2017-05-15T13:49:51-05:00 2016-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2015-07-01 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 2017-05-15 1 JOHN D MARTIN CPA P00321694 7652843384 2017-05-15 2015 2021-01-29 14:40:06Z JENNIFER MARSH 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 1471846 0 X WWW.INVITEDTOLIVEUNITED.ORG X 1925 IN SEE ATTACHED SCHEDULE O 14 14 8 450 0 0 1971642 1384112 53820 52717 18186 62765 8117 -47854 2051765 1451740 1098936 931296 0 0 336564 345157 0 0 89726 308961 352014 1744461 1628467 307304 -176727 3975085 3634576 1109247 967254 2865838 2667322 X WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. 0 0 1312666 931296 19579 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. 87439 33138 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 1400105 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 14 14 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 DR MARY LEWELLEN CHAIR 1.00 X X 0 0 0 CHRIS CALDWELL INCOMING CHAIR 1.00 X X 0 0 0 JENNIFER DUDLEY SECRETARY/TREASURER 1.00 X X 0 0 0 COPE KEVIN OUTGOING 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 DIRECTOR 1.00 X 0 0 0 NEIL GIFFORD DIRECTOR 1.00 X 0 0 0 MARCHAL HUDSON 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 SHEILA SPISAK DIRECTOR 1.00 X 0 0 0 TERRY WHITT-BAILEY DIRECTOR 1.00 X 0 0 0 JENNIFER MARSH EXECUTIVE DIRECTOR 40.00 X 84402 0 8749 84402 0 8749 0 0 0 0 0 1384112 15000 1384112 NRN PROGRAM FEES 611430 33138 33138 SERVICE FEES 561000 19579 19579 52717 44899 44899 17866 0 17866 17866 17866 19617 20106 -489 -489 MISCELLANEOUS INCOME 900099 517 517 CHANGE IN BENEFICIAL INTEREST 900099 -47882 -47882 -47365 1451740 52717 0 14911 931296 931296 102338 76150 11063 15125 174477 129818 18868 25791 13318 9526 1596 2196 35218 22145 5506 7567 19806 14055 2423 3328 42676 41880 796 7626 7626 37930 19593 16871 1466 64871 51892 3582 9397 27291 18673 3604 5014 1424 917 214 293 31260 20131 4689 6440 3734 2893 354 487 10177 7530 1021 1626 16824 16824 6440 4147 966 1327 5957 3836 894 1227 CAMPAIGN EVENTS & PROG 59704 53360 6344 GRANT EXPENSE 29907 29907 DUES AND SUBSCRIPTIONS 3870 2404 560 906 MISCELLANEOUS 2323 1832 95 396 1628467 1400105 138636 89726 2016023 1382604 369867 429418 551081 425510 1087 877 13242 17289 96801 73060 20425 23741 422259 485480 460332 517880 472546 3975085 3634576 103980 66324 1005267 900930 1109247 967254 X 2002642 1995867 345316 198909 517880 472546 2865838 2667322 3975085 3634576 X -176727 -21791 2 X X 0 1 X 1 0 X 1944489 1727586 1697328 1971642 1384112 8725157 1944489 1727586 1697328 1971642 1384112 8725157 1156510 7568647 26427 71526 131194 18186 44899 292232 11617 19425 12617 975 -47365 -2731 9014658 170122 0.83960 0.85760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 581776 100 -20944 27039 533893 593718 100 5327 17369 581776 553312 200 56814 16608 593718 521656 50 48663 17057 553312 497832 22360 1464 521656 0.00000 0.88510 0.11490 1 0 96801 73060 23741 23741 COMMUNITY FOUNDATION STABILIZATION FUND 460332 F 460332 BENEFICIAL INTEREST IN ASSETS HELD 472546 472546 1272781 -21791 20106 -1685 1274466 7626 169648 177274 1451740 1471299 20106 20106 1451193 7626 169648 177274 1628467 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. CAMPAIGN EVENTS 8727 8727 10675 500 6482 GOLF OUTING 3090 3090 1672 155 122 2 7800 7800 500 19617 19617 1672 10830 500 7104 20106 -489 0 A BETTER WAY 806 W JACKSON STREET MUNCIE IN 47308 350868081 501(C)(3) 72320 FUNDING ALLOCATION AND DESIGNATED FUNDING ALPHA CENTER 315 S MONROE STREET MUNCIE IN 47305 351417901 501(C)(3) 17675 FUNDING ALLOCATION AND DESIGNATED FUNDING ANIMAL RESCUE FUND INC 1209 W RIGGIN ROAD MUNCIE IN 47303 352045922 501(C)(3) 6250 DESIGNATED FUNDING BALL STATE UNIVERSITY FOUNDATION 2800 W BETHEL AVENUE MUNCIE IN 47304 356024566 501(C)(3) 31058 FUNDING FOR MUNCIE P3 PRORGRAM BIG BROTHERS BIG SISTERS OF EAST CENTRAL INDIANA 220 N WALNUT STREET MUNCIE IN 47305 351276651 501(C)(3) 33680 FUNDING ALLOCATION AND DESIGNATED FUNDING BRIDGES COMMUNITY SERVICES 318 W EIGHT STREET MUNCIE IN 47308 351956251 501(C)(3) 32907 FUNDING ALLOCATION AND DESIGNATED FUNDING BULEY COMMUNITY CENTER 1111 N PENN STREET MUNCIE IN 47303 270789850 501(C)(3) 31691 FUNDING ALLOCATION AND DESIGNATED FUNDING CANCER SERVICES OF EAST CENTRAL INDIANA 401 W JACKSON STREET MUNCIE IN 47308 350988703 501(C)(3) 23187 FUNDING ALLOCATION, DESIGNATED FUNDING, AND HVAC UNIT HOME SAVERS OF DELAWARE COUNTY PO BOX 89 MUNCIE IN 47308 351923351 501(C)(3) 13230 FUNDING ALLOCATION AND DESIGNATED FUNDING HUFFER MEMORIAL CHILDREN'S CENTER 2000 N ELGIN STREET MUNCIE IN 47308 351275252 501(C)(3) 117966 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 INTERLOCAL COMMUNITY ACTION PROGRAM 407 W MAIN STREET MUNCIE IN 47305 351116629 501(C)(3) 12215 FUNDING ALLOCATION AND DESIGNATED FUNDING LIFESTREAM SERVICES PO BOX 308 YORKTOWN IN 47396 351356741 501(C)(3) 29361 FUNDING ALLOCATION AND DESIGNATED FUNDING MEALS ON WHEELS 2401 W UNIVERSITY AVENUE MUNCIE IN 47308 237160756 501(C)(3) 29597 FUNDING ALLOCATION AND DESIGNATED FUNDING MOTIVATE OUR MINDS INC PO BOX 384 MUNCIE IN 47308 351734264 501(C)(3) 31316 FUNDING ALLOCATION AND DESIGNATED FUNDING MUNCIE BOYS & GIRLS CLUB 1710 S MADISON STREET MUNCIE IN 47308 350869060 501(C)(3) 25945 FUNDING ALLOCATION AND DESIGNATED FUNDING MUNCIE MISSION MINISTRIES 1725 S LIBERTY STREET MUNCIE IN 47308 350869061 501(C)(3) 27337 FUNDING ALLOCATION AND DESIGNATED FUNDING OPEN DOOR HEALTH SERVICES 3715 S MADISON STREET MUNCIE IN 47308 352018494 501(C)(3) 75603 FUNDING ALLOCATION AND DESIGNATED FUNDING PATHSTONE HOUSING CORP 1917 W ROYAL DRIVE MUNCIE IN 47304 160984913 501(C)(3) 43194 FUNDING ALLOCATION AND DESIGNATED FUNDING PROJECT LEADERSHIP DELAWARE COUNTY 2500 N ELGIN STREET MUNCIE IN 47303 311117791 501(C)(3) 14691 FUNDING ALLOCATION AND DESIGNATED FUNDING ROSS COMMUNITY CENTER 1110 W 10TH STREET MUNCIE IN 47302 452050287 501(C)(3) 7776 FUNDING ALLOCATION AND DESIGNATED FUNDING SALVATION ARMY 1015 N WHEELING AVENUE MUNCIE IN 47303 363167910 501(C)(3) 22712 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) 19357 FUNDING ALLOCATION AND DESIGNATED FUNDING TEAMWORK FOR QUALITY LIVING PO BOX 468 MUNCIE IN 47308 351986247 501(C)(3) 13210 FUNDING ALLOCATION AND DESIGNATED FUNDING UNITED DAYCARE CENTER 312 S VINE STREET MUNCIE IN 47308 350868143 501(C)(3) 97781 FUNDING ALLOCATION AND DESIGNATED FUNDING YMCA 500 S MULBERRY STREET MUNCIE IN 47308 350868215 501(C)(3) 44743 FUNDING ALLOCATION AND DESIGNATED FUNDING YWCA 310 W CHARLES STREET MUNCIE IN 47305 350868225 501(C)(3) 26255 FUNDING ALLOCATION AND DESIGNATED FUNDING 27 0 X 237 30978 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 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.