2015-11-16T15:26:49-06:00 2014-12-31 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2014-01-01 237220922 UNITED WAY OF MARSHALL COUNTY INC UNIT 5749363366 PO BOX 392 PLYMOUTH IN 46563 LINDA K YODER EXECUTIVE DIRECTOR 5749363366 2015-11-16 true PATRICK W BURKEY P00444925 7652847554 2015-11-16 2014 2016-03-07 17:11:31Z LINDA K YODER 2701 N MICHIGAN ST PLYMOUTH IN 46563 563674 false X WWW.MARSHALLCOUNTYUW.ORG X 1960 IN TO INSPIRE OUR COMMUNITY TO INVEST ITS TIME, TALENTS AND TREASURES TO HELP OUR NEIGHBORHOOD MEET THE MOST BASIC NEEDS OF EDUCATION, HEALTH, AND INCOME BY IGNITING THE CARING POWER OF THE HUMAN SPIRIT. 24 24 6 239 0 483393 550579 2227 482 -270 0 12045 12613 497395 563674 337471 413814 0 105301 116427 0 70288 63882 73371 506654 603612 -9259 -39938 554963 539992 23173 142290 531790 397702 X TO INSPIRE OUR COMMUNITY TO INVEST ITS TIME, TALENTS AND TREASURES TO HELP OUR NEIGHBORHOOD MEET THE MOST BASIC NEEDS OF EDUCATION, HEALTH, AND INCOME BY IGNITING THE CARING POWER OF THE HUMAN SPIRIT. false false 337471 300240 THE UNITED WAY OF MARSHALL COUNTY, INC. CONDUCTS COUNTY-WIDE FUNDRAISING EFFORTS ANNUALLY TO SUPPORT OTHER LOCAL AGENCIES AND SERVICE PROVIDERS THAT ADDRESS HEALTH AND HUMAN SERVICES NEEDS IN MARSHALL COUNTY, INDIANA. THE ORGANIZATION IS DEDICATED TO PROVIDING FUNDS FOR CHARITABLE, EDUCATIONAL, AND PHILANTHROPIC PURPOSES. THE ORGANIZATION ALSO RECEIVED DONATED SERVICES OF 10,800 FOR THE YEAR ENDED DECEMBER 31, 2014. 9301 8000 THE UNITED WAY OF MARSHALL COUNTY, INC. FORMED THE UNITED WAY FINANCIAL STABILITIY COMMITTEE IN ORDER TO PROVIDE INITIATIVES TO DEVELOP, SUPPORT, AND ADVANCE YEAR-ROUND EFFORTS THAT PROVIDE HARD-WORKING INDIVIDUALS AND FAMILIES WITH THE TOOLS, RESOURCES, AND SUPPORT NEEDED TO BECOME MORE FINANCIALLY STABLE AND ECONOMICALLY INDEPENDENT. SPECIFICALLY, THE GRANT ADDRESSES THE UNITED WAY OF AMERICA'S INCOME GOAL OF HELPING FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT BY PROVIDING FINANCIAL EDUCATION. SEE SCHEDULE O FOR THE TOP THREE PROGRAMS RELATED TO THIS PROGRAM ACTIVITY. THE TOP THREE PROGRAMS RELATED TO THE FINANCIAL STABILITY GRANT INCLUDE: "WHERE DOES YOUR MONEY GO," "ECONOMICS FOR SUCCESS," AND "MONEY SMART WEEK." "WHERE DOES YOUR MONEY GO" IS AN EDUCATIONAL PROGRAM THAT PROVIDES AN INTRODUCTORY COURSE IN FINANCIAL STABILITY AND MONEY MANAGEMENT. PARTICIPANTS ENGAGE IN HANDS-ON ACTIVITIES AND COMPLETE MONEY-MANAGEMENT WORKSHEETS IN FOUR 1 1/2 HOUR SESSIONS. "ECONOMICS FOR SUCCESS" PROVIDES HANDS-ON EXPERIENCE, TOOLS FOR LEARNING AND UNDERSTANDING FINANCIAL LITERACY, EXERCISES FOR UP TO TWO GRADE LEVELS (UP TO 8TH GRADE) AND WORK READINESS WHILE IN THE CLASSROOM ENVIRONMENT. "MONEY SMART WEEK" IS A SERIES OF FREE WORKSHOPS AND ACTIVITIES DESIGNED TO HELP CONSUMERS BETTER MANAGE THEIR PERSONAL FINANCES. 23903 THE UNITED WAY OF MARSHALL COUNTY RECEIVED A GRANT TO ADVANCE EFFORTS AND FURTHER DEVELOP STRATEGIC PARTNERSHIPS AND COLLABORATIONS ON KEY ISSUES IN EDUCATION TO SUPPORT LIFELONG LEARNING AND THE IMPACT ON SUCCESSFUL FAMILIES AND HEALTHY COMMUNITIES, IN INCOME THAT WILL HELP LOCAL FAMILIES INCREASE AVAILABLE INCOME AND MANAGE THEIR MONEY; AND IN HEALTH THAT WILL IMPROVE EDUCATION AND ACCESS TO INFORMATION AND SERVICES RELATED TO NUTRITION AND WELLNESS. 88401 BALANCE SHOWN IN OTHER PROGRAM SERVICES EXPENSES REPRESENTS OTHER EXPENSES ALLOCATED TO PROGRAM SERVICES INCLUDED ON PART IX, STATEMENT OF FUNCTIONAL EXPENSES, COLUMN B, PROGRAM SERVICES. 88401 459076 true true false false false false false false false true true false false false true true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 2 0 6 true false false false false false true true false false false false X 24 24 false false false false false false false true false false false true true true true true true true true false IN X X CONNIE KREPS 5749363366 2701 N MICHIGAN ST PLYMOUTH IN 46563 FRANCIS ELLERT PRESIDENT 2.50 X X 0 0 0 TOM BLACKBURN VICE PRESIDE 2.50 X X 0 0 0 MARK FELDMAN TREASURER 2.50 X X 0 0 0 JESSICA OLIVER ALLOCATION 2.50 X 0 0 0 MELISSA OWEN SECRETARY 2.50 X X 0 0 0 PAUL MURASKO MARKETING 2.50 X 0 0 0 AMY MORRIS-DODSON EVENTS CHAIR 2.50 X 0 0 0 WILLIAM HARGRAVES DIRECTOR 2.50 X 0 0 0 ALLISON KARA DIRECTOR 2.50 X 0 0 0 RODNEY JACOBS DIRECTOR 2.50 X 0 0 0 GREG COMPTON DIRECTOR 2.50 X 0 0 0 CHAD DREIBELBIS DIRECTOR 2.50 X 0 0 0 JEFFERY HOUIN DIRECTOR 2.50 X 0 0 0 LOUISE MASON DIRECTOR 2.50 X 0 0 0 RUSS MIKEL DIRECTOR 2.50 X 0 0 0 DON ECKER JR DIRECTOR 2.50 X 0 0 0 AIMEE PORTTEUS DIRECTOR 2.50 X 0 0 0 YAQOOB RANA DIRECTOR 2.50 X 0 0 0 CINDY RASH DIRECTOR 2.50 X 0 0 0 STACY SCHEETZ DIRECTOR 2.50 X 0 0 0 JAN ANTHONY-STARR DIRECTOR 2.50 X 0 0 0 MORRIS RIDDLE DIRECTOR 2.50 X 0 0 0 KATHY BOTTORFF DIRECTOR 2.50 X 0 0 0 LAURA MARTIN DIRECTOR 2.50 X 0 0 0 LINDA YODER EXECUTIVE DI 15.00 X 29386 0 4206 29386 4206 false false false 550579 1187 550579 SERVICE FEES 482 482 482 12110 12110 12110 MISCELLANEOUS INCOME 561000 503 503 503 563674 985 12110 413814 413814 33591 9674 13067 10850 77699 22377 30225 25097 5137 1480 1998 1659 6752 6752 8042 8042 8118 2841 5277 9657 2688 3229 3740 1710 1347 363 1000 288 389 323 6165 1849 2281 2035 2390 688 930 772 2180 628 848 704 CAMPAIGN EXPENSE 18878 1400 17478 DUES & SUBSCRIPTIONS 4008 929 1256 1823 MISCELLANEOUS 2888 17 2852 19 EQUIPMENT REPAIRS 1583 456 616 511 603612 459076 74248 70288 252254 234806 19143 15153 6381 3990 296328 301196 554963 539992 23173 142290 23173 142290 X 444551 349702 87239 48000 531790 397702 554963 539992 -39938 9674 -103824 X X false true X true false X 509450 434384 476832 483393 550579 2454638 509450 434384 476832 483393 550579 2454638 2454638 -10738 7167 8982 41720 182 47313 26661 20026 15834 11618 12110 86249 2588200 985 0.94840 0.93480 X PART II, LINE 10 74,139 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 210413 25000 9660 3703 3277 238093 133528 62747 18232 3491 603 210413 30504 100000 4742 1191 527 133528 29273 3605 -778 1163 433 30504 26186 3294 207 29273 1.00000 true false 19143 15153 3990 3990 DESIGNATIONS PAYABLE 142290 142290 X 375487 16839 15138 31977 343510 1452 218712 220164 563674 509575 7165 7165 502410 1452 99750 101202 603612 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE FUND IS TO PROVIDE SUPPORT TO THE UNITED WAY OF MARSHALL COUNTY AS DIRECTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION. SUCH SUPPORT SHALL BE USED TO FURTHER THE CHARITABLE OR OTHER EXEMPT PURPOSES OF THE DESIGNATED AGENCY AND SHALL BE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE ORGANIZATION NOW 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 ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE ORGANIZATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2011, 2012, AND 2013 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 AGENCY INVESTMENT INCOME 15,138 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 76,527 PROJECT LEAD THE WAY DESIGNATIONS 142,185 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 63,560 PROJECT LEAD THE WAY 36,190 true AMERICAN RED CROSS W GARRO ST PLYMOUTH IN 46563 530196605 501C3 8000 DISASTER RELIEF BOYS AND GIRLS CLUB OF MARSHALL COUNTY 314 E JEFFERSON ST PLYMOUTH IN 46563 351955489 501C3 40000 YOUTH SERVICES CARE AND SHARE LAPORTE STREET PLYMOUTH IN 46563 350271171 501C3 13689 EMERGENCY RELIEF COMMUNITY HOSPITAL OF BREMAN BOX 8 1020 HIGH ROAD BREMAN IN 46506 350835006 501C3 22630 HOST HEALTH DEPT CULVER BOYS AND GIRLS CLUB BOX 44 401 SCHOOL ST CULVER IN 46511 352130065 501C3 25000 AFTER SCHOOL PROGRAM LASALLE COUNCIL BOY SCOUTS OF AMERICA 1340 SOUTH BEND AVE SOUTH BEND IN 46617 221576300 501C3 7431 EDUCATION MC NEIGHBORHOOD CENTER GIFT OF WARMTH BOX 353 402 W GARRO ST PLYMOUTH IN 46563 351539175 501C3 57639 COMMUNITY SERVICES MARSHALL COUNTY COUNCIL ON AGING 305 W HARRISON ST PLYMOUTH IN 46563 351522711 501C3 17335 SENIOR SERVICES PATHFINDERS SERVICES INC BOX 1001 HUNTINGTON IN 46750 351122311 501C3 10000 HOUSING PROGRAM REAL SERVICES INC PO BOX 1835 SOUTH BEND IN 46634 351157606 501C3 7150 ELDERLY SERVICES ST JOSEPH HEALTH CENTER 837 E CEDAR STREET SOUTH BEND IN 46617 530196617 501C3 17500 HEALTH SERVICES WOMEN'S CARE CENTER BOX 703 PLYMOUTH IN 46563 351609945 501C3 22500 WOMENS' SERVICES PLYMOUTH COMMUNITY SCHOOL CORP ADULT BASIC EDUCATION PROGRAM 701 BERKLEY STREET PLYMOUTH IN 46563 351101903 501C3 7844 ADULT EDUCATION TURNING POINT HOUSING INC DBA HEMINGER HOUSE 800 LINCOLNWAY PLYMOUTH IN 46563 260007189 501C3 22500 SHELTER FOR VICTIMS JUNIOR ACHIEVEMENT OF NORTHERN INDIANA INC 601 NOBLE DRIVE FORT WAYNE IN 46825 350922731 501C3 8000 YOUTH SERVICES 15 SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNITED WAY OF MARSHALL COUNTY, INC. MONITORS THE USE OF GRANT FUNDS THROUGH THE ALLOCATION PROCESS. AT THE END OF EACH YEAR, EACH FUNDED ORGANIZATION IS REQUIRED TO PROVIDE STATISTICAL INFORMATIONAL DATA REGARDING THE INDIVIDUALS SERVED AND THE PROGRAMS IMPLEMENTED PRIOR TO CONSIDERATION FOR CONTINUED FUNDING. FORM 990 THE ORGANIZATION SHARES EMPLOYEES WITH THE MARSHALL COUNTY COMMUNITY FOUND. FORM 990, PAGE 2, PART III, LINE 4B THE TOP THREE PROGRAMS RELATED TO THE FINANCIAL STABILITY GRANT INCLUDE: "WHERE DOES YOUR MONEY GO," "ECONOMICS FOR SUCCESS," AND "MONEY SMART WEEK." "WHERE DOES YOUR MONEY GO" IS AN EDUCATIONAL PROGRAM THAT PROVIDES AN INTRODUCTORY COURSE IN FINANCIAL STABILITY AND MONEY MANAGEMENT. PARTICIPANTS ENGAGE IN HANDS-ON ACTIVITIES AND COMPLETE MONEY-MANAGEMENT WORKSHEETS IN FOUR 1 1/2 HOUR SESSIONS. "ECONOMICS FOR SUCCESS" PROVIDES HANDS-ON EXPERIENCE, TOOLS FOR LEARNING AND UNDERSTANDING FINANCIAL LITERACY, EXERCISES FOR UP TO TWO GRADE LEVELS (UP TO 8TH GRADE) AND WORK READINESS WHILE IN THE CLASSROOM ENVIRONMENT. "MONEY SMART WEEK" IS A SERIES OF FREE WORKSHOPS AND ACTIVITIES DESIGNED TO HELP CONSUMERS BETTER MANAGE THEIR PERSONAL FINANCES. FORM 990, PAGE 2, PART III, LINE 4D BALANCE SHOWN IN OTHER PROGRAM SERVICES EXPENSES REPRESENTS OTHER EXPENSES ALLOCATED TO PROGRAM SERVICES INCLUDED ON PART IX, STATEMENT OF FUNCTIONAL EXPENSES, COLUMN B, PROGRAM SERVICES. FORM 990, PAGE 6, PART VI, LINE 8B COMMITTEE MEETINGS ARE NOT DOCUMENTED AND WRITTEN MINUTES ARE NOT KEPT. FORM 990, PAGE 6, PART VI, LINE 11B THE ORGANIZATION OBTAINS THE 990 FROM THE PAID TAX PREPARER. THE EXECUTIVE DIRECTOR REVIEWS THE 990. IF THE EXECUTIVE DIRECTOR HAS COMMENTS, SHE GIVES THEM TO THE TAX PREPARER. AFTER CONSIDERATION AND REVISION (IF NECESSARY), THE 990 IS SENT TO THE TREASURER, WHO IS ALSO THE HEAD OF THE FINANCE COMMITTEE. IF THE TREASURER HAS COMMENTS, THEY ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND WITH THE TAX PREPARER. AFTER THE EXECUTIVE DIRECTOR, TREASURER, AND TAX PREPARER FINALIZE A DRAFT OF THE 990, THE DRAFT IS SENT VIA E-MAIL OR VIA UNITED STATES POSTAL SERVICE FOR THOSE MEMBERS WHO DO NOT HAVE E-MAIL ACCOUNTS. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. A MASTER LIST OF ALL CONFLICTS OF INTEREST PERTAINING TO THE BOARD OF DIRECTORS IS PROVIDED TO THE BOARD PRESIDENT ANNUALLY. THE EXECUTIVE DIRECTOR AND ACCOUNTING MANAGER ARE RESPONSIBLE FOR MONITORING THE PROCESS AND MAKING SURE ALL NECESSARY DOCUMENTS HAVE BEEN RETRIEVED AND PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. THE EXECUTIVE DIRECTOR IS EVALUATED ON GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR, AND ON OVERALL PERFORMANCE. THE BOARD OF DIRECTORS RECEIVES EVALUATION FORMS SO THAT EVERYONE CAN GIVE INPUT. THE EVALUATION FORMS ARE GATHERED BY THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE ANALYZES THE EVALUATIONS AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD THEN MEETS AND DISCUSSES THE RECOMMENDATION FOR THE COST OF LIVING INCREASE UNTIL COMPENSATION IS AGREED UPON. THE PRESIDENT THEN MEETS WITH THE EXECUTIVE DIRECTOR AND GOES OVER THE EVALUATION AND COMPENSATION SET BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA E-MAIL OR UNITED STATES POSTAL SERVICE. FORM 990, PART XI, LINE 9 AGENCY INVESTMENT INCOME 15,138 DONOR DESIGNATIONS -76,527 PROJECT LEAD THE WAY DESIGNATIONS -142,185 DONOR DESIGNATIONS 63,560 PROJECT LEAD THE WAY 36,190 FORM 990, PAGE 12, PART XII, LINE 1 THE ORGANIZATION PREPARES FORM 990 AND IS AUDITED ON THE MODIFIED CASH BASIS OF ACCOUNTING.