HEART OF INDIANA UNITED WAY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEART OF INDIANA UNITED WAY INC (EIN 35-0996148)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201441329349300124
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-05-12T06:47:29-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Teipen Selanders Poynter & Ayres PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7340 E 82nd Street Suite A | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46256 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350996148 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Delaware County | BusinessNameLine1 |
| Business Name Line2 | Indiana Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 7652885586 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N High Street Suite 300 | AddressLine1 |
| City | Muncie | City |
| State | IN | State |
| ZIP Code | 47305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jenni Marsh | Name |
| Title | President and CEO | Title |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas G Ayres CPA | Name |
| PTIN | P00112607 | PTIN |
| Phone | 3175986700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Gross Receipts | 1845211 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.invitedtoliveunited.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1925 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | We engage the community to improve lives by focusing resources on education, income and health. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1944489 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1727586 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34219 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25114 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 26427 | InvestmentIncomePriorYear |
| Investment Income Current Year | 71526 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11617 | OtherRevenuePriorYear |
| Other Revenue Current Year | 19425 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2016752 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1843651 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 938895 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 891042 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 443754 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 371270 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 160772 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 800613 | OtherExpensePriorYear |
| Other Expenses Current Year | 712722 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2183262 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1975034 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -166510 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -131383 | RevenuesLessExpensesCY |
| Total Assets BOY | 3789298 | TotalAssetsBOY |
| Total Assets EOY | 3553423 | TotalAssetsEOY |
| Total Liabilities BOY | 1230961 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1126470 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2558337 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2426953 | NetAssetsOrFundBalancesEOY |
| Mission Description | We engage the community to improve lives by focusing resources on education, income and health. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 891042 | Expense |
| Grants | 891042 | Grants |
| Description | Provide funding to 25 partner agencies (including special grants and donor designations) in the Delaware County area after assessing community needs to determine the annual allocations. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 763384 | Expense |
| Description | Act as a fiscal agent for various privately funded, not-for-profit funded or state funded grants for specified purposes to improve or assist in improving the quality of life in Delaware County | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1654426 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jenni Marsh | NamePerson |
| Telephone Number | 7652885586 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N High Street Suite 300 | AddressLine1 |
| City | Muncie | City |
| State | IN | State |
| ZIP Code | 47305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Pat Clark | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jeff Johnson | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Sheila Spisak | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Mark McKinney | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Pastor Royce Mitchell | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jennifer Dudley | ||||||||
| Secretary | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Larry John | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Garry Foreman | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Cheryl Lindus | ||||||||
| Chair Elect | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Dr Mary Lewellen | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kevin Cope | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David Karnes | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Lynetta Harley | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kevin Kenyon | ||||||||
| Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Toni Estep | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Karen Hemberger | ||||||||
| Interim Executive Director | 40.00 | 0.00 | 60758 | 0 | 17660 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 60758 | TotalReportableCompFromOrg |
| Total Other Compensation | 17660 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1727586 | AllOtherContributions |
| Noncash Contributions | 27896 | NoncashContributions |
| Total Contributions | 1727586 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Service Fees | Description |
| Total Revenue Column | 25114 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25114 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25114 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71526 | TotalRevenueColumn |
| Exclusion | $71,526 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20985 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 1560 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19425 | TotalRevenueColumn |
| Exclusion | $19,425 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1843651 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25114 | RelatedOrExemptFunctionIncome |
| Exclusion | $90,951 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 891042 | Total |
| Program Services | 891042 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78419 | Total |
| Program Services | 51088 | ProgramServices |
| Management And General | 10247 | ManagementAndGeneral |
| Fundraising | 17084 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209202 | Total |
| Program Services | 136290 | ProgramServices |
| Management And General | 27336 | ManagementAndGeneral |
| Fundraising | 45576 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14977 | Total |
| Program Services | 9527 | ProgramServices |
| Management And General | 2043 | ManagementAndGeneral |
| Fundraising | 3407 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35710 | Total |
| Program Services | 22536 | ProgramServices |
| Management And General | 4939 | ManagementAndGeneral |
| Fundraising | 8235 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32962 | Total |
| Program Services | 17309 | ProgramServices |
| Management And General | 4737 | ManagementAndGeneral |
| Fundraising | 10916 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42750 | Total |
| Management And General | 41880 | ManagementAndGeneral |
| Fundraising | 870 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99022 | Total |
| Program Services | 80383 | ProgramServices |
| Management And General | 16161 | ManagementAndGeneral |
| Fundraising | 2478 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60191 | Total |
| Program Services | 12329 | ProgramServices |
| Management And General | 507 | ManagementAndGeneral |
| Fundraising | 47355 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9647 | Total |
| Program Services | 8305 | ProgramServices |
| Management And General | 503 | ManagementAndGeneral |
| Fundraising | 839 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7903 | Total |
| Program Services | 6670 | ProgramServices |
| Management And General | 462 | ManagementAndGeneral |
| Fundraising | 771 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6380 | Total |
| Program Services | 4622 | ProgramServices |
| Management And General | 863 | ManagementAndGeneral |
| Fundraising | 895 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8261 | Total |
| Program Services | 7017 | ProgramServices |
| Management And General | 598 | ManagementAndGeneral |
| Fundraising | 646 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36926 | Total |
| Program Services | 33891 | ProgramServices |
| Management And General | 1460 | ManagementAndGeneral |
| Fundraising | 1575 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15559 | Total |
| Management And General | 15559 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7787 | Total |
| Program Services | 4421 | ProgramServices |
| Management And General | 1287 | ManagementAndGeneral |
| Fundraising | 2079 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6716 | Total |
| Program Services | 3723 | ProgramServices |
| Management And General | 1122 | ManagementAndGeneral |
| Fundraising | 1871 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Special Events - Kickoff etc | 14953 | 6535 | 612 | 7806 |
| Loss on Asset Disposition | 23869 | 23869 | ||
| Special Projects | 69889 | 69889 | ||
| Donor Designations | 249533 | 249533 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53336 | Total |
| Program Services | 39316 | ProgramServices |
| Management And General | 5651 | ManagementAndGeneral |
| Fundraising | 8369 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1975034 | Total |
| Program Services | 1654426 | ProgramServices |
| Management And General | 159836 | ManagementAndGeneral |
| Fundraising | 160772 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1586629 | BOY |
| EOY | 1406430 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504902 | BOY |
| EOY | 506521 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 586887 | BOY |
| EOY | 508503 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1087 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15595 | BOY |
| EOY | 19703 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 375445 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 179006 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227095 | BOY |
| EOY | 196439 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 368894 | BOY |
| EOY | 414149 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499296 | BOY |
| EOY | 500591 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3789298 | BOY |
| EOY | 3553423 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80398 | BOY |
| EOY | 46138 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150563 | BOY |
| EOY | 1080332 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1230961 | BOY |
| EOY | 1126470 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1755301 | BOY |
| EOY | 1767980 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303740 | BOY |
| EOY | 158381 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499296 | BOY |
| EOY | 500592 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2558337 | BOY |
| EOY | 2426953 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3789298 | BOY |
| EOY | 3553423 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -131383 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1899846 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2025144 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2458811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1944489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1727586 | CurrentTaxYear |
| Total | 10055876 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1899846 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2025144 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2458811 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1944489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1727586 | CurrentTaxYear |
| Total | 10055876 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10055876 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5709 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 89596 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 99888 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 71526 | CurrentTaxYear |
| Total | 293146 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 13670 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19742 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11617 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19425 | CurrentTaxYear |
| Total | 64454 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10413476 | TotalSupport |
| Public Support Pertcentage170 | 0.96570 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96420 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 499296 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1296 | InvestmentEarningsOrLosses |
| End Of Year Balance | 500592 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 497832 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1464 | InvestmentEarningsOrLosses |
| End Of Year Balance | 499296 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 497553 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 279 | InvestmentEarningsOrLosses |
| End Of Year Balance | 497832 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 481356 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 16197 | InvestmentEarningsOrLosses |
| End Of Year Balance | 497553 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | -11353 | Contributions |
| Administrative Expenses | 481356 | AdministrativeExpenses |
| End Of Year Balance | 481356 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 375445 | OtherCostOrOtherBasis |
| Depreciation | 179006 | Depreciation |
| Book Value | 196439 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 196439 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 414149 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Beneficial Interest in Comm. Foundation | Description |
| Book Value | 500591 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 500591 | TotalBookValueOtherAssets |
| Tot Revenue Etc Audited Fincl Stmt | 1595678 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1560 | OtherRevenues |
| Revenue Not Rptd F990 | 1560 | RevenueNotRptdF990 |
| Revenue Subtotal | 1594118 | RevenueSubtotal |
| Other Revenues Not Included | 249533 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 249533 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1843651 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1727061 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1560 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1560 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1725501 | ExpensesSubtotal |
| Other Expenses Not Included | 249533 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 249533 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1975034 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Donor Designations $249533 |
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Golf Expense $1560 |
| Part XI, Line 4b | Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Donor Designations $249533 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Golf Expense $1560 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | United Way Delaware County, Inc. complies with financial statement reporting requirements recognizing its right to an asset held by a recipient organization as a beneficial interest. Assets maintained on behalf of the United Way of Delaware County, Inc. with the Community Foundation of Muncie and Delaware County, Inc. Accounting reporting standards require the not for profit to compute the net present value of future cash flows as an asset. 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 fund is unrestricted. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Kickoff ans All Other | NameOfEvent1 |
| Gross Receipts Event1 | 12470 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 12470 | GrossRevenueEvent1 |
| Name Of Event2 | Banquets and Dinners | NameOfEvent2 |
| Gross Receipts Event2 | 5480 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 5480 | GrossRevenueEvent2 |
| Gross Receipts Total | 17950 | GrossReceiptsTotal |
| Gross Revenue Total Events | 17950 | GrossRevenueTotalEvents |
| Net Income Summary | 17950 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| YMCA | |||||||
| 500 S Mulberry | Muncie | IN | 47308 | 350868215 | 44000 | 0 | PF - HS |
| United Daycare | |||||||
| 312 S Vine St | Muncie | IN | 47308 | 350868143 | 140000 | 0 | PF - HS |
| TeamWork for Quality Living | |||||||
| PO Box 468 | Muncie | IN | 47308 | 351986247 | 35000 | 0 | |
| Second Harvest | |||||||
| 6621 Old St Rd 3 | Muncie | IN | 47308 | 311111795 | 12000 | 0 | PF - HS |
| Rebuilding Together | |||||||
| PO Box 89 | Muncie | IN | 47308 | 351923351 | 8000 | 0 | |
| Project Leadership | |||||||
| 2500 N Elgin Street | Muncie | IN | 47303 | 311117791 | 10000 | 0 | |
| Path Stone Housing Corp | |||||||
| 1917 W Royale Dr | Muncie | IN | 47304 | 160984913 | 47000 | 0 | |
| Open Door BMH | |||||||
| 3715 S Madison St | Muncie | IN | 47308 | 352018494 | 75000 | 0 | PF - HS |
| Muncie Mission | |||||||
| 1725 S Liberty St | Muncie | IN | 47308 | 350869061 | 20000 | 0 | PF - HS |
| Muncie Boys & Girls Club | |||||||
| 1710 S Madison St | Muncie | IN | 47308 | 350869060 | 16000 | 0 | PF - HS |
| Motivate Our Minds | |||||||
| PO Box 384 | Muncie | IN | 47308 | 351734264 | 24000 | 0 | PF - HS |
| Meals on Wheels | |||||||
| 2401 W University Ave | Muncie | IN | 47308 | 237160756 | 19000 | 0 | PF - HS |
| Interlocal Community Action | |||||||
| 615 S SR 38 PO Box 449 | New Castle | IN | 47362 | 351116629 | 17000 | 0 | |
| Huffer Memorial--CCR&R | |||||||
| 2000 N Elgin St | Muncie | IN | 47308 | 351275252 | 36000 | 0 | PF - HS |
| Huffer Memorial - Educare | |||||||
| 2000 N Elgin St | Muncie | IN | 47308 | 351275252 | 96000 | 0 | |
| Hillcroft Services | |||||||
| 114 E Streeter Ave | Muncie | IN | 47308 | 351041919 | 21000 | 0 | PF - HS |
| Health & Hosp Co of Marion Ct | |||||||
| 3838 N Rural St | Indianapolis | IN | 46205 | 13000 | 0 | ||
| Future Choices | |||||||
| 309 N High Street | Muncie | IN | 47305 | 351967070 | 12000 | 0 | |
| Cancer Services | |||||||
| 401 W Jackson | Muncie | IN | 47308 | 350988703 | 12000 | 0 | PF - HS |
| Buley Community Center | |||||||
| 1111 North Penn Street | Muncie | IN | 47303 | 270789850 | 35000 | 0 | |
| Bridges Community Svc | |||||||
| 318 W Eighth St | Muncie | IN | 47308 | 351956251 | 40000 | 0 | PF - HS |
| Big Brothers Big Sisters | |||||||
| 220 N Walnut St | Muncie | IN | 47308 | 351276651 | 50000 | 0 | PF - HS |
| Alpha Center | |||||||
| 315 South Monroe | Muncie | IN | 47308 | 351417901 | 22500 | 0 | PF - HS |
| Alliance for Strategic Growth | |||||||
| 122 E Main Street | Muncie | IN | 47305 | 020670190 | 40000 | 0 | |
| A Better Way | |||||||
| 806 W Jackson St | Muncie | IN | 47308 | 350868081 | 58000 | 0 | PF - HS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 24 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Grant allocations are monitored during the approval process and throughout the period of the grant in which payments are made. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| United Way of America - Standard A | The return has been amended to include designated funds as contributions to the organization 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 expense are prohibited by GAAP for audited financial statements. The United Way of America "Implementation Requirements for Membership Standard A, Tax Exempt Status & IRS Form 990 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 I, Part II (h) | Purpose of grant assistance PF - HS represents Program Funding for Human Services. | |
| Form 990, Part VI, Section A 8b | Minutes are maintained by committees who work on projects on behalf of the board. No committees has the authority to act on behalf of the board. All committee recommendations are brought before the board for a formal vote to approve or not approve projects or recommendations. | |
| FORM 990, Part V - Questions 7g and 7h | The Organization had no contributions of intellectual property, cars, boats, airplanes or other vehicles. | |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Rounding = -$1 | Form 990, Part XI, Line 9 |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Form 990 and audited financial statements, governing documents and policies are available upon request at the Delaware County United Way, Inc. office located at 400 N. High Street, Suite 300, Muncie Indiana 47305 by any person or organization requesting the information. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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 bench marks 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, Line 15b |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Conflict of interest statements are signed annual 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, Line 12c |
| Form 990, Part VI, Line 11b: Form 990 Review Process | A draft copy was given to the governing body prior to filing the final 990. Board members reviewed the 990 for accuracy prior to filing. | Form 990, Part VI, Line 11b |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | United Way of Delaware County, Inc by-laws state that membership shall consist of only of the membership of the Board. | Form 990, Part VI, Line 6 |
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