2013-08-27T15:22:22-05:00 2012-12-31 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVE MERRILLVILLE IN 46410 990 2012-01-01 237170019 LAKE AREA UNITED WAY INC LAKE 2199232302 221 WEST RIDGE ROAD GRIFFITH IN 46319 JOE STEPHAN 2199232302 2013-08-26 1 TAMARA LYNCH P00060108 2197693616 2012 2016-02-24 21:20:13Z JOE STEPHAN 221 WEST RIDGE ROAD GRIFFITH IN 46319 4879040 0 X WWW.LAUW.ORG X 1972 IN TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. 25 25 16 150 0 0 9553319 4824148 0 3484 17730 36590 10265 14818 9581314 4879040 8570266 3951803 0 0 640885 681076 0 0 563073 2030942 413881 11242093 5046760 -1660779 -167720 4032731 3887702 1407711 1456562 2625020 2431140 TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER. 0 0 3951803 3951803 ALLOCATIONS TO UNITED WAY AGENCIES - PRIMARY FUNCTION OF UNITED WAY ORGANIZATION 238857 3484 PLANNING AND ALLOCATION - ASSESSING COMMUNITY NEEDS AND DETERMINING ALLOCATION PLANS 4190660 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 IN IL X X JOE STEPHAN 2199232302 221 W RIDGE ROAD GRIFFITH IN 46319 TINA EBENGER 1.00 X 0 0 0 MACARIO GALLEGOS JR 1.00 X 0 0 0 THOMAS KEILMAN 1.00 X 0 0 0 LARRY J BUCK 1.00 X 0 0 0 JENNIFER FREDERICKS 1.00 X 0 0 0 JOHN P KENNEDY 1.00 X 0 0 0 AARON MCDERMOTT 1.00 X X 0 0 0 JILL HASIAK 1.00 X 0 0 0 BRETT JACOBS 1.00 X 0 0 0 BRAD VOSBERG 1.00 X 0 0 0 PAUL MULLANEY 1.00 X 0 0 0 ARIEL RIVERA 1.00 X 0 0 0 THOMAS KIRSCH II 1.00 X 0 0 0 RANDY PALMATEER 1.00 X 0 0 0 JEREMY MILLER 1.00 X X 0 0 0 ALLEN M SPAJER 1.00 X 0 0 0 VANCE KENNEDY 1.00 X 0 0 0 TAMARA YOUNG-KING 1.00 X 0 0 0 ROSA MARIA RODRIGUEZ 1.00 X 0 0 0 PAMELA LOWE 1.00 X 0 0 0 CURTIS WHITTAKER 1.00 X X 0 0 0 MARLON R MITCHELL 1.00 X 0 0 0 KAY NELSON 1.00 X X 0 0 0 DAVID VAJDA 1.00 X 0 0 0 SHELICE TOLBERT 1.00 X 0 0 0 LOUIS R MARTINEZ 40.00 X 119725 0 54235 P JOE STEPHAN 40.00 X 74275 0 14630 194000 0 68865 1 0 1 0 0 4341 4819807 145 4824148 MONEY SMART 900099 3484 3484 3484 17000 17000 19590 0 19590 19590 19590 MISCELLANEOUS 900099 14818 14818 14818 4879040 3484 0 51408 3951803 3951803 223170 67155 111585 44430 291438 76762 35454 179222 83251 23992 19264 39995 41873 13224 7961 20688 41344 11535 10792 19017 22494 22494 143049 755 612 141682 55594 6050 7257 42287 41898 1673 3927 36298 11782 3229 2796 5757 10374 4564 1790 4020 5840 1314 919 3607 12485 9814 907 1764 10686 2817 2316 5553 UNITED WAY DUES 53288 53288 EMPLOYEE EXPENSES 18266 6116 3401 8749 BUILDING AND GROUNDS MA 12810 3506 3008 6296 EMERGENCY FOOD AND SHEL 3891 3891 11424 2460 5256 3708 5046760 4190660 293027 563073 142847 112207 1339733 1577830 2100761 1727614 6982 6831 430965 283139 154411 147826 287997 315394 4032731 3887702 73219 133113 6000 1334492 1317449 1407711 1456562 X -373494 -193626 2998514 2624766 2625020 2431140 4032731 3887702 X -167720 11714 10929 -48803 X X 0 1 X 1 0 X 4937794 9743755 13208475 9553319 4824148 42267491 4937794 9743755 13208475 9553319 4824148 42267491 20651068 21616423 34364 30587 28967 22585 17000 133503 255 2251 24475 10265 14818 52064 42453058 27809 0.50920 0.51860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 287997 1163 44131 13853 4044 315394 304450 8912 -8186 13294 3885 287997 279389 34384 5576 3747 304450 220091 62262 2964 279389 55316 55316 0.82460 0.17540 1 0 83934 83934 238823 187748 51075 108208 95391 12817 147826 LEGACY FOUNDATION 315394 F 315394 ACCRUED PENSION LIABILITY 1317449 1317449 X 3889516 11714 17872 29586 3859930 1019110 1019110 4879040 4034593 6943 6943 4027650 1019110 1019110 5046760 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. 1 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 C-100 LANGHORNE PA 19047 231582287 501(C)(3) 9036 ALLOCATION DESIGNATED BY DONOR 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 58 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 0 0 LOUIS R MARTINEZ 119725 0 0 0 0 0 39650 0 14585 0 173960 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN PERIODIC PENSION COST -48,803. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.