2015-05-14T14:45:38-05:00 2014-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2013-07-01 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 2015-05-13 1 JOHN D MARTIN CPA P00321694 7652843384 2015-05-12 2013 2016-02-25 16:41:14Z JENNIFER MARSH 400 N HIGH STREET SUITE 300 MUNCIE IN 47305 1928094 0 X WWW.INVITEDTOLIVEUNITED.ORG X 1925 IN WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. 15 15 9 40 0 0 1727586 1697328 25114 63585 71526 131194 19425 23006 1843651 1915113 891042 1147963 0 0 371270 327152 0 0 135944 712722 308417 1975034 1783532 -131383 131581 3553423 3623957 1126470 1065423 2426953 2558534 X WE ENGAGE THE COMMUNITY TO IMPROVE LIVES BY FOCUSING RESOURCES ON EDUCATION, INCOME, AND HEALTH. 0 0 1330200 1147963 27647 UNITED WAY OF DELAWARE COUNTY UNITES THE CARING POWER OF OUR COMMUNITY TO IMPROVE LIVES. THE ORGANIZATION WORKS WITH DONORS, VOLUNTEERS AND ADVOCATES TO SECURE RESOURCES AND FOCUS THEM ON THE BUILDING BLOCKS OF A GOOD LIFE-EDUCATION, INCOME AND HEALTH. UNITED WAY OF DELAWARE COUNTY IS POSITIONED TO FOCUS ON THE WHOLE COMMUNITY, IDENTIFYING GAPS IN SERVICES AVAILABLE TO THOSE IN NEED, AND ALIGNING 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 THEM IN THE FUTURE. THROUGH COMMUNITY INVESTMENTS, AS WELL AS DIRECT SERVICE PROGRAMS, UNITED WAY IMPACTS THE QUALITY OF LIFE FOR ALL WHO RESIDE IN DELAWARE COUNTY. 94069 35938 THE INDIANA NONPROFIT RESOURCE NETWORK-EASTERN REGION, A PROGRAM OF UNITED WAY OF DELAWARE COUNTY, STRENGTHENS NONPROFITS WITH CAPACITY-BUILDING OPPORTUNITIES TO SUCCESSFULLY CARRY OUT THEIR MISSIONS. THIS PROGRAM IS PROVIDED IN PARTNERSHIP WITH THE INDIANA ASSOCIATION OF UNITED WAYS AND SERVES NINETEEN COUNTIES IN THE EASTERN REGION OF INDIANA. THE INDIANA NONPROFIT NETWORK IS THE LEADER IN DELIVERING PRACTICAL, EASY-TO-USE INFORMATION FOR ALL LEVELS OF NONPROFIT STAFF AND VOLUNTEERS. SERVICES OFFERED INCLUDE: WORKSHOPS AND WEBINARS, CONSULTING AND CUSTOM TRAINING SERVICES; EXECUTIVE COACHING AND TECHNICAL ASSISTANCE; AND LIBRARY RESOURCES. THE NETWORK'S SERVICES PROVIDE AFFORDABLE; ACCESSIBLE; AND HIGH-QUALITY PUBLIC AND PRIVATE WORKSHOPS; BOARD RETREATS; CONSULTATIONS; AND RESOURCE REFERRALS FOR INDIANA NONPROFITS. 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. 1424269 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 23 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 TONI ESTEP DIRECTOR 1.00 X 0 0 0 KEVIN KENYON PAST CHAIR 1.00 X X 0 0 0 GARY FOREMAN DIRECTOR 1.00 X 0 0 0 DAVID KARNES DIRECTOR 1.00 X 0 0 0 KEVIN COPE DIRECTOR 1.00 X 0 0 0 DR MARY LEWELLEN DIRECTOR 1.00 X 0 0 0 CHERYL LINDUS CHAIR 1.00 X X 0 0 0 CHRIS CALDWELL DIRECTOR 1.00 X 0 0 0 LARRY JOHN DIRECTOR 1.00 X 0 0 0 JENNIFER DUDLEY SECRETARY/TREASURER 1.00 X X 0 0 0 MARCHAL HUDSON DIRECTOR 1.00 X 0 0 0 MARK MCKINNEY DIRECTOR 1.00 X 0 0 0 SHEILA SPISAK DIRECTOR 1.00 X 0 0 0 JEFF JOHNSON DIRECTOR 1.00 X 0 0 0 PAT CLARK DIRECTOR 1.00 X 0 0 0 JENNI MARSH EXECUTIVE DIRECTOR 40.00 X 37523 0 0 KAREN HEMBERGER INTERIM EXECUTIVE DIRECTOR 40.00 X 35410 0 0 72933 0 0 0 0 0 0 0 1697328 31249 1697328 NRN PROGRAM FEES 611430 35938 35938 SERVICE FEES 561000 27647 27647 63585 131194 131194 23370 12981 10389 10389 MISCELLANEOUS INCOME 900099 12617 12617 12617 1915113 63585 0 154200 1147963 1147963 86126 41874 24503 19749 174402 84784 49620 39998 6753 4828 590 1335 33043 21125 8193 3725 26828 11934 8216 6678 41880 41880 5414 5414 70947 50669 18812 1466 64585 12936 14462 37187 35968 16244 12284 7440 1997 674 774 549 27903 9302 11022 7579 3632 2765 505 362 15114 11070 3486 558 15698 15698 2943 993 1141 809 7349 2480 2848 2021 CAMPAIGN, SPECIAL EVENT 5904 1505 116 4283 MISCELLANEOUS 4854 1753 1990 1111 DUES AND SUBSCRIPTIONS 4229 1370 1765 1094 1783532 1424269 223319 135944 1406430 1584714 506521 463759 508503 528861 1087 1087 19703 17462 75572 63968 196439 11604 414149 480799 500591 535671 3553423 3623957 46138 42118 1080332 1023305 1126470 1065423 X 1767980 1819991 158381 202872 500592 535671 2426953 2558534 3553423 3623957 131581 0 X X 0 1 X 1 0 X 2025144 2458811 1944489 1727586 1697328 9853358 2025144 2458811 1944489 1727586 1697328 9853358 860295 8993063 89596 99888 26427 71526 131194 418631 13670 19742 11617 19425 131194 195648 10467637 63585 0.85910 0.96570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 553312 200 56814 -16608 593718 521656 50 48663 -17057 553312 497832 22360 1464 521656 497553 279 497832 481356 16197 497553 0.00000 0.90220 0.09780 1 0 75572 63968 11604 11604 COMMUNITY FOUNDATION-STABILIZATION FUND 480799 F 480799 BENEFICIAL INTEREST IN ASSETS HELD 535671 535671 1661600 417 12981 13398 1648202 5414 261497 266911 1915113 1530019 417 12981 13398 1516621 266911 266911 1783532 PART V, LINE 4: UNITED WAY OF DELAWARE COUNTY, INC. 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, INC., 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, INC. 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 12,981. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 261,497. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSIFICATION 12,981. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED DISTRIBUTIONS 261,497. INVESTMENT FEES 5,414. 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 & 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 & ANNUAL DINNER 18042 18042 10019 120 1111 GOLF OUTING 5328 5328 147 1584 23370 23370 10166 120 2695 12981 10389 0 A BETTER WAY 806 W JACKSON STREET MUNCIE IN 47308 350868081 501(C)(3) 77662 FUNDING ALLOCATION AND DESIGNATED FUNDING ANIMAL RESCUE FUND INC 1209 W RIGGIN ROAD MUNCIE IN 47303 352045922 501(C)(3) 6794 DESIGNATED FUNDING ALLIANCE FOR STRATEGIC GROWTH 122 E MAIN STREET MUNCIE IN 47305 020670190 501(C)(3) 40050 FUNDING ALLOCATION AND DESIGNATED FUNDING BIG BROTHERS BIG SISTERS OF EAST CENTRAL INDIANA 220 N WALNUT STREET MUNCIE IN 47305 351276651 501(C)(3) 13149 DESIGNATED FUNDING BRIDGES COMMUNITY SERVICES 318 W EIGHT STREET MUNCIE IN 47308 351956251 501(C)(3) 43085 FUNDING ALLOCATION AND DESIGNATED FUNDING BULEY COMMUNITY CENTER 1111 N PENN STREET MUNCIE IN 47303 270789850 501(C)(3) 37351 FUNDING ALLOCATION AND DESIGNATED FUNDING CANCER SERVICES OF EAST CENTRAL INDIANA 401 W JACKSON STREET MUNCIE IN 47308 350988703 501(C)(3) 44760 FUNDING ALLOCATION, DESIGNATED FUNDING, AND HVAC UNIT FUTURE CHOICES 309 N HIGH STREET MUNCIE IN 47305 351967070 501(C)(3) 12315 FUNDING ALLOCATION AND DESIGNATED FUNDING HILLCROFT SERVICES INC 114 E STREET AVENUE MUNCIE IN 47303 351041919 501(C)(3) 13205 DESIGNATED FUNDING HUFFER MEMORIAL CHILDREN'S CENTER-EDUCARE CENTER 2000 N ELGIN STREET MUNCIE IN 47308 351275252 501(C)(3) 101464 FUNDING ALLOCATION AND DESIGNATED FUNDING HUFFER MEMORIAL CHILDREN'S CENTER-CHILD RESOURCE & REFERRAL 2000 N ELGIN STREET MUNCIE IN 47308 351275252 501(C)(3) 36669 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) 17175 FUNDING ALLOCATION AND DESIGNATED FUNDING LIFESTREAM SERVICES PO BOX 308 YORKTOWN IN 47396 351356741 501(C)(3) 5316 DESIGNATED FUNDING LOCAL CONNECTION-COOPERATING AGENCIES-INTERLOCAL CAP 407 W MAIN STREET MUNCIE IN 47305 351116629 501(C)(3) 12500 LOCAL CONNECTION-COOPERATING AGENCIES TO ADDRESS COMMUNITY CONDITIONS LOCAL CONNECTION-COOPERATING AGENCIES-HEALTH & HOSPITAL CORPORATION 3838 N RURAL STREET INDIANAPOLIS IN 46205 MUNICIPALITY 28500 LOCAL CONNECTION-COOPERATING AGENCIES-COVERING KIDS AND FAMILIES PROGRAM LOCAL CONNECTION-COOPERATING AGENCIES BENEFITING-LONGFELLOW ELEMENTARY-MCS 2501 N OAKWOOD AVENUE MUNCIE IN 47304 PUBLIC SCHOOL 13262 LOCAL CONNECTION-COOPERATING AGENCIES-KINDERGARTEN COUNTDOWN AND READING CONNECTION PROGRAMS MEALS ON WHEELS 2401 W UNIVERSITY AVENUE MUNCIE IN 47308 237160756 501(C)(3) 33623 FUNDING ALLOCATION AND DESIGNATED FUNDING MOTIVATE OUR MINDS INC PO BOX 384 MUNCIE IN 47308 351734264 501(C)(3) 38811 FUNDING ALLOCATION AND DESIGNATED FUNDING MUNCIE BOYS & GIRLS CLUB 1710 S MADISON STREET MUNCIE IN 47308 350869060 501(C)(3) 50502 FUNDING ALLOCATION, DESIGNATED FUNDING, AND BUDGET ASSISTANCE MUNCIE MISSION MINISTRIES 1725 S LIBERTY STREET MUNCIE IN 47308 350869061 501(C)(3) 37784 FUNDING ALLOCATION AND DESIGNATED FUNDING OPEN DOOR HEALTH SERVICES 3715 S MADISON STREET MUNCIE IN 47308 352018494 501(C)(3) 87815 FUNDING ALLOCATION AND DESIGNATED FUNDING PATH STONE HOUSING CORP 1917 W ROYAL DRIVE MUNCIE IN 47304 160984913 501(C)(3) 47177 FUNDING ALLOCATION AND DESIGNATED FUNDING PROJECT LEADERSHIP DELAWARE COUNTY 2500 N ELGIN STREET MUNCIE IN 47303 311117791 501(C)(3) 10923 FUNDING ALLOCATION AND DESIGNATED FUNDING REBUILDING TOGETHER PO BOX 89 MUNCIE IN 47308 351923351 501(C)(3) 9032 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) 29692 FUNDING ALLOCATION AND DESIGNATED FUNDING TEAMWORK FOR QUALITY LIVING PO BOX 468 MUNCIE IN 47308 351986247 501(C)(3) 37600 FUNDING ALLOCATION AND DESIGNATED FUNDING UNITED DAYCARE CENTER 312 S VINE STREET MUNCIE IN 47308 350868143 501(C)(3) 143520 FUNDING ALLOCATION AND DESIGNATED FUNDING YMCA 500 S MULBERRY STREET MUNCIE IN 47308 350868215 501(C)(3) 46936 FUNDING ALLOCATION AND DESIGNATED FUNDING 24 2 PART I, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANT FUNDS IN THE U.S. GRANT ALLOCATIONS ARE MONITORED DURING THE APPROVAL PROCESS AND THROUGHOUT THE PERIOD OF THE GRANT IN WHICH PAYMENTS ARE MADE. X NEWSPAPER ADV 1 31249 VALUE OF ADVERTISING 0 0 0 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 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING THE FINAL FORM 990. BOARD MEMBERS REVIEW 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 XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS. FORM 9902, PART V, QUESTONS 7G AND 7H THE ORGANIZATION HAD NO CONTRIBUTIONS OF INTELLECTUAL PROPERTY, CARS, BOATS, AIRPLANES, OR OTHER VEHICLES.