2012-10-09T15:05:36-05:00 2011-12-31 201695613 BOLLENBACHER & ASSOCIATES LLC 215 E PEARL ST PO BOX 702 PORTLAND IN 47371 990 2011-01-01 351020932 UNITED WAY OF JAY COUNTY INC UNIT 2607267010 101 SOUTH MERIDIAN STREET PORTLAND IN 47371 JANE ANN RUNYON 2607267010 2012-09-12 1 SCOTT A BOLLENBACHER CPA P00401897 2607264207 2012-09-12 2011 2016-02-24 21:20:13Z JANE ANN RUNYON 101 SOUTH MERIDIAN STREET PORTLAND IN 47371 239124 0 X WWW.UNITEDWAYJAYCOUNTY.ORG X 1959 IN THE MISSION OF THE JAY COUNTY UNITED WAY IT TO IMPROVE LIVES BY INVESTING IN LASTING CHANGES IN OUR COMMUNITY 16 16 1 100 0 0 174446 183589 328 52559 1491 506 3835 2470 180100 239124 86350 113950 0 0 33763 35838 0 0 19666 46515 91372 166628 241160 13472 -2036 358794 334352 32320 23728 326474 310624 THE MISSION OF THE JAY COUNTY UNITED WAY IT TO IMPROVE LIVES BY INVESTING IN LASTING CHANGES IN OUR COMMUNITY 0 0 113950 113950 PROVIDING FUNDING TO 25 PARTNER AGENCIES IN THE JAY COUNTY AREA AFTER ASSESSING COMMUNITY NEEDS TO DETERMINE ANNUAL ALLOCATIONS. DISTRIBUTED ADDITIONAL FUNDING TO NON-PROFIT ORGANIZATIONS AS DESIGNATED BY DONORS DURING THEIR ANNUAL WORKPLACE CAMPAIGNS. 80243 55029 PROVIDING PROGRAM SERVICES IN THE JAY COUNTY AREA. 194193 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X JANE ANN RUNYON 2607267010 101 S MERIDIAN STREET PO BOX 204 PORTLAND IN 47371 X JENNIFER INMAN 1.00 X 0 0 0 WES SCHEMENAUR 1.00 X 0 0 0 RITA LUTES 1.00 X 0 0 0 KEN FREDRICKSON 1.00 X 0 0 0 EMILY PETERSON 1.00 X 0 0 0 DEBBIE GASKILL 1.00 X 0 0 0 JANICE DURHAM 1.00 X 0 0 0 EMILY ROBERTS 1.00 X 0 0 0 JOSH GIBSON 1.00 X 0 0 0 JEANNIE HOUCHINS 1.00 X 0 0 0 0 0 0 0 0 0 0 0 183589 1005 183589 SPECIAL EVENTS INCOME 900099 52061 52061 SERVICE FEES ON DESIGN 900099 498 498 52559 506 506 INCOME FROM BENEFICIAL 900099 2465 2465 6999 MISCELLANEOUS INC 900099 5 5 2470 239124 55029 0 506 113950 113950 33000 17490 5940 9570 317 168 57 92 2521 1336 454 731 18340 18340 5890 405 138 5347 5400 2862 972 1566 1742 1742 819 446 135 238 939 498 169 272 SPECIAL PROJECT GRANTS 52061 52061 MISCELLANEOUS 2687 1423 485 779 TELEPHONE 1070 567 193 310 9010.6 LOCAL ORGANIZATI 783 415 141 227 1641 830 277 534 241160 194193 27301 19666 X 100 100 214875 188291 74369 81088 33 33 1455 1285 14176 13745 718 431 67244 63124 358794 334352 825 682 31495 23046 32320 23728 X 110360 96113 154604 153001 61510 61510 326474 310624 358794 334352 X -2036 -13814 X 0 1 0 X 0 X 180491 192252 189969 174446 183589 920747 180491 192252 189969 174446 183589 920747 920747 2938 1599 1842 1492 473 8344 25 5921 1479 1243 2470 11138 940229 54211 0.97930 0.98150 X 14176 13745 431 431 BENEFICIAL INTEREST IN COMMUNITY FUND 61510 INVESTMENTS AT MARKET ABOVE CORPUS 1614 63124 239124 241160 -2036 -1655 -12159 -13814 -15850 202481 -1655 -34988 -36643 239124 0 239124 218333 -22827 -22827 241160 0 241160 PART XI, LINE 8 - OTHER ADJUSTMENTS: DONOR DESIGNATION -12,159. DONOR DESIGNATIONS INCLUDED IN TOTAL REVENUE AND TOTAL EXPENSE ON THE FINANCIAL STATEMENTS, HOWEVER NOT INCLUDED ON THE TAX RETURN 1 JAY COUNTY SCOUT FACILITIES PO BOX 1223 PORTLAND IN 47371 501(C)(3) 6000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS COMMUNITY & FAMILY SERVICES PO BOX 1087 PORTLAND IN 47371 501(C)(3) 4000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS PENNVILLE COMMUNITY CENTER PO BOX 54 PENNVILLE IN 47369 501(C)(3) 2000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS AMERICAN RED CROSS 15325 HERRIMAN BLVD NOBLESVILLE IN 46060 501(C)(3) 6250 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS WEST JAY COMMUNITY CENTER PO BOX 101 DUNKIRK IN 47336 501(C)(3) 7000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAY COUNTY CANCER SOCIETY PO BOX 614 PORTLAND IN 47371 501(C)(3) 10000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAY RANDOLPH DEVELOPMENTAL SERVICES 901 E WATER ST PORTLAND IN 47371 501(C)(3) 9300 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS BRYANT COMMUNITY CENTER 107 S MAIN ST BRYANT IN 47326 501(C)(3) 7000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAY COUNTY ASSOCIATION FOR CRIPPLED CHILD AND ADULTS 1085 E SR 26 PORTLAND IN 47371 501(C)(3) 250 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAY COUNTY SALVATION ARMY 210 W MAIN ST PORTLAND IN 47371 501(C)(3) 5000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAYLAND ASSOCIATION FOR RETARDED CITIZENS 1187 W ARCH ST PORTLAND IN 47371 501(C)(3) 1500 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAY COUNTY COMMUNITY CENTER 115 E WATER STREET PORTLAND IN 47371 501(C)(3) 7500 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS GIRL SCOUTS OF CENTRAL INDIANA 2611 WTRFRNT PW E DR INDIANAPOLIS IN 46214 501(C)(3) 3000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS YOUTH SERVICE BUREAU OF JAY COUNTY 603 W ARCH ST PORTLAND IN 47371 501(C)(3) 7000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS SECOND HARVEST FOOD BANK OF CENTRAL INDIANA 6621 N OLD SR 3 MUNCIE IN 47303 501(C)(3) 5000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS REDKEY COMMUNITY CENTER PO BOX 254 REDKEY IN 47373 501(C)(3) 3000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS ANTHONY WAYNE BOY SCOUTS 8315 W JEFFERSON BLVD FORT WAYNE IN 46804 501(C)(3) 5000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAYLAND HOME SHELTER PO BOX 111 PORTLAND IN 47371 501(C)(3) 7200 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS LIFE STREAM SERVICES INC PO BOX 308 YORKTOWN IN 47396 501(C)(3) 2010 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS DUNKIRK LIONS CLUB 335 LINCOLN AVE DUNKIRK IN 47336 501(C)(3) 2000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAY COUNTY HEALTH COALITION PO BOX 1087 PORTLAND IN 47371 501(C)(3) 4000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS CASA DE PORTLAND 827 E MAIN ST PORTLAND IN 47371 501(C)(3) 840 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS TRINITY UNITED METHODIST CHURCH FOOD PANTRY 323 S MERIDIAN ST PORTLAND IN 47371 501(C)(3) 600 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS DUNKIRK COMMUNITY CONCERNS FOOD 1029 S MAIN ST DUNKIRK IN 47336 501(C)(3) 1000 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS JAY COUNTY GIRLS CLUB 115 E WATER STREET PORTLAND IN 47371 501(C)(3) 7500 SUPPORT FOR ORGANIZATION'S PROGRAMS AND PROJECTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: A GRANT APPLICATION MUST BE COMPLETED TO REQUEST FUNDS FROM THE ORGANIZATION. A FINAL GRANT REPORT IS SUBMITTED TO THE ORGANIZATION FROM THE GRANTEES OUTLINING HOW THE FUNDS WERE DISBURSED. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS PROVIDED TO AND REVIEWED BY THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE SALARY OF THE EXECUTIVE DIRECTOR ANNUALLY, COMPARING THE COMPENSATION WITH SIMILAR LOCAL ORGANIZATIONS AS WELL AS OTHER UNITED WAYS IN THE AREA. 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,655. DONOR DESIGNATION -12,159. TOTAL TO FORM 990, PART XI, LINE 5: -13,814.