LAKE AREA UNITED WAY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LAKE AREA UNITED WAY INC (EIN 23-7170019)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201512269349301551
- Schema version
- 2014v5.0
- 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 | 2015-08-14T09:52:01-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351509921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWARTZ RETSON & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 E 86TH AVENUE | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237170019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE AREA UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 2199232302 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 WEST RIDGE ROAD | AddressLine1Txt |
| City | GRIFFITH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE STEPHAN | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 2199232302 | PhoneNum |
| Signature | 2015-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L LYNCH | PreparerPersonNm |
| PTIN | P00060108 | PTIN |
| Phone | 2197693616 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOE STEPHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 WEST RIDGE ROAD | AddressLine1Txt |
| City | GRIFFITH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,775,220 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 985 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,023,684 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,692,349 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,546 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,348 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,468 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,231 | PYOtherRevenueAmt |
| CY Other Revenue | $49,863 | CYOtherRevenueAmt |
| PY Total Revenue | $4,111,513 | PYTotalRevenueAmt |
| CY Total Revenue | $4,773,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,541,017 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,304,153 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $730,383 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $903,160 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $405,516 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $405,410 | PYOtherExpensesAmt |
| CY Other Expenses | $455,390 | CYOtherExpensesAmt |
| PY Total Expenses | $4,676,810 | PYTotalExpensesAmt |
| CY Total Expenses | $4,662,703 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$565,297 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $110,523 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,197,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,133,643 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $658,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,325,710 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,539,184 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,807,933 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,304,153 | ExpenseAmt |
| Grant | $3,304,153 | GrantAmt |
| Desc | ALLOCATIONS TO UNITED WAY AGENCIES - PRIMARY FUNCTION OF UNITED WAY ORGANIZATION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $532,221 | ExpenseAmt |
| Revenue | $10,546 | RevenueAmt |
| Desc | PLANNING AND ALLOCATION - ASSESSING COMMUNITY NEEDS AND DETERMINING ALLOCATION PLANS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,836,374 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | 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 |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE STEPHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2199232302 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W RIDGE ROAD | AddressLine1Txt |
| City | GRIFFITH | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46319 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| TINA EBENGER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS DABERTIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS KEILMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA HERRERA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER FREDERICKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN P KENNEDY | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| AARON MCDERMOTT | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JILL HASIAK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRETT JACOBS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARIEL RIVERA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS KIRSCH II | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY PALMATEER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN M SPAJER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VANCE KENNEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSA MARIA RODRIGUEZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNETTE A JONES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CURTIS WHITTAKER | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARLON R MITCHELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAY NELSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID VAJDA | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELICE TOLBERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN MURCHEK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT SALTANOVITZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE KOESTER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JASAITIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORA OWEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK TADE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWN WAGONER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS R MARTINEZ | |||||||
| PRESIDENT | 40.00 | $124,570 | $0 | $15,700 | Yes (X) | ||
| P JOE STEPHAN | |||||||
| V P OF FINANCE & ADMINISTR | 40.00 | $59,152 | $0 | $15,700 | Yes (X) | ||
| JEREMY MILLER | |||||||
| COO, FORMER CHAIRPERSON | 40.00 | $115,194 | $0 | $7,824 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $298,916 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,224 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $445,638 | GovernmentGrantsAmt |
| All Other Contributions | $4,246,711 | AllOtherContributionsAmt |
| Noncash Contributions | $645 | NoncashContributionsAmt |
| Total Contributions | $4,692,349 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MONEY SMART | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,546 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,546 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,546 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,944 | TotalRevenueColumnAmt |
| Exclusion | $12,944 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,468 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,944 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,468 | SecuritiesAmt |
| Other | -$1,944 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,524 | TotalRevenueColumnAmt |
| Exclusion | $7,524 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $3,309 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $50 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,259 | TotalRevenueColumnAmt |
| Exclusion | $3,259 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $46,604 | TotalRevenueColumnAmt |
| Exclusion | $46,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $46,604 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,773,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,546 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,331 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,304,153 | TotalAmt |
| Program Services | $3,304,153 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,122 | TotalAmt |
| Program Services | $70,135 | ProgramServicesAmt |
| Management And General | $130,017 | ManagementAndGeneralAmt |
| Fundraising | $14,970 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,232 | TotalAmt |
| Program Services | $233,680 | ProgramServicesAmt |
| Management And General | $109,570 | ManagementAndGeneralAmt |
| Fundraising | $209,982 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,925 | TotalAmt |
| Program Services | $1,898 | ProgramServicesAmt |
| Management And General | -$419 | ManagementAndGeneralAmt |
| Fundraising | $1,446 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,195 | TotalAmt |
| Program Services | $25,483 | ProgramServicesAmt |
| Management And General | $8,773 | ManagementAndGeneralAmt |
| Fundraising | $32,939 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,686 | TotalAmt |
| Program Services | $25,562 | ProgramServicesAmt |
| Management And General | $18,375 | ManagementAndGeneralAmt |
| Fundraising | $20,749 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340 | TotalAmt |
| Management And General | $1,340 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,306 | TotalAmt |
| Management And General | $23,306 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,456 | TotalAmt |
| Program Services | $9,395 | ProgramServicesAmt |
| Management And General | $31,607 | ManagementAndGeneralAmt |
| Fundraising | $3,454 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,062 | TotalAmt |
| Program Services | $9,689 | ProgramServicesAmt |
| Management And General | $8,344 | ManagementAndGeneralAmt |
| Fundraising | $39,029 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,329 | TotalAmt |
| Program Services | $1,872 | ProgramServicesAmt |
| Management And General | $4,044 | ManagementAndGeneralAmt |
| Fundraising | $36,413 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,587 | TotalAmt |
| Program Services | $3,949 | ProgramServicesAmt |
| Management And General | $3,544 | ManagementAndGeneralAmt |
| Fundraising | $5,094 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,748 | TotalAmt |
| Program Services | $6,624 | ProgramServicesAmt |
| Management And General | $2,825 | ManagementAndGeneralAmt |
| Fundraising | $4,299 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,761 | TotalAmt |
| Program Services | $3,533 | ProgramServicesAmt |
| Management And General | $1,547 | ManagementAndGeneralAmt |
| Fundraising | $1,681 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,572 | TotalAmt |
| Program Services | $18,310 | ProgramServicesAmt |
| Management And General | $2,673 | ManagementAndGeneralAmt |
| Fundraising | $2,589 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,169 | TotalAmt |
| Program Services | $3,147 | ProgramServicesAmt |
| Management And General | $2,663 | ManagementAndGeneralAmt |
| Fundraising | $4,359 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SPECIAL EVENTS | $90,649 | $89,913 | $736 | |
| UNITED WAY DUES | $53,722 | $53,722 | ||
| PROGRAM EXPENSE | $25,263 | $13,588 | $11,675 | $0 |
| BUILDING AND GROUNDS MA | $22,230 | $6,858 | $8,871 | $6,501 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,196 | TotalAmt |
| Program Services | $8,585 | ProgramServicesAmt |
| Management And General | $12,381 | ManagementAndGeneralAmt |
| Fundraising | $7,230 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,662,703 | TotalAmt |
| Program Services | $3,836,374 | ProgramServicesAmt |
| Management And General | $420,813 | ManagementAndGeneralAmt |
| Fundraising | $405,516 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,317 | BOYAmt |
| EOY | $77,465 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,301,951 | BOYAmt |
| EOY | $1,018,587 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,493 | BOYAmt |
| EOY | $1,468,185 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,696 | BOYAmt |
| EOY | $26,888 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $426,875 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $241,095 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,395 | BOYAmt |
| EOY | $185,780 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,855 | BOYAmt |
| EOY | $356,738 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,197,707 | BOYAmt |
| EOY | $3,133,643 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,041 | BOYAmt |
| EOY | $48,861 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,482 | BOYAmt |
| EOY | $1,276,849 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,523 | BOYAmt |
| EOY | $1,325,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,823 | BOYAmt |
| EOY | -$162,502 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,361 | BOYAmt |
| EOY | $1,970,435 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,539,184 | BOYAmt |
| EOY | $1,807,933 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,197,707 | BOYAmt |
| EOY | $3,133,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $110,523 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $273 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$842,047 | 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 | $13,208,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,553,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,824,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,023,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,692,349 | CurrentTaxYearAmt |
| Total | $36,301,975 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,208,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,553,319 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,824,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,023,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,692,349 | CurrentTaxYearAmt |
| Total | $36,301,975 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,032,789 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,269,186 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,944 | CurrentTaxYearAmt |
| Total | $91,782 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,252 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,604 | CurrentTaxYearAmt |
| Total | $128,414 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,522,171 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,280 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51050 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $353,855 | BeginningYearBalanceAmt |
| Contributions | $5,347 | ContributionsAmt |
| Investment Earnings Or Losses | $17,892 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,366 | OtherExpendituresAmt |
| Administrative Expenses | $4,990 | AdministrativeExpensesAmt |
| End Year Balance | $356,738 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $315,394 | BeginningYearBalanceAmt |
| Contributions | $9,808 | ContributionsAmt |
| Investment Earnings Or Losses | $46,874 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,028 | OtherExpendituresAmt |
| Administrative Expenses | $4,193 | AdministrativeExpensesAmt |
| End Year Balance | $353,855 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $287,997 | BeginningYearBalanceAmt |
| Contributions | $1,163 | ContributionsAmt |
| Investment Earnings Or Losses | $44,131 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,853 | OtherExpendituresAmt |
| Administrative Expenses | $4,044 | AdministrativeExpensesAmt |
| End Year Balance | $315,394 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,450 | BeginningYearBalanceAmt |
| Contributions | $8,912 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,186 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,294 | OtherExpendituresAmt |
| Administrative Expenses | $3,885 | AdministrativeExpensesAmt |
| End Year Balance | $287,997 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $279,389 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $34,384 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,576 | OtherExpendituresAmt |
| Administrative Expenses | $3,747 | AdministrativeExpensesAmt |
| End Year Balance | $304,450 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.84490 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.15510 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,934 | OtherCostOrOtherBasisAmt |
| Book Value | $83,934 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $248,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $184,292 | DepreciationAmt |
| Book Value | $63,970 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,803 | DepreciationAmt |
| Book Value | $37,876 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $185,780 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEGACY FOUNDATION | Desc |
| Book Value | $356,738 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $356,738 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION LIABILITY | Desc |
| Amt | $1,276,849 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,276,849 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,821,344 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $273 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $74,790 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $75,063 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,746,281 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,026,945 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,026,945 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,773,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,710,548 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $74,790 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $50 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $74,840 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,635,708 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,026,995 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,026,995 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,662,703 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FUNDS GIVEN TO A LOCAL COMMUNITY FOUNDATION THROUGH LAKE AREA UNITED WAY, INC. TO PROVIDE CONTINUED FUNDING TO LAKE AREA UNITED WAY, INC. INCOME FROM FUNDS MAY BE USED FOR OPERATING PURPOSES. |
| PART X, LINE 2: | WHEN APPLICABLE, CHANGES IN BENEFITS ARISING FROM CURRENT AND PRIOR TAX POSITIONS TAKEN BY THE ORGANIZATION ARE RECOGNIZED IN THE PERIOD IN WHICH THE CHANGE OCCURS. CHANGES RESULTING FROM SETTLEMENTS WITH TAXING AUTHORITIES ARE RECOGNIZED IN THE PERIOD THAT SETTLEMENT OCCURS. REDUCTIONS IN UNRECOGNIZED TAX BENEFITS AS A RESULT OF A LAPSE OF THE APPLICABLE STATUTE OF LIMITATIONS ARE RECOGNIZED IN THE PERIOD THE STATUTE LAPSES. PROJECTED PENALTIES AND INTEREST RECOGNIZED ON TAX POSITIONS WHERE IT IS REASONABLY POSSIBLE THAT THE ORGANIZATION'S TAX POSITION WILL NOT PREVAIL IN A REVIEW BY TAXING AUTHORITIES ARE RECOGNIZED AS PART OF CURRENT PERIOD INCOME TAX EXPENSE. THE CURRENT AND THREE PRIOR TAX PERIODS REMAIN SUBJECT TO EXAMINATION BY TAXING JURISDICTIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED PASSTHROUGH REVENUE NOT INCLUDABLE IN FINANCIAL STATEMENTS 1,026,995. GAMING EXPENSES -50. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAMING EXPENSES 50. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED PASSTHROUGH EXPENSES NOT INCLUDABLE IN FINANCIAL STATEMENTS 1,026,995. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (52 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 4 QUARTERS 4 LIFE COMMUNITY ORGANIZATION | |||||||
| 6069 MUSTANG BREEZE TRAIL UNIT 102 | HENDERSON | NV | 89011 | 272673566 | 501(C)(3) | $5,000 | ALLOCATION DESIGNATED BY DONOR |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $6,121 | ALLOCATION DESIGNATED BY DONOR |
| AMERICAN RED CROSS - LAKE COUNTY | |||||||
| 791 EAST 83TH AVENUE | MERRILLVILLE | IN | 46410 | 351587902 | 501(C)(3) | $223,959 | ANNUAL ALLOCATION |
| ANCILLA SYSTEMS INC (AKA NAZARETH HOME) | |||||||
| 1419 S LAKE PARK AVENUE | HOBART | IN | 46342 | 362609644 | 501(C)(3) | $15,000 | ALLOCATION DESIGNATED BY DONOR |
| ARC BRIDGES | |||||||
| 2650 WEST 35TH AVENUE | GARY | IN | 46408 | 351055076 | 501(C)(3) | $121,003 | ANNUAL ALLOCATION PLUS $30,000 DESIGNATED BY DONOR |
| BOOKS BRUSHES & BANDS FOR EDUCATION INC | |||||||
| 5920 HOHMAN AVENUE | HAMMOND | IN | 46320 | 352122525 | 501(C)(3) | $25,000 | ALLOCATION DESIGNATED BY DONOR |
| BOY SCOUTS OF AMERICA CALUMET COUNCIL | |||||||
| 8751 CALUMET AVENUE | MUNSTER | IN | 46321 | 350867968 | 501(C)(3) | $86,723 | ANNUAL ALLOCATION PLUS $10,000 DESIGNATED BY DONOR |
| BOYS AND GIRLS CLUBS OF NWI | |||||||
| 8392 MISSISSIPPI STREET 2ND FLOOR | MERRILLVILLE | IN | 46410 | 350941137 | 501(C)(3) | $285,480 | ANNUAL ALLOCATION |
| CAMPAGNA ACADEMY | |||||||
| 7403 CLINE AVENUE | SCHERERVILLE | IN | 46375 | 351068483 | 501(C)(3) | $18,879 | ALLOCATION DESIGNATED BY DONOR |
| CATHOLIC CHARITIES DIOCESE OF GARY | |||||||
| 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501(C)(3) | $487,375 | ANNUAL ALLOCATION PLUS $14,430 DESIGNATED BY DONOR |
| CEREBRAL PALSY OF NORTHWEST INDIANA INC AKA CENTER FOR POSSIBILITIES | |||||||
| 22 TYLER AVENUE | HOBART | IN | 46342 | 351169900 | 501(C)(3) | $39,603 | ANNUAL ALLOCATION |
| CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA INC | |||||||
| 2300 173RD STREET | HAMMOND | IN | 46323 | 351995603 | 501(C)(3) | $15,000 | ALLOCATION DESIGNATED BY DONOR |
| CRISIS CENTER | |||||||
| 101 N MONTGOMERY | GARY | IN | 46403 | 351324480 | 501(C)(3) | $62,576 | ANNUAL ALLOCATION |
| CROSSROADS YMCA | |||||||
| 2148 SUPERIOR AVENUE | GRIFFITH | IN | 46319 | 351369437 | 501(C)(3) | $154,643 | ANNUAL ALLOCATION PLUS $100,000 DESIGNATED BY DONOR |
| GARY NEIGHBORHOOD SERVICES | |||||||
| 300 W 21ST AVENUE | GARY | IN | 46407 | 351188882 | 501(C)(3) | $106,195 | ANNUAL ALLOCATION |
| GIRL SCOUTS OF GREATER CHICAGO AND NWI | |||||||
| 20 SOUTH CLARK ST | CHICAGO | IN | 60603 | 363871241 | 501(C)(3) | $85,549 | ANNUAL ALLOCATION |
| GREATER HAMMOND COMMUNITY SERVICES | |||||||
| 824 HOFFMAN STREET | HAMMOND | IN | 46327 | 351398205 | 501(C)(3) | $140,593 | ANNUAL ALLOCATION PLUS $25,000 DESIGNATED BY DONOR |
| HAMMOND BABE RUTH | |||||||
| 7543 ALEXANDER AVENUE | HAMMOND | IN | 46323 | 352004786 | 501(C)(3) | $5,000 | ALLOCATION DESIGNATED BY DONOR |
| HAMMOND COMMUNITY WATCH | |||||||
| 1115 170TH PL | HAMMOND | IN | 46324 | 200682610 | 501(C)(3) | $25,000 | ALLOCATION DESIGNATED BY DONOR |
| HAMMOND DEVELOPMENT CORPORATION (TOWLE THEATER) | |||||||
| 5246 HOHMAN AVENUE | HAMMOND | IN | 46320 | 351581423 | 501(C)(3) | $30,000 | ALLOCATION DESIGNATED BY DONOR |
| HAMMOND EDUCATION FOUNDATION INC | |||||||
| 41 WILLIAMS STREET | HAMMOND | IN | 46320 | 351572375 | 501(C)(3) | $7,500 | ALLOCATION DESIGNATED BY DONOR |
| AMATEUR ATHLETIC UNIONS OF THE US INC | |||||||
| 7007 TAPPER AVENUE | HAMMOND | IN | 46324 | 900813169 | 501(C)(3) | $6,000 | ALLOCATION DESIGNATED BY DONOR |
| HAVEN HOUSE | |||||||
| PO BOX 508 | HAMMOND | IN | 46325 | 351725951 | 501(C)(3) | $55,861 | ANNUAL ALLOCATION PLUS $25,000 DESIGNATED BY DONOR |
| HESSVILLE LITTLE LEAGUE | |||||||
| PO BOX 2123 | HAMMOND | IN | 46323 | 237175042 | 501(C)(3) | $20,000 | ALLOCATION DESIGNATED BY DONOR |
| HESSVILLE YOUTH HOOPS | |||||||
| PO BOX 2576 | HAMMOND | IN | 46323 | 352000638 | 501(C)(3) | $6,000 | ALLOCATION DESIGNATED BY DONOR |
| HOBART FAMILY YMCA | |||||||
| 601 WEST 40TH PLACE | HOBART | IN | 46342 | 351382817 | 501(C)(3) | $42,494 | ANNUAL ALLOCATION |
| INDIANA LEGAL SERVICES INC | |||||||
| 7863 BROADWAY | MERRILLVILLE | IN | 46410 | 356059654 | 501(C)(3) | $46,837 | ANNUAL ALLOCATION |
| LAKE COUNTY IN ECONOMIC ALLIANCE | |||||||
| 9101 TAFT ST | MERRILLVILLE | IN | 464105431 | 351598214 | 501(C)(3) | $20,000 | ALLOCATION DESIGNATED BY DONOR |
| MARION CATHOLIC HIGH SCHOOL | |||||||
| 700 S ASHLAND AVE | CHICAGO HEIGHTS | IL | 60411 | 362387143 | 501(C)(3) | $5,000 | ALLOCATION DESIGNATED BY DONOR |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | |||||||
| 8446 VIRGINIA STREET | MERRILLVILLE | IN | 46410 | 311168281 | 501(C)(3) | $107,947 | ANNUAL ALLOCATION |
| MENTAL HEALTH AMERICA OF LAKE COUNTY | |||||||
| 5201 FOUNTAIN DRIVE SUITE 1 | CROWN POINT | IN | 46307 | 351014213 | 501(C)(3) | $61,439 | ANNUAL ALLOCATION |
| NORTHWEST INDIANA CATHOLIC YOUTH ORGANIZATION | |||||||
| 7725 BROADWAY SUITE C | MERRILLVILLE | IN | 46410 | 350777082 | 501(C)(3) | $35,445 | ANNUAL ALLOCATION |
| NORTHWEST INDIANA COMMUNITY ACTION CORP (2-1-1) | |||||||
| 5240 FOUNTAIN DRIVE | CROWN POINT | IN | 46307 | 351112290 | 501(C)(3) | $76,909 | FUNDING FOR AREA 2-1-1 CALL CENTER |
| NWI SPECIAL EDUCATION COOPERATIVE | |||||||
| 2150 W 97TH PLACE | CROWN POINT | IN | 46307 | 351396399 | GOVERNMENTAL INSTR. | $39,901 | ALLOCATION DESIGNATED BY DONOR |
| PARENTS AS TEACHERS OF LAKE COUNTY DBA EARLY LEARNING PARTNERSHIP OF NWI | |||||||
| 6530 NEW HAMPSHIRE AVENUE | HAMMOND | IN | 46323 | 352109773 | 501(C)(3) | $61,106 | ANNUAL ALLOCATION PLUS $35,000 DESIGNATED BY DONOR |
| PURDUE UNIVERSITY CALUMET | |||||||
| 2200 169TH ST | HAMMOND | IN | 46323 | 356002041 | 501(C)(3) | $11,700 | ALLOCATION |
| SHARE FOUNDATION WITH THE HANDICAPPED INC | |||||||
| PO BOX 400 | ROLLING PRAIRIE | IN | 46371 | 351542762 | 501(C)(3) | $25,000 | ALLOCATION DESIGNATED BY DONOR |
| SOJOURNER TRUTH HOUSE | |||||||
| 410 W 13TH AVE | GARY | IN | 46407 | 270296707 | 501(C)(3) | $5,000 | ALLOCATION DESIGNATED BY DONOR |
| SOUTH SHORE ARTS INC | |||||||
| 1040 RIDGE ROAD | MUNSTER | IN | 46321 | 237049722 | 501(C)(3) | $20,000 | ALLOCATION DESIGNATED BY DONOR |
| ST CASIMIRS ROMAN CATHOLIC CHURCH | |||||||
| 4340 JOHNSON AVENUE | HAMMOND | IN | 46327 | 350883494 | 501(C)(3) | $10,000 | ALLOCATION DESIGNATED BY DONOR |
| ST JOSEPH'S CARMELITE HOME | |||||||
| 4840 GRASSELLI AVE | EAST CHICAGO | IN | 46312 | 351117320 | 501(C)(3) | $40,000 | ALLOCATION DESIGNATED BY DONOR |
| ST JUDE HOUSE | |||||||
| 12490 MARSHALL STREET | CROWN POINT | IN | 46307 | 351905782 | 501(C)(3) | $38,361 | ANNUAL ALLOCATION |
| ST MARIA GORETTI CHURCH | |||||||
| 500 NORTHGATE DR | DYER | IN | 46311 | 351610247 | 501(C)(3) | $50,000 | ALLOCATION DESIGNATED BY DONOR |
| THE CARING PLACE | |||||||
| 150 LINCOLNWAY SUITE 3002 | VALPARAISO | IN | 46383 | 310944075 | 501(C)(3) | $38,361 | ANNUAL ALLOCATION |
| THE OPHELIA STEEN CENTER | |||||||
| 5927 COLUMBIA AVENUE | HAMMOND | IN | 46320 | 351819950 | 501(C)(3) | $5,000 | ALLOCATION DESIGNATED BY DONOR |
| THE SALVATION ARMY | |||||||
| 8225 COLUMBIA AVENUE | MUNSTER | IN | 46321 | 362167910 | 501(C)(3) | $134,154 | ANNUAL ALLOCATION |
| TRADEWINDS | |||||||
| 3198 E 83RD PLACE | MERRILLVILLE | IN | 46410 | 351139485 | 501(C)(3) | $121,502 | ANNUAL ALLOCATION |
| UNITED CITIZENS ASSOCIATION INC | |||||||
| 2148 SUPERIOR AVENUE | WHITING | IN | 46394 | 351371891 | 501(C)(3) | $9,800 | ALLOCATION DESIGNATED BY DONOR |
| UNITED WAY OF METROPOLITAN CHICAGO | |||||||
| 333 S WABASH AVE 30TH FLR | CHICAGO | IL | 60604 | 300200478 | 501(C)(3) | $5,860 | ALLOCATION DESIGNATED BY DONOR |
| UNITED WAY OF PORTER COUNTY | |||||||
| 951 EASTPORT CENTRE DRIVE | VALPARAISO | IN | 46383 | 356006484 | 501(C)(3) | $44,041 | VOLUNTEER ACTION CENTER |
| URBAN LEAGUE OF NWI | |||||||
| 3101 BROADWAY | GARY | IN | 46409 | 351178594 | 501(C)(3) | $70,000 | ANNUAL ALLOCATION |
| YWCA OF NWI | |||||||
| 150 WEST 15TH AVENUE | GARY | IN | 46407 | 350868221 | 501(C)(3) | $85,887 | ANNUAL ALLOCATION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AGENCIES WHICH RECEIVE FUNDING FROM LAKE AREA UNITED WAY, INC. ARE REQUIRED TO PROVIDE FEDERAL FORM 990 AND A COPY OF THE ANNUAL AUDIT EACH YEAR TO THE LAKE AREA UNITED WAY, INC. ALLOCATIONS COMMITTEE. IN ADDITION, AN ANNUAL CITIZEN'S REVIEW IS PERFORMED WITH THE AGENCIES' EXECUTIVES AND BOARD BY THE LAKE AREA UNITED WAY, INC.'S AGENCY REVIEW COMMITTEE. THE EXPECTED OUTCOMES FOR THE AGENCIES ARE REVIEWED AND MEASURED BY THE LAKE AREA UNITED WAY, INC.'S ALLOCATIONS COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY MILLER | PersonNm |
| Title | COO, FORMER CHAIRPERSON | TitleTxt |
| Base Compensation Filing Org | $115,194 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,824 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $123,018 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND THE FINANCE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION IS REVIEWED BY SELECT MEMBERS OF THE EXECUTIVE BOARD ON AN ANNUAL BASIS. A PERFORMANCE REVIEW IS COMPLETED, AND FEEDBACK IS DISCLOSED TO THE PRESIDENT. ANY SALARY ADJUSTMENT IS COMMUNICATED BY THE BOARD TO THE CFO, THROUGH THE BOARD PRESIDENT OR THE CHAIR OF THE FINANCE COMMITTEE. THE OTHER EXECUTIVES ARE REVIEWED BY THE PRESIDENT, WHO MAKES SALARY RECOMMENDATIONS BASED ON INDUSTRY DATA AND PERFORMANCE REVIEWS. THESE ARE SUBMITTED FOR FINANCE COMMITTEE APPROVAL DURING THE ANNUAL BUDGET REVIEW PROCESS. ALL OTHER EMPLOYEES ARE EVALUATED BY DEPARTMENT HEADS AND THE FINANCE COMMITTEE REVIEWS AND APPROVES THE RESULTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COST -842,047. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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