Management And General | $138,636 | ManagementAndGeneralAmt |
| Fundraising | $89,726 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,023 | BOYAmt |
| EOY | $1,382,604 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,867 | BOYAmt |
| EOY | $429,418 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,081 | BOYAmt |
| EOY | $425,510 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087 | BOYAmt |
| EOY | $877 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,242 | BOYAmt |
| EOY | $17,289 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,801 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,060 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,425 | BOYAmt |
| EOY | $23,741 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $422,259 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,480 | BOYAmt |
| EOY | $460,332 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,880 | BOYAmt |
| EOY | $472,546 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,975,085 | BOYAmt |
| EOY | $3,634,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,980 | BOYAmt |
| EOY | $66,324 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,267 | BOYAmt |
| EOY | $900,930 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,109,247 | BOYAmt |
| EOY | $967,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,002,642 | BOYAmt |
| EOY | $1,995,867 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,316 | BOYAmt |
| EOY | $198,909 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,880 | BOYAmt |
| EOY | $472,546 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,865,838 | BOYAmt |
| EOY | $2,667,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,975,085 | BOYAmt |
| EOY | $3,634,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$176,727 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,791 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,944,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,727,586 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,697,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,971,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,384,112 | CurrentTaxYearAmt |
| Total | $8,725,157 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,944,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,727,586 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,697,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,971,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,384,112 | CurrentTaxYearAmt |
| Total | $8,725,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,156,510 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,568,647 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,899 | CurrentTaxYearAmt |
| Total | $292,232 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,425 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$47,365 | CurrentTaxYearAmt |
| Total | -$2,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,014,658 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $170,122 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $581,776 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,944 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,039 | OtherExpendituresAmt |
| End Year Balance | $533,893 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $593,718 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $5,327 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,369 | OtherExpendituresAmt |
| End Year Balance | $581,776 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $553,312 | BeginningYearBalanceAmt |
| Contributions | $200 | ContributionsAmt |
| Investment Earnings Or Losses | $56,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,608 | OtherExpendituresAmt |
| End Year Balance | $593,718 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $521,656 | BeginningYearBalanceAmt |
| Contributions | $50 | ContributionsAmt |
| Investment Earnings Or Losses | $48,663 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,057 | OtherExpendituresAmt |
| End Year Balance | $553,312 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $497,832 | BeginningYearBalanceAmt |
| Contributions | $22,360 | ContributionsAmt |
| Investment Earnings Or Losses | $1,464 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $521,656 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88510 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11490 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,801 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,060 | DepreciationAmt |
| Book Value | $23,741 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,741 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY FOUNDATION STABILIZATION FUND | Desc |
| Book Value | $460,332 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $460,332 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS HELD | Desc |
| Book Value | $472,546 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $472,546 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,272,781 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$21,791 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $20,106 | OtherRevenueAmt |
| Revenue Not Reported | -$1,685 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,274,466 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,626 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $169,648 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $177,274 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,451,740 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,471,299 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $20,106 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,106 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,451,193 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,626 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $169,648 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $177,274 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,628,467 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 20,106. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED CONTRIBUTIONS 169,648. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE RECLASSIFICATION 20,106. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED DISTRIBUTIONS 169,648. |
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CAMPAIGN EVENTS | Event1Nm |
| Gross Receipts Event1 | $8,727 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $8,727 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $10,675 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,482 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $3,090 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $3,090 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,672 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $155 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $122 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,800 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $7,800 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $500 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $19,617 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $19,617 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,672 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,830 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,104 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,106 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$489 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A BETTER WAY | |||||||
| 806 W JACKSON STREET | MUNCIE | IN | 47308 | 350868081 | 501(C)(3) | $72,320 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| ALPHA CENTER | |||||||
| 315 S MONROE STREET | MUNCIE | IN | 47305 | 351417901 | 501(C)(3) | $17,675 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| ANIMAL RESCUE FUND INC | |||||||
| 1209 W RIGGIN ROAD | MUNCIE | IN | 47303 | 352045922 | 501(C)(3) | $6,250 | DESIGNATED FUNDING |
| BALL STATE UNIVERSITY FOUNDATION | |||||||
| 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | 356024566 | 501(C)(3) | $31,058 | FUNDING FOR MUNCIE P3 PRORGRAM |
| BIG BROTHERS BIG SISTERS OF EAST CENTRAL INDIANA | |||||||
| 220 N WALNUT STREET | MUNCIE | IN | 47305 | 351276651 | 501(C)(3) | $33,680 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| BRIDGES COMMUNITY SERVICES | |||||||
| 318 W EIGHT STREET | MUNCIE | IN | 47308 | 351956251 | 501(C)(3) | $32,907 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| BULEY COMMUNITY CENTER | |||||||
| 1111 N PENN STREET | MUNCIE | IN | 47303 | 270789850 | 501(C)(3) | $31,691 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| CANCER SERVICES OF EAST CENTRAL INDIANA | |||||||
| 401 W JACKSON STREET | MUNCIE | IN | 47308 | 350988703 | 501(C)(3) | $23,187 | FUNDING ALLOCATION, DESIGNATED FUNDING, AND HVAC UNIT |
| HOME SAVERS OF DELAWARE COUNTY | |||||||
| PO BOX 89 | MUNCIE | IN | 47308 | 351923351 | 501(C)(3) | $13,230 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| HUFFER MEMORIAL CHILDREN'S CENTER | |||||||
| 2000 N ELGIN STREET | MUNCIE | IN | 47308 | 351275252 | 501(C)(3) | $117,966 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| INDIANA NONPROFIT RESOURCE NETWORK-EASTERN REGION | |||||||
| 400 N HIGH STREET | MUNCIE | IN | 47305 | 350996148 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| INTERLOCAL COMMUNITY ACTION PROGRAM | |||||||
| 407 W MAIN STREET | MUNCIE | IN | 47305 | 351116629 | 501(C)(3) | $12,215 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| LIFESTREAM SERVICES | |||||||
| PO BOX 308 | YORKTOWN | IN | 47396 | 351356741 | 501(C)(3) | $29,361 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| MEALS ON WHEELS | |||||||
| 2401 W UNIVERSITY AVENUE | MUNCIE | IN | 47308 | 237160756 | 501(C)(3) | $29,597 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| MOTIVATE OUR MINDS INC | |||||||
| PO BOX 384 | MUNCIE | IN | 47308 | 351734264 | 501(C)(3) | $31,316 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| MUNCIE BOYS & GIRLS CLUB | |||||||
| 1710 S MADISON STREET | MUNCIE | IN | 47308 | 350869060 | 501(C)(3) | $25,945 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| MUNCIE MISSION MINISTRIES | |||||||
| 1725 S LIBERTY STREET | MUNCIE | IN | 47308 | 350869061 | 501(C)(3) | $27,337 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| OPEN DOOR HEALTH SERVICES | |||||||
| 3715 S MADISON STREET | MUNCIE | IN | 47308 | 352018494 | 501(C)(3) | $75,603 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| PATHSTONE HOUSING CORP | |||||||
| 1917 W ROYAL DRIVE | MUNCIE | IN | 47304 | 160984913 | 501(C)(3) | $43,194 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| PROJECT LEADERSHIP DELAWARE COUNTY | |||||||
| 2500 N ELGIN STREET | MUNCIE | IN | 47303 | 311117791 | 501(C)(3) | $14,691 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| ROSS COMMUNITY CENTER | |||||||
| 1110 W 10TH STREET | MUNCIE | IN | 47302 | 452050287 | 501(C)(3) | $7,776 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| SALVATION ARMY | |||||||
| 1015 N WHEELING AVENUE | MUNCIE | IN | 47303 | 363167910 | 501(C)(3) | $22,712 | 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) | $19,357 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| TEAMWORK FOR QUALITY LIVING | |||||||
| PO BOX 468 | MUNCIE | IN | 47308 | 351986247 | 501(C)(3) | $13,210 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| UNITED DAYCARE CENTER | |||||||
| 312 S VINE STREET | MUNCIE | IN | 47308 | 350868143 | 501(C)(3) | $97,781 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| YMCA | |||||||
| 500 S MULBERRY STREET | MUNCIE | IN | 47308 | 350868215 | 501(C)(3) | $44,743 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| YWCA | |||||||
| 310 W CHARLES STREET | MUNCIE | IN | 47305 | 350868225 | 501(C)(3) | $26,255 | FUNDING ALLOCATION AND DESIGNATED FUNDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 237 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,978 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV SALES PROCEEDS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | RADIO ADVERTISING | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUE OF ADVERTISING | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | 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 2. |
| 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. |
Comments