LAKE AREA UNITED WAY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LAKE AREA UNITED WAY INC (EIN 23-7170019)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-27
- IRS object ID
- 201332399349300813
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-27T15:22:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351509921 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWARTZ RETSON & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 E 86TH AVE | AddressLine1 |
| City | MERRILLVILLE | City |
| State | IN | State |
| ZIP Code | 46410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237170019 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE AREA UNITED WAY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAKE | NameControl |
| Phone | 2199232302 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 WEST RIDGE ROAD | AddressLine1 |
| City | GRIFFITH | City |
| State | IN | State |
| ZIP Code | 46319 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE STEPHAN | Name |
| Title | VICE PRESIDENT OF OPERATIONS | Title |
| Phone | 2199232302 | Phone |
| Date Signed | 2013-08-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TAMARA LYNCH | Name |
| PTIN | P00060108 | PTIN |
| Phone | 2197693616 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOE STEPHAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 WEST RIDGE ROAD | AddressLine1 |
| City | GRIFFITH | City |
| State | IN | State |
| ZIP Code | 46319 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4879040 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LAUW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9553319 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4824148 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3484 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17730 | InvestmentIncomePriorYear |
| Investment Income Current Year | 36590 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10265 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14818 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9581314 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4879040 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8570266 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3951803 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 640885 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 681076 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 563073 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2030942 | OtherExpensePriorYear |
| Other Expenses Current Year | 413881 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11242093 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5046760 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1660779 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -167720 | RevenuesLessExpensesCY |
| Total Assets BOY | 4032731 | TotalAssetsBOY |
| Total Assets EOY | 3887702 | TotalAssetsEOY |
| Total Liabilities BOY | 1407711 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1456562 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2625020 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2431140 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3951803 | Expense |
| Grants | 3951803 | Grants |
| Description | ALLOCATIONS TO UNITED WAY AGENCIES - PRIMARY FUNCTION OF UNITED WAY ORGANIZATION | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 238857 | Expense |
| Revenue | 3484 | Revenue |
| Description | PLANNING AND ALLOCATION - ASSESSING COMMUNITY NEEDS AND DETERMINING ALLOCATION PLANS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4190660 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE STEPHAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2199232302 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W RIDGE ROAD | AddressLine1 |
| City | GRIFFITH | City |
| State | IN | State |
| ZIP Code | 46319 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TINA EBENGER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MACARIO GALLEGOS JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS KEILMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LARRY J BUCK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER FREDERICKS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN P KENNEDY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| AARON MCDERMOTT | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| JILL HASIAK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRETT JACOBS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BRAD VOSBERG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAUL MULLANEY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ARIEL RIVERA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS KIRSCH II | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RANDY PALMATEER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JEREMY MILLER | ||||||
| VICE CHAIRPERSON | 1.00 | X | 0 | 0 | 0 | X |
| ALLEN M SPAJER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| VANCE KENNEDY | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TAMARA YOUNG-KING | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROSA MARIA RODRIGUEZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAMELA LOWE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CURTIS WHITTAKER | ||||||
| FINANCE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| MARLON R MITCHELL | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KAY NELSON | ||||||
| CHAIRPERSON | 1.00 | X | 0 | 0 | 0 | X |
| DAVID VAJDA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SHELICE TOLBERT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LOUIS R MARTINEZ | ||||||
| PRESIDENT | 40.00 | 119725 | 0 | 54235 | X | |
| P JOE STEPHAN | ||||||
| V P OF OPERATIONS | 40.00 | 74275 | 0 | 14630 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 194000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 68865 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 4341 | GovernmentGrants |
| All Other Contributions | 4819807 | AllOtherContributions |
| Noncash Contributions | 145 | NoncashContributions |
| Total Contributions | 4824148 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MONEY SMART | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3484 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3484 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3484 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17000 | TotalRevenueColumn |
| Exclusion | $17,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19590 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19590 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19590 | TotalRevenueColumn |
| Exclusion | $19,590 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 14818 | TotalRevenueColumn |
| Exclusion | $14,818 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14818 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4879040 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3484 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $51,408 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3951803 | Total |
| Program Services | 3951803 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223170 | Total |
| Program Services | 67155 | ProgramServices |
| Management And General | 111585 | ManagementAndGeneral |
| Fundraising | 44430 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291438 | Total |
| Program Services | 76762 | ProgramServices |
| Management And General | 35454 | ManagementAndGeneral |
| Fundraising | 179222 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83251 | Total |
| Program Services | 23992 | ProgramServices |
| Management And General | 19264 | ManagementAndGeneral |
| Fundraising | 39995 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41873 | Total |
| Program Services | 13224 | ProgramServices |
| Management And General | 7961 | ManagementAndGeneral |
| Fundraising | 20688 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41344 | Total |
| Program Services | 11535 | ProgramServices |
| Management And General | 10792 | ManagementAndGeneral |
| Fundraising | 19017 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22494 | Total |
| Management And General | 22494 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143049 | Total |
| Program Services | 755 | ProgramServices |
| Management And General | 612 | ManagementAndGeneral |
| Fundraising | 141682 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55594 | Total |
| Program Services | 6050 | ProgramServices |
| Management And General | 7257 | ManagementAndGeneral |
| Fundraising | 42287 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41898 | Total |
| Program Services | 1673 | ProgramServices |
| Management And General | 3927 | ManagementAndGeneral |
| Fundraising | 36298 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11782 | Total |
| Program Services | 3229 | ProgramServices |
| Management And General | 2796 | ManagementAndGeneral |
| Fundraising | 5757 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10374 | Total |
| Program Services | 4564 | ProgramServices |
| Management And General | 1790 | ManagementAndGeneral |
| Fundraising | 4020 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5840 | Total |
| Program Services | 1314 | ProgramServices |
| Management And General | 919 | ManagementAndGeneral |
| Fundraising | 3607 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12485 | Total |
| Program Services | 9814 | ProgramServices |
| Management And General | 907 | ManagementAndGeneral |
| Fundraising | 1764 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10686 | Total |
| Program Services | 2817 | ProgramServices |
| Management And General | 2316 | ManagementAndGeneral |
| Fundraising | 5553 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| UNITED WAY DUES | 53288 | 53288 | ||
| EMPLOYEE EXPENSES | 18266 | 3401 | 6116 | 8749 |
| BUILDING AND GROUNDS MA | 12810 | 3008 | 3506 | 6296 |
| EMERGENCY FOOD AND SHEL | 3891 | 3891 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11424 | Total |
| Program Services | 2460 | ProgramServices |
| Management And General | 5256 | ManagementAndGeneral |
| Fundraising | 3708 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5046760 | Total |
| Program Services | 4190660 | ProgramServices |
| Management And General | 293027 | ManagementAndGeneral |
| Fundraising | 563073 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142847 | BOY |
| EOY | 112207 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1339733 | BOY |
| EOY | 1577830 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2100761 | BOY |
| EOY | 1727614 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6982 | BOY |
| EOY | 6831 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 430965 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 283139 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154411 | BOY |
| EOY | 147826 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287997 | BOY |
| EOY | 315394 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4032731 | BOY |
| EOY | 3887702 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73219 | BOY |
| EOY | 133113 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1334492 | BOY |
| EOY | 1317449 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1407711 | BOY |
| EOY | 1456562 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -373494 | BOY |
| EOY | -193626 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2998514 | BOY |
| EOY | 2624766 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2625020 | BOY |
| EOY | 2431140 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4032731 | BOY |
| EOY | 3887702 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -167720 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 11714 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 10929 | ReconcilationDonatedServices |
| Reconcilation Other Changes | -48803 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | 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 | 4937794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9743755 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13208475 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9553319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4824148 | CurrentTaxYear |
| Total | 42267491 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4937794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9743755 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13208475 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9553319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4824148 | CurrentTaxYear |
| Total | 42267491 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 20651068 | AmountsSubstContributorsTotal |
| Public Support Total170 | 21616423 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34364 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30587 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28967 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22585 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17000 | CurrentTaxYear |
| Total | 133503 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 255 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24475 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10265 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14818 | CurrentTaxYear |
| Total | 52064 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 42453058 | TotalSupport |
| Gross Receipts From Admissions Etc | 27809 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.50920 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.51860 | 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 | 287997 | BeginningOfYearBalance |
| Contributions | 1163 | Contributions |
| Investment Earnings Or Losses | 44131 | InvestmentEarningsOrLosses |
| Other Expenditures | 13853 | OtherExpenditures |
| Administrative Expenses | 4044 | AdministrativeExpenses |
| End Of Year Balance | 315394 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 304450 | BeginningOfYearBalance |
| Contributions | 8912 | Contributions |
| Investment Earnings Or Losses | -8186 | InvestmentEarningsOrLosses |
| Other Expenditures | 13294 | OtherExpenditures |
| Administrative Expenses | 3885 | AdministrativeExpenses |
| End Of Year Balance | 287997 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 279389 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 34384 | InvestmentEarningsOrLosses |
| Other Expenditures | 5576 | OtherExpenditures |
| Administrative Expenses | 3747 | AdministrativeExpenses |
| End Of Year Balance | 304450 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 220091 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 62262 | InvestmentEarningsOrLosses |
| Administrative Expenses | 2964 | AdministrativeExpenses |
| End Of Year Balance | 279389 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55316 | BeginningOfYearBalance |
| End Of Year Balance | 55316 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.82460 | BoardDesignatedEOYBalance |
| Term Endowment EOY Balance | 0.17540 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 83934 | OtherCostOrOtherBasis |
| Book Value | 83934 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 238823 | OtherCostOrOtherBasis |
| Depreciation | 187748 | Depreciation |
| Book Value | 51075 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 108208 | OtherCostOrOtherBasis |
| Depreciation | 95391 | Depreciation |
| Book Value | 12817 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 147826 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LEGACY FOUNDATION | Description |
| Book Value | 315394 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 315394 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED PENSION LIABILITY | Description |
| Amount | $1,317,449 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1317449 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3889516 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11714 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 17872 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 29586 | RevenueNotRptdF990 |
| Revenue Subtotal | 3859930 | RevenueSubtotal |
| Other Revenues Not Included | 1019110 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1019110 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4879040 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4034593 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 6943 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 6943 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4027650 | ExpensesSubtotal |
| Other Expenses Not Included | 1019110 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1019110 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5046760 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | FUNDS GIVEN TO A LOCAL COMMUNITY FOUNDATION THROUGH LAKE AREA UNITED WAY, INC. TO PROVIDE CONTINUED FUNDING TO LAKE AREA UNITED WAY, INC. INCOME FROM FUNDS MAY BE USED FOR OPERATING PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | WHEN APPLICABLE, CHANGES IN BENEFITS ARISING FROM CURRENT AND PRIOR TAX POSITIONS TAKEN BY THE ORGANIZATION ARE RECOGNIZED IN THE PERIOD IN WHICH THE CHANGE OCCURS. CHANGES RESULTING FROM SETTLEMENTS WITH TAXING AUTHORITIES ARE RECOGNIZED IN THE PERIOD THAT SETTLEMENT OCCURS. REDUCTIONS IN UNRECOGNIZED TAX BENEFITS AS A RESULT OF A LAPSE OF THE APPLICABLE STATUTE OF LIMITATIONS ARE RECOGNIZED IN THE PERIOD THE STATUTE LAPSES. PROJECTED PENALTIES AND INTEREST RECOGNIZED ON TAX POSITIONS WHERE IT IS REASONABLY POSSIBLE THAT THE ORGANIZATION'S TAX POSITION WILL NOT PREVAIL IN A REVIEW BY TAXING AUTHORITIES ARE RECOGNIZED AS PART OF CURRENT PERIOD INCOME TAX EXPENSE. THE CURRENT AND THREE PRIOR TAX PERIODS REMAIN SUBJECT TO EXAMINATION BY TAXING JURISDICTIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED PASSTHROUGH REVENUE NOT INCLUDABLE IN FINANCIAL STATEMENTS 1,019,110. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DESIGNATED PASSTHROUGH EXPENSES NOT INCLUDABLE IN FINANCIAL STATEMENTS 1,019,110. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (58 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| CEREBRAL PALSY OF NORTHWEST INDIANA INC AKA CENTER FOR POSSIBILITIES | ||||||||
| 22 TYLER AVENUE | HOBART | IN | 46342 | 351169900 | 501(C)(3) | 39603 | ANNUAL ALLOCATION | |
| ARC BRIDGES | ||||||||
| 2650 WEST 35TH AVENUE | GARY | IN | 46408 | 351055076 | 501(C)(3) | 119384 | ANNUAL ALLOCATION PLUS $28,381 DESIGNATED BY DONOR | |
| TRADEWINDS | ||||||||
| 5901 WEST 7TH AVENUE | GARY | IN | 46406 | 351139485 | 501(C)(3) | 76798 | ANNUAL ALLOCATION | |
| GRANT RESEARCH & NONPROFIT TRAINING SRVS INC DBA SOUTH SHORE GRANTS CENTER | ||||||||
| 235 EAST 86TH AVENUE | MERRILLVILLE | IN | 46410 | 432005141 | 501(C)(3) | 15000 | ALLOCATION DESIGNATED BY DONOR | |
| INDIANA ASSOCIATION OF UNITED WAYS INC | ||||||||
| 3901 NORTH MERIDIAN STREET 306 | INDIANAPOLIS | IN | 46208 | 351441961 | 501(C)(3) | 7500 | ALLOCATION DESIGNATED BY DONOR | |
| MENTAL HEALTH AMERICA OF LAKE COUNTY | ||||||||
| 5201 FOUNTAIN DRIVE SUITE 1 | CROWN POINT | IN | 46307 | 351014213 | 501(C)(3) | 61439 | ANNUAL ALLOCATION | |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | ||||||||
| 8446 VIRGINIA STREET | MERRILLVILLE | IN | 46410 | 311168281 | 501(C)(3) | 108947 | ANNUAL ALLOCATION PLUS $1,000 DESIGNATED BY DONOR | |
| CRISIS CENTER | ||||||||
| 101 N MONTGOMERY | GARY | IN | 46403 | 351324480 | 501(C)(3) | 62576 | ANNUAL ALLOCATION | |
| THE CARING PLACE | ||||||||
| 3107 CASCADE DRIVE | VALPARAISO | IN | 46383 | 310944075 | 501(C)(3) | 38361 | ANNUAL ALLOCATION | |
| DEAF SERVICES | ||||||||
| 6 EAST 67TH AVENUE | MERRILLVILLE | IN | 46410 | 351433171 | 501(C)(3) | 39704 | ANNUAL ALLOCATION | |
| NORTHWEST FAMILY SERVICES | ||||||||
| 5927 COLUMBIA AVENUE | HAMMOND | IN | 46320 | 351146228 | 501(C)(3) | 88584 | ANNUAL ALLOCATION | |
| ROBERTSON CHILD DEVELOPMENT CENTER | ||||||||
| 4860 OLCOTT AVENUE | EAST CHICAGO | IN | 46312 | 351129614 | 501(C)(3) | 18627 | ANNUAL ALLOCATION | |
| WOODLAND CHILD DEVELOPMENT CENTER | ||||||||
| 3027 JF MAHONEY DRIVE | HAMMOND | IN | 46323 | 351164394 | 501(C)(3) | 22687 | ANNUAL ALLOCATION | |
| BOYS AND GIRLS CLUBS OF NWI | ||||||||
| 839 BROADWAY 3RD FLOOR | GARY | IN | 46402 | 350941137 | 501(C)(3) | 294480 | ANNUAL ALLOCATION PLUS $9,000 DESIGNATED BY DONOR | |
| NORTHWEST INDIANA CATHOLIC YOUTH ORGANIZATION | ||||||||
| 7725 BROADWAY SUITE C | MERRILLVILLE | IN | 46410 | 350777082 | 501(C)(3) | 35445 | ANNUAL ALLOCATION | |
| GIRL SCOUTS - CALUMET COUNCIL | ||||||||
| 8699 BROADWAY | MERRILLVILLE | IN | 46410 | 350928878 | 501(C)(3) | 85549 | ANNUAL ALLOCATION | |
| INDIANA LEGAL SERVICES INC | ||||||||
| 5041 BROADWAY SUITE A | MERRILLVILLE | IN | 46410 | 356059654 | 501(C)(3) | 46837 | ANNUAL ALLOCATION | |
| AMERICAN RED CROSS - LAKE COUNTY | ||||||||
| 791 EAST 83TH AVENUE | MERRILLVILLE | IN | 46410 | 351587902 | 501(C)(3) | 226959 | ANNUAL ALLOCATION PLUS $3,000 DESIGNATED BY DONOR | |
| THE SALVATION ARMY | ||||||||
| 8225 COLUMBIA AVENUE | MUNSTER | IN | 46321 | 362167910 | 501(C)(3) | 112844 | ANNUAL ALLOCATION | |
| SOUTHLAKE YMCA | ||||||||
| 1450 S COURT STREET | CROWN POINT | IN | 46307 | 351369437 | 501(C)(3) | 22413 | ANNUAL ALLOCATION | |
| INTERNATIONAL COMMUNITY ALLIANCE | ||||||||
| 4433 BROADWAY | GARY | IN | 46409 | 350868117 | 501(C)(3) | 65000 | ANNUAL ALLOCATION | |
| URBAN LEAGUE OF NWI | ||||||||
| 3101 BROADWAY | GARY | IN | 46409 | 351178594 | 501(C)(3) | 70000 | ANNUAL ALLOCATION | |
| GARY NEIGHBORHOOD SERVICES | ||||||||
| 300 W 21ST AVENUE | GARY | IN | 46407 | 351188882 | 501(C)(3) | 106195 | ANNUAL ALLOCATION | |
| YMCA OF HAMMOND AREA INC | ||||||||
| 7322 SOUTHEASTERN AVENUE | HAMMOND | IN | 46324 | 351046843 | 501(C)(3) | 147230 | ANNUAL ALLOCATION PLUS $100,000 DESIGNATED BY DONOR | |
| HOBART FAMILY YMCA | ||||||||
| 601 WEST 40TH PLACE | HOBART | IN | 46342 | 351382817 | 501(C)(3) | 42494 | ANNUAL ALLOCATION | |
| YWCA OF GARY | ||||||||
| 150 WEST 15TH AVENUE | GARY | IN | 46407 | 350868221 | 501(C)(3) | 85887 | ANNUAL ALLOCATION | |
| UNITED WAY OF PORTER COUNTY | ||||||||
| PO BOX 2028 | VALPARAISO | IN | 46384 | 356006484 | 501(C)(3) | 238531 | VOLUNTEER ACTION CENTER | |
| ST JUDE HOUSE | ||||||||
| 12490 MARSHALL STREET | CROWN POINT | IN | 46307 | 351905782 | 501(C)(3) | 38361 | ANNUAL ALLOCATION | |
| UNITED WAY OF METROPOLITAN CHICAGO | ||||||||
| 560 W LAKE STREET | CHICAGO | IL | 60661 | 300200478 | 501(C)(3) | 10482 | ALLOCATION DESIGNATED BY DONOR | |
| CAMPAGNA ACADEMY | ||||||||
| 7403 CLINE AVENUE | SCHERERVILLE | IN | 46375 | 351068483 | 501(C)(3) | 13463 | ALLOCATION DESIGNATED BY DONOR | |
| NORTHWEST INDIANA COMMUNITY ACTION CORP (2-1-1) | ||||||||
| 5240 FOUNTAIN DRIVE | CROWN POINT | IN | 46307 | 351112290 | 501(C)(3) | 80200 | FUNDING FOR AREA 2-1-1 CALL CENTER | |
| BOY SCOUTS OF AMERICA CALUMET COUNCIL | ||||||||
| 8751 CALUMET AVENUE | MUNSTER | IN | 46321 | 350867968 | 501(C)(3) | 88723 | ANNUAL ALLOCATION PLUS $12,000 DESIGNATED BY DONOR | |
| CATHOLIC FAMILY SERVICES | ||||||||
| 176 SOUTH WEST STREET | CROWN POINT | IN | 46307 | 351122204 | 501(C)(3) | 265445 | ANNUAL ALLOCATION | |
| GREATER HAMMOND COMMUNITY SERVICES | ||||||||
| 824 HOFFMAN STREET | HAMMOND | IN | 46327 | 351398205 | 501(C)(3) | 135593 | ANNUAL ALLOCATION PLUS $25,000 DESIGNATED BY DONOR | |
| HAVEN HOUSE | ||||||||
| PO BOX 508 | HAMMOND | IN | 46325 | 351725951 | 501(C)(3) | 63361 | ANNUAL ALLOCATION PLUS $25,000 DESIGNATED BY DONOR | |
| PARENTS AS TEACHERS OF LAKE COUNTY DBA EARLY LEARNING PARTNERSHIP OF NWI | ||||||||
| 6530 NEW HAMPSHIRE AVENUE | HAMMOND | IN | 46323 | 352109773 | 501(C)(3) | 237536 | ANNUAL ALLOCATION PLUS $192,930 DESIGNATED BY DONOR | |
| UNITED NEIGHBORHOOD ORGANIZATION | ||||||||
| 3616 ELM STREET | EAST CHICAGO | IN | 46312 | 237181634 | 501(C)(3) | 230903 | ANNUAL ALLOCATION | |
| SOUTH SOUTHWEST SUBURBAN UNITED WAY | ||||||||
| 560 W LAKE STREET | CHICAGO | IL | 60661 | 237144594 | 501(C)(3) | 6788 | ALLOCATION DESIGNATED BY DONOR | |
| UNITED WAY OF NEW YORK CITY | ||||||||
| 2 PARK AVENUE | NEW YORK | NY | 10016 | 132617681 | 501(C)(3) | 5000 | ALLOCATION DESIGNATED BY DONOR | |
| 4 QUARTERS 4 LIFE COMMUNITY ORGANIZATION | ||||||||
| 6069 MUSTANG BREEZE TRAIL UNIT 102 | HENDERSON | NV | 89011 | 272673566 | 501(C)(3) | 5000 | ALLOCATION DESIGNATED BY DONOR | |
| CATHOLIC CHARITIES DIOCESE OF GARY | ||||||||
| 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501(C)(3) | 22801 | ALLOCATION DESIGNATED BY DONOR | |
| AMERICAN CANCER SOCIETY INC GREAT LAKES DIVISION | ||||||||
| 1755 ABBEY ROAD | EAST LANSING | MI | 48823 | 381387120 | 501(C)(3) | 8963 | ALLOCATION DESIGNATED BY DONOR | |
| BISHIP NOLL INSTITUTE | ||||||||
| 1519 HOFFMAN STREET | HAMMOND | IN | 46327 | 351007097 | 501(C)(3) | 20000 | ALLOCATION DESIGNATED BY DONOR | |
| BLUE SKIES HOSPICE FOUNDATION INC | ||||||||
| 2714 169TH STREET | HAMMOND | IN | 46323 | 043728290 | 501(C)(3) | 20000 | ALLOCATION DESIGNATED BY DONOR | |
| BOOKS BRUSHES & BANDS FOR EDUCATION INC | ||||||||
| 5920 HOHMAN AVENUE | HAMMOND | IN | 46320 | 352122525 | 501(C)(3) | 20000 | ALLOCATION DESIGNATED BY DONOR | |
| CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA INC | ||||||||
| 2300 173RD STREET | HAMMOND | IN | 46323 | 351995603 | 501(C)(3) | 17400 | ALLOCATION DESIGNATED BY DONOR | |
| DOWNTOWN HAMMOND COUNCIL | ||||||||
| 5129 HOHMAN AVENUE | HAMMOND | IN | 46320 | 351013394 | 501(C)(3) | 30000 | ALLOCATION DESIGNATED BY DONOR | |
| FRIENDS OF THE LIBRARY HAMMOND INDIANA INC | ||||||||
| 564 STATE STREET | HAMMOND | IN | 46320 | 311149073 | 501(C)(3) | 5400 | ALLOCATION DESIGNATED BY DONOR | |
| HAMMOND EDUCATION FOUNDATION INC | ||||||||
| 41 WILLIAMS STREET | HAMMOND | IN | 46320 | 351572375 | 501(C)(3) | 7500 | ALLOCATION DESIGNATED BY DONOR | |
| HAMMOND HURRICANES YOUTH FOUNDATION | ||||||||
| 5854 WALLACE ROAD | HAMMOND | IN | 46320 | 200819151 | 501(C)(3) | 25000 | ALLOCATION DESIGNATED BY DONOR | |
| HAMMOND READS INC | ||||||||
| PO BOX 606 | HAMMOND | IN | 46325 | 743115587 | 501(C)(3) | 5000 | ALLOCATION DESIGNATED BY DONOR | |
| POP WARNER LITTLE SCHOLARS INC | ||||||||
| 586 MIDDLETON BOULEVARD SUITE C-100 | LANGHORNE | PA | 19047 | 231582287 | 501(C)(3) | 9036 | ALLOCATION DESIGNATED BY DONOR | C-100 |
| OUR FAMILY CENTER INC | ||||||||
| PO BOX 4253 | HAMMOND | IN | 46324 | 331111064 | 501(C)(3) | 11000 | ALLOCATION DESIGNATED BY DONOR | |
| SOUTH SHORE ARTS INC | ||||||||
| 1040 RIDGE ROAD | MUNSTER | IN | 46321 | 237049722 | 501(C)(3) | 21500 | ALLOCATION DESIGNATED BY DONOR | |
| HAMMOND DEVELOPMENT CORPORATION (TOWLE THEATER) | ||||||||
| 5246 HOHMAN AVENUE | HAMMOND | IN | 46320 | 351581423 | 501(C)(3) | 41000 | ALLOCATION DESIGNATED BY DONOR | |
| UNITED CITIZENS ASSOCIATION INC | ||||||||
| 2148 SUPERIOR AVENUE | WHITING | IN | 46394 | 351371891 | 501(C)(3) | 12500 | ALLOCATION DESIGNATED BY DONOR | |
| WHITING-ROBERTSDALE COMMUNITY IMPROVEMENT CORPORATION | ||||||||
| 1417-119TH STREET | WHITING | IN | 46394 | 351772197 | 501(C)(3) | 15000 | ALLOCATION DESIGNATED BY DONOR | |
| ST CASIMIRS ROMAN CATHOLIC CHURCH | ||||||||
| 4340 JOHNSON AVENUE | HAMMOND | IN | 46327 | 350883494 | 501(C)(3) | 20000 | ALLOCATION DESIGNATED BY DONOR | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 58 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: AGENCIES WHICH RECEIVE FUNDING FROM LAKE AREA UNITED WAY, INC. ARE REQUIRED TO PROVIDE FEDERAL FORM 990 AND A COPY OF THE ANNUAL AUDIT EACH YEAR TO THE LAKE AREA UNITED WAY, INC. ALLOCATIONS COMMITTEE. IN ADDITION, AN ANNUAL CITIZEN'S REVIEW IS PERFORMED WITH THE AGENCIES' EXECUTIVES AND BOARD BY THE LAKE AREA UNITED WAY, INC.'S AGENCY REVIEW COMMITTEE. THE EXPECTED OUTCOMES FOR THE AGENCIES ARE REVIEWED AND MEASURED BY THE LAKE AREA UNITED WAY, INC.'S ALLOCATIONS COMMITTEE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LOUIS R MARTINEZ | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 119725 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 39650 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14585 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 173960 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF OPERATIONS AND THE FINANCE COMMITTEE PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION IS REVIEWED BY SELECT MEMBERS OF THE EXECUTIVE BOARD ON AN ANNUAL BASIS. A PERFORMANCE REVIEW IS COMPLETED, AND FEEDBACK IS DISCLOSED TO THE PRESIDENT. ANY SALARY ADJUSTMENT IS COMMUNICATED BY THE BOARD TO THE CFO, THROUGH THE BOARD PRESIDENT OR THE CHAIR OF THE FINANCE COMMITTEE. THE OTHER EXECUTIVES ARE REVIEWED BY THE PRESIDENT, WHO MAKES SALARY RECOMMENDATIONS BASED ON INDUSTRY DATA AND PERFORMANCE REVIEWS. THESE ARE SUBMITTED FOR FINANCE COMMITTEE APPROVAL DURING THE ANNUAL BUDGET REVIEW PROCESS. ALL OTHER EMPLOYEES ARE EVALUATED BY DEPARTMENT HEADS AND THE FINANCE COMMITTEE REVIEWS AND APPROVES THE RESULTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COST -48,803. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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