UNITED WAY OF MARSHALL COUNTY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF MARSHALL COUNTY INC (EIN 23-7220922)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-25
- IRS object ID
- 201232699349300013
- Schema version
- 2011v1.2
- 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 | 2012-09-25T11:16:42-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351307701 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRUGGEL LAWTON & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 W FRANKLIN ST | AddressLine1 |
| City | ELKHART | City |
| State | IN | State |
| ZIP Code | 46516 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237220922 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF MARSHALL COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5749363366 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA K YODER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5749363366 | Phone |
| Date Signed | 2012-09-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGENE L ZINK | Name |
| PTIN | P01222961 | PTIN |
| Phone | 5742642247 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LINDA K YODER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 461578 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MARSHALLCOUNTYUW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | UNITED WAY OF MARSHALL COUNTY, INC. SERVES AS A LINK BETWEEN DONORS AND THE COMMUNITY OF MARSHALL COUNTY, INDIANA THROUGH WHICH INDIVIDUALS AND ORGANIZATIONS MAY SHARE THEIR RESOURCES IN ORDER TO ENHANCE THE QUALITY OF LIFE. UNITED WAY IS LOCALLY OWNED AND LOCALLY GOVERNED AND IS SUPPORTED PRIMARILY THROUGH DONOR CONTRIBUTIONS AND FUNDRAISING ACTIVITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 138 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 483605 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 434385 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -10738 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2523 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 23663 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7439 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 496530 | TotalRevenuePriorYear |
| Total Revenue Current Year | 444347 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 351081 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 330529 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 69829 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 33659 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 2593 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 2161 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 35177 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 86664 | OtherExpensePriorYear |
| Other Expenses Current Year | 48325 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 510167 | TotalExpensesPriorYear |
| Total Expenses Current Year | 414674 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -13637 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29673 | RevenuesLessExpensesCY |
| Total Assets BOY | 465960 | TotalAssetsBOY |
| Total Assets EOY | 485322 | TotalAssetsEOY |
| Total Liabilities BOY | 43705 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43215 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 422255 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 442107 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO INSPIRE OUR COMMUNITY TO INVEST ITS TIME, TALENTS AND TREASURES TO HELP OUR NEIGHBORS MEET THE MOST BASIC NEEDS OF EDUCATION, HEALTH, AND INCOME BY IGNITING THE CARING POWER OF THE HUMAN SPIRIT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 320239 | Expense |
| Grants | 320239 | Grants |
| Revenue | 3995 | Revenue |
| Description | 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 MARSHALL COUNTY, INDIANA. THE ORGANIZATION IS DEDICATED TO PROVIDING FUNDS FOR CHARITABLE, EDUCTIONAL, CIVIC, AND PHILANTHROPIC PURPOSES. THE ORGANIZATION ALSO RECEIVED DONATED SERVICES OF $52,281 FOR THE YEAR ENDED DECEMBER 31, 2011. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7257 | Expense |
| Grants | 4800 | Grants |
| Description | THE UNITED WAY OF MARSHALL COUNTY, INC. FORMED THE UNITED WAY FINANCIAL STABILITY COMMITTEE IN ORDER TO PROVIDE INTITIATIVES 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 FIANCIALLY 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 TOP THRE PROGRAMS RELATED TO THIS PROGRAM ACTIVITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 28904 | Expense |
| Description | 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 SERVICE EXPENSES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 28904 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 356400 | 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 | 0 | 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 | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | 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 |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH PFLEDDERER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5749363366 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BLACKBURN TOM | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| CULP DUANE | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| DREIBELBIS CHAD | ||||||
| CAMPAIGN CHAIR | 2.50 | X | 0 | 0 | 0 | |
| FEATHERSTONE RICHARD | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| KELLERSTRASS CYNTHIA | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| MIKEL RUSS | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| PARSONS DIANN | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| RANA YAQOOB ANJUM | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| RIPLEY RYAN | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| RUIZ EDWARD R | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| WAGNER JIM | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| WILLHITE H LEE JR | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| OLIVER JESSICA | ||||||
| ALLOCATION CHAIR | 2.50 | X | 0 | 0 | 0 | |
| ELLERT FRANCIS | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| OWEN MELISSA | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| MURASKO PAUL | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| COMPTON GREG | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| MORRIS-DODSON AMY | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| OLSON JILL | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| RASH CINDY | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| ZEGLIS JOHN | ||||||
| DIRECTOR | 2.50 | X | 0 | 0 | 0 | |
| KREPS RICK | ||||||
| PRESIDENT | 2.50 | X | 0 | 0 | 0 | X |
| EBERLY CHRIS | ||||||
| VICE-PRESIDENT, PRESIDENT | 2.50 | X | 0 | 0 | 0 | X |
| FELDMAN MARK S | ||||||
| TREASURER, DIRECTOR | 2.50 | X | 0 | 0 | 0 | X |
| YODER LINDA K | ||||||
| EXECUTIVE DIRECTOR | 15.00 | 4423 | 0 | 0 | X | |
| MADDOX JENNIFER | ||||||
| EXECUTIVE DIRECTOR | 15.00 | 13295 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 17718 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 7667 | FundraisingEvents |
| All Other Contributions | 426718 | AllOtherContributions |
| Noncash Contributions | 13136 | NoncashContributions |
| Total Contributions | 434385 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7167 | TotalRevenueColumn |
| Exclusion | $7,167 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4644 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4644 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4644 | TotalRevenueColumn |
| Exclusion | -$4,644 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16031 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 7667 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 12587 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3444 | TotalRevenueColumn |
| Exclusion | $3,444 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 3995 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3995 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3995 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 444347 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3995 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,967 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330529 | Total |
| Program Services | 330529 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18573 | Total |
| Program Services | 6191 | ProgramServices |
| Management And General | 6191 | ManagementAndGeneral |
| Fundraising | 6191 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5130 | Total |
| Program Services | 9158 | ProgramServices |
| Management And General | -15611 | ManagementAndGeneral |
| Fundraising | 11583 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3737 | Total |
| Program Services | 436 | ProgramServices |
| Management And General | 2650 | ManagementAndGeneral |
| Fundraising | 651 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6219 | Total |
| Program Services | 1192 | ProgramServices |
| Management And General | 3646 | ManagementAndGeneral |
| Fundraising | 1381 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Management And General | 10000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2161 | Total |
| Fundraising | 2161 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5362 | Total |
| Management And General | 5362 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1915 | Total |
| Program Services | 1915 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177 | Total |
| Management And General | 177 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13651 | Total |
| Program Services | 3901 | ProgramServices |
| Management And General | 4419 | ManagementAndGeneral |
| Fundraising | 5331 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131 | Total |
| Program Services | 32 | ProgramServices |
| Management And General | 19 | ManagementAndGeneral |
| Fundraising | 80 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 604 | Total |
| Program Services | 356 | ProgramServices |
| Management And General | 208 | ManagementAndGeneral |
| Fundraising | 40 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3925 | Total |
| Program Services | 867 | ProgramServices |
| Management And General | 1915 | ManagementAndGeneral |
| Fundraising | 1143 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2768 | Total |
| Program Services | 770 | ProgramServices |
| Management And General | 999 | ManagementAndGeneral |
| Fundraising | 999 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2233 | Total |
| Program Services | 358 | ProgramServices |
| Management And General | 1410 | ManagementAndGeneral |
| Fundraising | 465 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CAMPAIGN EXPENSE | 4794 | 151 | 203 | 4440 |
| DUES AND SUBSCRIPTIONS | 1938 | 428 | 945 | 565 |
| EQUIPMENT REPAIRS | 517 | 104 | 282 | 131 |
| MISCELLANEOUS | 137 | 137 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173 | Total |
| Program Services | 12 | ProgramServices |
| Management And General | 145 | ManagementAndGeneral |
| Fundraising | 16 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414674 | Total |
| Program Services | 356400 | ProgramServices |
| Management And General | 23097 | ManagementAndGeneral |
| Fundraising | 35177 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214584 | BOY |
| EOY | 15989 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 513 | BOY |
| EOY | 228191 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19034 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14097 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3115 | BOY |
| EOY | 4937 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2468 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241190 | BOY |
| EOY | 233843 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4090 | BOY |
| EOY | 2362 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465960 | BOY |
| EOY | 485322 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43705 | BOY |
| EOY | 43215 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43705 | BOY |
| EOY | 43215 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379118 | BOY |
| EOY | 392027 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43137 | BOY |
| EOY | 50080 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422255 | BOY |
| EOY | 442107 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 465960 | BOY |
| EOY | 485322 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 29673 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -9821 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 477203 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 502935 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 437794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 509450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 434384 | CurrentTaxYear |
| Total | 2361766 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 477203 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 502935 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 437794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 509450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 434384 | CurrentTaxYear |
| Total | 2361766 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 2361766 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57472 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 582 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -10738 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7167 | CurrentTaxYear |
| Total | 63104 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 31315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26661 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20026 | CurrentTaxYear |
| Total | 78002 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2502872 | TotalSupport |
| Public Support Pertcentage170 | 0.94360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94340 | 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 | 29273 | BeginningOfYearBalance |
| Contributions | 3604 | Contributions |
| Investment Earnings Or Losses | -778 | InvestmentEarningsOrLosses |
| Other Expenditures | 1163 | OtherExpenditures |
| Administrative Expenses | 433 | AdministrativeExpenses |
| End Of Year Balance | 30503 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26186 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3294 | InvestmentEarningsOrLosses |
| Administrative Expenses | 207 | AdministrativeExpenses |
| End Of Year Balance | 29273 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 1466 | InvestmentEarningsOrLosses |
| Administrative Expenses | 280 | AdministrativeExpenses |
| End Of Year Balance | 26186 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 19034 | InvestmentCostOrOtherBasis |
| Depreciation | 14097 | Depreciation |
| Book Value | 4937 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4937 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| NON-PERMANENT FUND | 203339 | F |
| PERMANENT ENDOWMENT FUND | 30504 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 233843 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DONOR DESIGNATED CAMPAIGN LIABILITY | Description |
| Amount | $43,215 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 43215 | TotalOfAmounts |
| Total Revenue | 444347 | TotalRevenue |
| Total Expenses | 414674 | TotalExpenses |
| Excess Or Deficit For Year | 29673 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6316 | NetUnrealizedGLOnInvestments |
| Other | -$3,505 | OtherAmount |
| Total Adjustments | -9821 | TotalAdjustments |
| Excess Or Deficit Per FS | 19852 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 390908 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6316 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 29305 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 12587 | OtherRevenues |
| Revenue Not Rptd F990 | 35576 | RevenueNotRptdF990 |
| Revenue Subtotal | 355332 | RevenueSubtotal |
| Investment Expenses Not Included | 433 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 88582 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 89015 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 444347 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 371056 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 29305 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 12587 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 41892 | ExpensesNotRptdF990 |
| Expenses Subtotal | 329164 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 433 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 85077 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 85510 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 414674 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| PART X, LINE 2: UNITED WAY OF MARSHALL COUNTY, INC. IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTERPRISE TO DISCLOSE THE NATURE OF UNCERTAIN TAX POSITIONS TAKEN, IF ANY, WHEN FILING ITS INCOME TAX RETURN UTILIZING A TWO-STEP PROCESS TO RECOGNIZE AND MEASURE ANY UNCERTAIN TAX POSITIONS TAKEN. THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. NO TAX BENEFIT WILL BE RECORDED ON TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST. INTEREST AND PENALTIES ACCRUED OR INCURRED, IF ANY, AS A RESULT OF APPLYING ASC 740 WILL BE RECORDED TO INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY. BASED ON ITS EVALUATION, THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S EVALUATION WAS PERFORMED FOR ALL FEDERAL AND STATE TAX PERIODS STILL SUBJECT TO EXAMINATION. PART XII, LINE 2D: FUNDRAISING EVENTS DIRECT EXPENSES INCLUDED IN PART VIII PART XII, LINE 4B: DONOR DESIGNATIONS PART XIII, LINE 2D: FUNDRAISING EVENTS DIRECT EXPENSES INCLUDED IN PART VIII PART XIII, LINE 4B: DONOR DESIGNATIONS |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | THANK YOU AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 10861 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10861 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 2400 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 2024 | OtherDirectExpensesEvent1 |
| Name Of Event2 | 50TH AUCTION | NameOfEvent2 |
| Gross Receipts Event2 | 7630 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 5360 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2270 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 652 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 755 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 4500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 2256 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 18491 | GrossReceiptsTotal |
| Charitable Contributions Total | 16221 | CharitableContributionsTotal |
| Gross Revenue Total Events | 2270 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 3052 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 755 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 4500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 4280 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 12587 | DirectExpenseSummaryEvents |
| Net Income Summary | -10317 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Gaming Rec Keeper Person | DEBORAH PFLEDDERER | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 392 | AddressLine1 |
| City | PLYMOUTH | City |
| State | IN | State |
| ZIP Code | 46563 | ZIPCode |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ADULT BASIC EDUCATION | |||||||
| 701 BERKLEY STREET | PLYMOUTH | IN | 46563 | 351101903 | 115(C)(1) | 5000 | PROVIDES FREE EDUCATION CLASSES TO PREPARE STUDENTS FOR THE GED DIPLOMA, EMPLOYMENT, POST SECONDARY EDUCATION, AND ENGLISH AS A SECOND LANGUAGE. |
| AMERICAN RED CROSS | |||||||
| 215 W GARRO STREET | PLYMOUTH | IN | 46563 | 530196605 | 501(C)(3) | 23916 | DISASTER ASSISTANCE, EDUCATION, PREPARATION, MITIGATION, BLOODMOBILES, BLOOD PRESSURE CHECKS |
| BOYS AND GIRLS CLUB OF MARSHALL COUNTY | |||||||
| 314 E JEFFERSON STREET | PLYMOUTH | IN | 46563 | 351955489 | 501(C)(3) | 47491 | WORKS TO HELP YOUTH OF ALL BACKGROUNDS HAVE A SAFE PLACE TO GO AND TO HELP DEVELOP THE QUALITIES NEEDED TO BECOME RESPONSIBLE CITIZENS |
| CARE AND SHARE | |||||||
| 125 E LAPORTE STREET | PLYMOUTH | IN | 46563 | 300271171 | 501(C)(3) | 16643 | HELPING THOSE IN NEED OF EMERGENCY FOOD, SHELTER, UTILITIES, AND CLOTHING |
| COMMUNITY HOSPITAL OF BREMEN | |||||||
| PO BOX 8 1020 HIGH ROAD | BREMEN | IN | 46506 | 350835006 | 501(C)(3) | 25944 | HOSTS HEALTH DEPT. IMMUNIZATION CLINIC, WIC CLINIC, WOMEN'S CARE CENTER, COUNCIL ON AGING IN BREMEN |
| CULVER BOYS AND GIRLS CLUB | |||||||
| PO BOX 44/401 SCHOOL STREET | CULVER | IN | 46511 | 352130065 | 501(C)(3) | 18873 | AFTER SCHOOL PROGRAM IN CULVER PROVIDING A SAFE PLACE, HELP WITH HOMEWORK, AND A VARIETY OF ACTIVITIES |
| HEART AND HANDS | |||||||
| P O BOX 51/308 E JEFFERSON STREET | PLYMOUTH | IN | 46563 | 352121713 | 501(C)(3) | 30493 | SERVES THE NEEDS OF THE LIMITED TO NON-ENGLISH SPEAKING PEOPLE OF MARSHALL COUNTY |
| HEMINGER HOUSE | |||||||
| PO BOX 44/401 SCHOOL STREET | PLYMOUTH | IN | 46563 | 260007189 | 501(C)(3) | 11805 | PROVIDES PROTECTION AND RESPITE CARE TO VICTIMS OF SPOUSE/PARTNER ABUSE AND THEIR MINOR CHILDREN. |
| MARSHALL COUNTY NEIGHBORHOOD CENTERGIFT OF WARMTH | |||||||
| P O BOX 353/402 WEST GARRO STREET | PLYMOUTH | IN | 46563 | 351539175 | 501(C)(3) | 26874 | PROVIDES SERVICES IN THE FORM OF CLOTHING, FURNITURE, APPLIANCES, UTILITY ASSISTANCE, AND A COMMUNITY FOOD PANTRY FOR ALL MARSHALL COUNTY RESIDENTS |
| MARSHALL COUNTY COUNCIL ON AGING | |||||||
| 1305 W HARRISON STREET | PLYMOUTH | IN | 46563 | 351522711 | 501(C)(3) | 17068 | PROVIDES A VARIETY OF SERVICES FOR SENIORS AND DISABLED OF MARSHALL COUNTY INCLUDING TRANSPORTATION, MEALS ON WHEELS, HOMEMAKER, AND THE MARSHALL COUNTY SENIOR CENTER |
| MARSHALL-STARKE DEVELOPMENT CENTER | |||||||
| 1901 PIDCO DRIVE | PLYMOUTH | IN | 46563 | 351118481 | 501(C)(3) | 19840 | PROVIDES COMPREHENSIVE, REHABILITATIVE, EDUCATIONAL, AND VOCATIONAL SERVICES TO INDIVIDUALS WITH DISABILITIES WITHIN MARSHALL, STARKE, AND FULTON COUNTIES |
| ST JOSEPH HEALTH CENTER | |||||||
| 837 E CEDAR STREET | SOUTH BEND | IN | 46617 | 530196617 | 501(C)(3) | 10699 | PROVIDES MEDICATION ASSISTANCE TO INDIVIDUALS THAT MEET FEDERAL POVERTY GUIDELINES, THAT HAVE NO OTHER MEANS TO OBTAIN IT. |
| UNITED WAY OF ST JOSEPH COUNTY & 211 | |||||||
| 3517 E JEFFERSON BOULEVARD | SOUTH BEND | IN | 46615 | 351063368 | 501(C)(3) | 5890 | UNITED WAY SERVING ST. JOSEPH COUNTY IN INDIANA BY PROVIDING THE BUILDING BLOCKS FOR A BETTER LIFE |
| WOMEN'S CARE CENTER | |||||||
| PO BOX 703 | PLYMOUTH | IN | 46563 | 351609945 | 501(C)(3) | 16869 | PROVIDES POSITIVE SUPPORT TO YOUNG WOMEN INCLUDING FREE PREGNANCY TESTING, ULTRASOUNDS, BABY SUPPLIES, PARENTING CLASSES, AND ABSTINENCE EDUCATION |
| PATHFINDER SERVICES INC | |||||||
| PO BOX 1001 | HUNTINGTON | IN | 46750 | 351122311 | 501(C)(3) | 5000 | TRANSITIONAL HOUSING PROGRAM THAT PROVIDES HOUSING AND SUPPORT FOR HOMELESS FAMILIES WITH DEPENDENT CHILDREN IN MARSHALL COUNTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 14 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: 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. |
| THE ORGANIZATION ALSO PROVIDED ASSISTANCE TO ORGANIZATIONS TOTALING LESS THAN $5,000 IN AGGREGATE PER ORGANIZATION FOR THE YEAR. THE COMBINED SUPPORT PROVIDED TO ALL THESE VARIOUS ORGANIZATIONS TOTALED $48,124 FOR THE YEAR ENDED DECEMBER 31, 2011. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION UPDATED IT'S BYLAWS AS OF MAY 18TH, 2011. | |
| FORM 990, PART VI, SECTION A, LINE 8B | COMMITTEE MEETINGS ARE NOT DOCUMENTED AND WRITTEN MINUTES ARE NOT KEPT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 ANY COMMENTS, THEY ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND WITH THE TAX PREPARER. AFTER THE EXECUTIVE DIRECTOR, THE TREASURER, AND THE TAX PREPARER FINALIZE A DRAFT OF THE 990, THE DRAFT IS IS SENT VIA E-MAIL OR VIA UNITED STATES POSTAL SERVICE FOR THOSE MEMBERS WHO DO NOT HAVE EMAIL ACCOUNTS. | |
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 | 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 EVAULATION FORMS ARE GATHERED BY THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE ANALYZES THE EVAULATIONS AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD THEN MEETS AND DICUSSES 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, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA EMAIL OR UNITED STATES POSTAL SERVICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -6,316. CHANGE IN DONOR DESIGNATED FUNDS -3,505. TOTAL TO FORM 990, PART XI, LINE 5: -9,821. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII, LINE 1 | THE ORGANIZATION PREPARES FORM 990 ON THE MODIFIED CASH BASIS OF ACCOUNTING. | METHOD OF ACCOUNTING |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE FINANCE COMMITTEE IS RESPONSIBILE FOR SELECTION OF AN INDEPENDENT ACCOUNTANT. THE TREASURER OF THE BOARD IS THE HEAD OF THE FINANCE COMMITTEE. | AUDIT COMMITTEE EQUIVALENT (FINANCE COMMITTEE) |
| 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. | TOP 3 PROGRAMS RELATED TO FINANCIAL STABILITY GRANT |
| FORM 990, PAGE 3, PART IV, LINE 12A | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MAINTAINED ON THE MODIFIED CASH BASIS, A BASIS OF ACCOUNTING OTHER THAN GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT. | FINANCIAL STATEMENT ACCOUNTING BASIS |
| UWW IMPLEMENTATION STANDARDS FOR MEMBERSHIP REQUIREMENT "A" PAGE 3 | CORE FORM, PART IX, LINE 25, COLUMN C(M&G EXP.) + COLUMN D(FUNDRAISING EXP.)/ CORE FORM, PART VIII, LINE 12, COLUMN A(TOTAL REVENUE) = OVERHEAD RATE 2011 CALCULATION: (23,097+35,177)/444,347 = 13.11% 2010 CALCULATION: (58,399+54,606)/496,530 = 22.76% | OVERHEAD RATE CALCULATION |
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