UNITED WAY OF MARSHALL COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARSHALL COUNTY INC (EIN 23-7220922)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-07
- IRS object ID
- 201443119349300109
- Schema version
- 2013v3.1
- 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 | 2014-11-07T07:36:14-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1 |
| City | MUNCIE | City |
| State | IN | State |
| ZIP Code | 473080042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237220922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARSHALL COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5749363366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 392 | AddressLine1 |
| City | PLYMOUTH | City |
| State | IN | State |
| ZIP Code | 46563 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA K YODER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5749363366 | PhoneNum |
| Signature | 2014-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK W BURKEY | PreparerPersonNm |
| PTIN | P00444925 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2014-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA K YODER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 N MICHIGAN ST | AddressLine1 |
| City | PLYMOUTH | City |
| State | IN | State |
| ZIP Code | 46563 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $497,665 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARSHALLCOUNTYUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE OUR COMMUNITY TO INVEST ITS TIME, TALENTS AND TREASURES TO HELP OUR NEIGHBORHOOD MEET THE MOST BASIC NEEDS OF EDUCATION, HEALTH, AND INCOME BY IGNITING THE CARING POWER OF THE HUMAN SPIRIT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 168 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $476,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $483,393 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $2,227 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,253 | PYInvestmentIncomeAmt |
| CY Investment Income | -$270 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,677 | PYOtherRevenueAmt |
| CY Other Revenue | $12,045 | CYOtherRevenueAmt |
| PY Total Revenue | $500,762 | PYTotalRevenueAmt |
| CY Total Revenue | $497,395 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $312,538 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $337,471 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $96,950 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $105,301 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,590 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $58,059 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $50,202 | PYOtherExpensesAmt |
| CY Other Expenses | $63,882 | CYOtherExpensesAmt |
| PY Total Expenses | $461,280 | PYTotalExpensesAmt |
| CY Total Expenses | $506,654 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,482 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,259 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $548,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $554,963 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,547 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $508,570 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $531,790 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE OUR COMMUNITY TO INVEST ITS TIME, TALENTS AND TREASURES TO HELP OUR NEIGHBORHOOD MEET THE MOST BASIC NEEDS OF EDUCATION, HEALTH, AND INCOME BY IGNITING THE CARING POWER OF THE HUMAN SPIRIT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $327,969 | ExpenseAmt |
| Grant | $327,969 | GrantAmt |
| Revenue | $2,227 | RevenueAmt |
| Desc | THE UNITED WAY OF MARSHALL COUNTY, INC. CONDUCTS COUNTY-WIDE FUNDRAISING EFFORTS ANNUALLY TO SUPPORT OTHER LOCAL AGENCIES AND SERVICE PROVIDERS THAT ADDRESS HEALTH AND HUMAN SERVICES NEEDS IN MARHSALL COUNTY, INDIANA. THE ORGANIZATION IS DEDICATED TO PROVIDING FUNDS FOR CHARITABLE, EDUCATIONAL, AND PHILANTHROPIC PURPOSES. THE ORGANIZATION ALSO RECEIVED DONATED SERVICES OF 10,800 FOR THE YEAR ENDED DECEMBER 31, 2013. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,997 | ExpenseAmt |
| Grant | $4,258 | GrantAmt |
| Desc | THE UNITED WAY OF MARSHALL COUNTY, INC. FORMED THE UNITED WAY FINANCIAL STABILITIY COMMITTEE IN ORDER TO PROVIDE INITIATIVES TO DEVELOP, SUPPORT, AND ADVANCE YEAR-ROUND EFFORTS THAT PROVIDE HARD-WORKING INDIVIDUALS AND FAMILIES WITH THE TOOLS, RESOURCES, AND SUPPORT NEEDED TO BECOME MORE FINANCIALLY STABLE AND ECONOMICALLY INDEPENDENT. SPECIFICALLY, THE GRANT ADDRESSES THE UNITED WAY OF AMERICA'S INCOME GOAL OF HELPING FAMILIES BECOME FINANCIALLY STABLE AND INDEPENDENT BY PROVIDING FINANCIAL EDUCATION. SEE SCHEDULE O FOR THE TOP THREE PROGRAMS RELATED TO THIS PROGRAM ACTIVITY. THE TOP THREE PROGRAMS RELATED TO THE FINANCIAL STABILITY GRANT INCLUDE: "WHERE DOES YOUR MONEY GO," "ECONOMICS FOR SUCCESS," AND "MONEY SMART WEEK." "WHERE DOES YOUR MONEY GO" IS AN EDUCATIONAL PROGRAM THAT PROVIDES AN INTRODUCTORY COURSE IN FINANCIAL STABILITY AND MONEY MANAGEMENT. PARTICIPANTS ENGAGE IN HANDS-ON ACTIVITIES AND COMPLETE MONEY-MANAGEMENT WORKSHEETS IN FOUR 1 1/2 HOUR SESSIONS. "ECONOMICS FOR SUCCESS" PROVIDES HANDS-ON EXPERIENCE, TOOLS FOR LEARNING AND UNDERSTANDING FINANCIAL LITERACY, EXERCISES FOR UP TO TWO GRADE LEVELS (UP TO 8TH GRADE) AND WORK READINESS WHILE IN THE CLASSROOM ENVIRONMENT. "MONEY SMART WEEK" IS A SERIES OF FREE WORKSHOPS AND ACTIVITIES DESIGNED TO HELP CONSUMERS BETTER MANAGE THEIR PERSONAL FINANCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,463 | ExpenseAmt |
| Desc | THE UNITED WAY OF MARSHALL COUNTY, INC. RECEIVED A GRANT TO PROVIDE FLEXIBLE FUNDING FOR THE PURPOSES OF ASSESSING AND EVALUATING THE FUNDING NEEDS IN MARSHALL COUNTY, INDIANA AS A RESULT OF THE 2008 FLOODS, TORNADOS, AND STORMS. THE FUNDING MAY BE USED FOR IMMEDIATE NEEDS AND FOR IDENTIFYING AND VALUING THE COUNTY'S FUTURE NEEDS AS A RESULT OF DISASTERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,386 | ExpenseAmt |
| Revenue | $427 | RevenueAmt |
| Desc | BALANCE SHOWN IN OTHER PROGRAM SERVICES EXPENSES REPRESENTS OTHER EXPENSES ALLOCATED TO PROGRAM SERVICES INCLUDED ON PART IX, STATEMENT OF FUNCTIONAL EXPENSES, COLUMN B, PROGRAM SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,386 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $427 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $376,815 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONNIE KREPS | PersonNm |
| Phone | 5749363366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 N MICHIGAN ST | AddressLine1 |
| City | PLYMOUTH | City |
| State | IN | State |
| ZIP Code | 46563 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| FRANCIS ELLERT | ||||||
| PRESIDENT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM BLACKBURN | ||||||
| VICE PRESIDE | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK FELDMAN | ||||||
| TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JESSICA OLIVER | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| DICK FEATHERSTONE | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL MURASKO | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| CHELSEA ROOSE | ||||||
| SECRETARY | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM WAGNER | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| AMY MORRIS-DODSON | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| GREG COMPTON | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| CHAD DREIBELBIS | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| JEFFERY HOUIN | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| LOUISE MASON | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| RUSS MIKEL | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| MAGGIE NIXON | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| MELISSA OWEN | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| AIMEE PORTTEUS | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| YAQOOB RANA | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| CINDY RASH | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| STACY SCHEETZ | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| JAN ANTHONY-STARR | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| LEE WILLHITE | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA YODER | ||||||
| EXECUTIVE DI | 15.00 | Yes (X) | $25,904 | $0 | $777 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $25,904 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $777 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $483,393 | AllOtherContributionsAmt |
| Noncash Contributions | $1,867 | NoncashContributionsAmt |
| Total Contributions | $483,393 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Total Revenue Column | $2,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,227 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,227 | TotalProgramServiceRevenueAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $270 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$270 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$270 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$270 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,618 | FundraisingGrossIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,618 | TotalRevenueColumnAmt |
| Exclusion | $11,618 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $427 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $427 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $497,395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,384 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,618 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,471 | TotalAmt |
| Program Services | $337,471 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,904 | TotalAmt |
| Program Services | $8,626 | ProgramServicesAmt |
| Management And General | $8,652 | ManagementAndGeneralAmt |
| Fundraising | $8,626 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,821 | TotalAmt |
| Program Services | $21,628 | ProgramServicesAmt |
| Management And General | $27,162 | ManagementAndGeneralAmt |
| Fundraising | $24,031 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,576 | TotalAmt |
| Program Services | $1,953 | ProgramServicesAmt |
| Management And General | $2,453 | ManagementAndGeneralAmt |
| Fundraising | $2,170 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,336 | TotalAmt |
| Management And General | $6,336 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,946 | TotalAmt |
| Management And General | $10,946 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,678 | TotalAmt |
| Program Services | $868 | ProgramServicesAmt |
| Management And General | $3,199 | ManagementAndGeneralAmt |
| Fundraising | $1,611 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,964 | TotalAmt |
| Program Services | $2,039 | ProgramServicesAmt |
| Management And General | $3,417 | ManagementAndGeneralAmt |
| Fundraising | $5,508 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53 | TotalAmt |
| Fundraising | $53 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374 | TotalAmt |
| Program Services | $374 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,178 | TotalAmt |
| Program Services | $1,253 | ProgramServicesAmt |
| Management And General | $1,546 | ManagementAndGeneralAmt |
| Fundraising | $1,379 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,432 | TotalAmt |
| Program Services | $1,019 | ProgramServicesAmt |
| Management And General | $1,280 | ManagementAndGeneralAmt |
| Fundraising | $1,133 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,423 | TotalAmt |
| Program Services | $1,017 | ProgramServicesAmt |
| Management And General | $1,277 | ManagementAndGeneralAmt |
| Fundraising | $1,129 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| CAMPAIGN EXPENSE | $12,679 | $1,350 | $11,329 | |
| MISCELLANEOUS | $2,523 | $2,523 | ||
| DUES & SUBSCRIPTIONS | $2,323 | $1,276 | $769 | $278 |
| EQUIPMENT REPAIRS | $973 | $363 | $321 | $289 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,654 | TotalAmt |
| Program Services | $376,815 | ProgramServicesAmt |
| Management And General | $71,780 | ManagementAndGeneralAmt |
| Fundraising | $58,059 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,733 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,519 | BOYAmt |
| EOY | $252,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,143 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,762 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,347 | BOYAmt |
| EOY | $6,381 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,397 | BOYAmt |
| EOY | $296,328 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,117 | BOYAmt |
| EOY | $554,963 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,547 | BOYAmt |
| EOY | $23,173 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,547 | BOYAmt |
| EOY | $23,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,604 | BOYAmt |
| EOY | $444,551 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,966 | BOYAmt |
| EOY | $87,239 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,570 | BOYAmt |
| EOY | $531,790 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,117 | BOYAmt |
| EOY | $554,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,259 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $2,508 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $29,971 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $437,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $509,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $434,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $476,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $483,393 | CurrentTaxYearAmt |
| Total | $2,341,853 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $437,794 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $509,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $434,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $476,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $483,393 | CurrentTaxYearAmt |
| Total | $2,341,853 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,473 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,332,380 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$10,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,720 | CurrentTaxYearAmt |
| Total | $47,713 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,315 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,618 | CurrentTaxYearAmt |
| Total | $105,454 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,495,020 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,654 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 93,836 | ExplanationTxt |
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 | $133,528 | BeginningYearBalanceAmt |
| Contributions | $62,747 | ContributionsAmt |
| Investment Earnings Or Losses | $18,232 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,491 | OtherExpendituresAmt |
| Administrative Expenses | $603 | AdministrativeExpensesAmt |
| End Year Balance | $210,413 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,504 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,742 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,191 | OtherExpendituresAmt |
| Administrative Expenses | $527 | AdministrativeExpensesAmt |
| End Year Balance | $133,528 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,273 | BeginningYearBalanceAmt |
| Contributions | $3,605 | ContributionsAmt |
| Investment Earnings Or Losses | -$778 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,163 | OtherExpendituresAmt |
| Administrative Expenses | $433 | AdministrativeExpensesAmt |
| End Year Balance | $30,504 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,186 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,294 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $207 | AdministrativeExpensesAmt |
| End Year Balance | $29,273 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,466 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $280 | AdministrativeExpensesAmt |
| End Year Balance | $26,186 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,762 | DepreciationAmt |
| Book Value | $6,381 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,381 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DESIGNATIONS PAYABLE | Desc |
| Amt | $23,173 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $23,173 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $484,556 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $17,479 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $37,565 | OtherRevenueAmt |
| Revenue Not Reported | $55,044 | RevenueNotReportedAmt |
| Revenue Subtotal | $429,512 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,177 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $66,706 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $67,883 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $497,395 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $461,336 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $14,971 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $14,971 | ExpensesNotReportedAmt |
| Expenses Subtotal | $446,365 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,177 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $59,112 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $60,289 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $506,654 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE PURPOSE OF THE FUND IS TO PROVIDE SUPPORT TO THE UNITED WAY OF MARSHALL COUNTY AS DIRECTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION. SUCH SUPPORT SHALL BE USED TO FURTHER THE CHARITABLE OR OTHER EXEMPT PURPOSES OF THE DESIGNATED AGENCY AND SHALL BE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE ORGANIZATION NOW RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE ORGANIZATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2010, 2011, AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | AGENCY INVESTMENT INCOME 37,565 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DONOR DESIGNATIONS 66,706 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DONOR DESIGNATIONS 59,112 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| W GARRO ST | PLYMOUTH | IN | 46563 | 530196605 | 501C3 | $13,000 | DISASTER RELIEF | |
| BOYS AND GIRLS CLUB OF MARSHALL | ||||||||
| 314 E JEFFERSON ST | PLYMOUTH | IN | 46563 | 351955489 | 501C3 | $36,136 | YOUTH SERVICES | COUNTY |
| CARE AND SHARE | ||||||||
| LAPORTE STREET | PLYMOUTH | IN | 46563 | 350271171 | 501C3 | $13,689 | EMERGENCY RELIEF | |
| COMMUNITY HOSPITAL OF BREMAN | ||||||||
| BOX 8 1020 HIGH ROAD | BREMAN | IN | 46506 | 350835006 | 501C3 | $21,308 | HOST HEALTH DEPT | |
| CULVER BOYS AND GIRLS CLUB | ||||||||
| BOX 44 401 SCHOOL ST | CULVER | IN | 46511 | 352130065 | 501C3 | $25,925 | AFTER SCHOOL PROGRAM | |
| LASALLE COUNCIL BOY SCOUTS OF | ||||||||
| 1340 SOUTH BEND AVE | SOUTH BEND | IN | 46617 | 221576300 | 501C3 | $7,079 | EDUCATION | AMERICA |
| MC NEIGHBORHOOD CENTER GIFT OF | ||||||||
| BOX 353 402 W GARRO ST | PLYMOUTH | IN | 46563 | 351539175 | 501C3 | $55,000 | COMMUNITY SERVICES | WARMTH |
| MARSHALL COUNTY COUNCIL ON AGING | ||||||||
| 305 W HARRISON ST | PLYMOUTH | IN | 46563 | 351522711 | 501C3 | $18,788 | SENIOR SERVICES | |
| MARSHALL-STARKE DEVELOPMENT CENTER | ||||||||
| 1901 PIDCO DRIVE | PLYMOUTH | IN | 46563 | 351118481 | 501C3 | $18,788 | DISABILITY SERVICES | |
| PATHFINDERS SERVICES INC | ||||||||
| BOX 1001 | HUNTINGTON | IN | 46750 | 351122311 | 501C3 | $9,951 | HOUSING PROGRAM | |
| REAL SERVICES INC | ||||||||
| PO BOX 1835 | SOUTH BEND | IN | 46634 | 351157606 | 501C3 | $7,126 | ELDERLY SERVICES | |
| ST JOSEPH HEALTH CENTER | ||||||||
| 837 E CEDAR STREET | SOUTH BEND | IN | 46617 | 530196617 | 501C3 | $13,455 | HEALTH SERVICES | |
| WOMEN'S CARE CENTER | ||||||||
| BOX 703 | PLYMOUTH | IN | 46563 | 351609945 | 501C3 | $20,047 | WOMENS' SERVICES | |
| PLYMOUTH COMMUNITY SCHOOL CORP | ||||||||
| 701 BERKLEY STREET | PLYMOUTH | IN | 46563 | 351101903 | 501C3 | $7,439 | ADULT EDUCATION | ADULT BASIC EDUCATION PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE UNITED WAY OF MARSHALL COUNTY, INC. MONITORS THE USE OF GRANT FUNDS THROUGH THE ALLOCATION PROCESS. AT THE END OF EACH YEAR, EACH FUNDED ORGANIZATION IS REQUIRED TO PROVIDE STATISTICAL INFORMATIONAL DATA REGARDING THE INDIVIDUALS SERVED AND THE PROGRAMS IMPLEMENTED PRIOR TO CONSIDERATION FOR CONTINUED FUNDING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 | THE ORGANIZATION SHARES EMPLOYEES WITH THE MARSHALL COUNTY COMMUNITY FOUND. |
| FORM 990, PAGE 2, PART III, LINE 4B | THE TOP THREE PROGRAMS RELATED TO THE FINANCIAL STABILITY GRANT INCLUDE: "WHERE DOES YOUR MONEY GO," "ECONOMICS FOR SUCCESS," AND "MONEY SMART WEEK." "WHERE DOES YOUR MONEY GO" IS AN EDUCATIONAL PROGRAM THAT PROVIDES AN INTRODUCTORY COURSE IN FINANCIAL STABILITY AND MONEY MANAGEMENT. PARTICIPANTS ENGAGE IN HANDS-ON ACTIVITIES AND COMPLETE MONEY-MANAGEMENT WORKSHEETS IN FOUR 1 1/2 HOUR SESSIONS. "ECONOMICS FOR SUCCESS" PROVIDES HANDS-ON EXPERIENCE, TOOLS FOR LEARNING AND UNDERSTANDING FINANCIAL LITERACY, EXERCISES FOR UP TO TWO GRADE LEVELS (UP TO 8TH GRADE) AND WORK READINESS WHILE IN THE CLASSROOM ENVIRONMENT. "MONEY SMART WEEK" IS A SERIES OF FREE WORKSHOPS AND ACTIVITIES DESIGNED TO HELP CONSUMERS BETTER MANAGE THEIR PERSONAL FINANCES. |
| FORM 990, PAGE 2, PART III, LINE 4D | BALANCE SHOWN IN OTHER PROGRAM SERVICES EXPENSES REPRESENTS OTHER EXPENSES ALLOCATED TO PROGRAM SERVICES INCLUDED ON PART IX, STATEMENT OF FUNCTIONAL EXPENSES, COLUMN B, PROGRAM SERVICES. |
| FORM 990, PAGE 6, PART VI, LINE 8B | COMMITTEE MEETINGS ARE NOT DOCUMENTED AND WRITTEN MINUTES ARE NOT KEPT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION OBTAINS THE 990 FROM THE PAID TAX PREPARER. THE EXECUTIVE DIRECTOR REVIEWS THE 990. IF THE EXECUTIVE DIRECTOR HAS COMMENTS, SHE GIVES THEM TO THE TAX PREPARER. AFTER CONSIDERATION AND REVISION (IF NECESSARY), THE 990 IS SENT TO THE TREASURER, WHO IS ALSO THE HEAD OF THE FINANCE COMMITTEE. IF THE TREASURER HAS COMMENTS, THEY ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND WITH THE TAX PREPARER. AFTER THE EXECUTIVE DIRECTOR, TREASURER, AND TAX PREPARER FINALIZE A DRAFT OF THE 990, THE DRAFT IS SENT VIA E-MAIL OR VIA UNITED STATES POSTAL SERVICE FOR THOSE MEMBERS WHO DO NOT HAVE E-MAIL ACCOUNTS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. A MASTER LIST OF ALL CONFLICTS OF INTEREST PERTAINING TO THE BOARD OF DIRECTORS IS PROVIDED TO THE BOARD PRESIDENT ANNUALLY. THE EXECUTIVE DIRECTOR AND ACCOUNTING MANAGER ARE RESPONSIBLE FOR MONITORING THE PROCESS AND MAKING SURE ALL NECESSARY DOCUMENTS HAVE BEEN RETRIEVED AND PROVIDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. THE EXECUTIVE DIRECTOR IS EVALUATED ON GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR, AND ON OVERALL PERFORMANCE. THE BOARD OF DIRECTORS RECEIVES EVALUATION FORMS SO THAT EVERYONE CAN GIVE INPUT. THE EVALUATION FORMS ARE GATHERED BY THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE ANALYZES THE EVALUATIONS AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD THEN MEETS AND DISCUSSES THE RECOMMENDATION FOR THE COST OF LIVING INCREASE UNTIL COMPENSATION IS AGREED UPON. THE PRESIDENT THEN MEETS WITH THE EXECUTIVE DIRECTOR AND GOES OVER THE EVALUATION AND COMPENSATION SET BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA E-MAIL OR UNITED STATES POSTAL SERVICE. |
| FORM 990, PART XI, LINE 9 | AGENCY INVESTMENT INCOME 37,565 DONOR DESIGNATIONS -66,706 DONOR DESIGNATIONS 59,112 |
| FORM 990, PAGE 12, PART XII, LINE 1 | THE ORGANIZATION PREPARES FORM 990 AND IS AUDITED ON THE MODIFIED CASH BASIS OF ACCOUNTING. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE FINANCE COMMITTEE IS RESPONSIBLE FOR SELECTION OF AN INDEPENDENT ACCOUNTANT. THE TREASURER OF THE BOARD IS THE HEAD OF THE FINANCE COMMITTEE. |
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